RFP
IMSR

Root Financial Partners’s Terrestrial Energy IMSR Stock Holding History

Root Financial Partners’s Portfolio IMSR Stock Details IMSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$300 Hold
50
– – ﹤0.01% 3040
2025
Q4 		$306 Buy
+50
New +$668 ﹤0.01% 2262

Other funds holding IMSR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vennlight Capital Management Weston, Connecticut $99M AUM 77.4% 1-Year Est. Return

Root Financial Partners's IMSR Position: Q1 2026 in Review

Root Financial Partners held its Terrestrial Energy (IMSR) position steady in Q1 2026 at 50 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #3040.

Root Financial Partners first reported a position in IMSR in Q4 2025 and has held it in 2 quarters since. The position peaked at $306 in Q4 2025. 88 funds tracked by Wall St. Rank hold IMSR as of Q1 2026.

  • Root Financial Partners held 50 shares of Terrestrial Energy worth $300 as of Q1 2026.
  • Root Financial Partners left its Terrestrial Energy share count unchanged in Q1 2026.
  • Terrestrial Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3040 holding.
  • Root Financial Partners first reported a position in Terrestrial Energy in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's Terrestrial Energy position peaked at $306 in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Terrestrial Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.