DOSSIER · 13F Holders · Q2 2026
APPX

INVESTMENT MANAGERS SER TR I

16 institutions still hold INVESTMENT MANAGERS SER TR I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46152A536·16 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$25M
visible holders
Holders
16
filers reporting
Concentration
38.37%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q2 2026

16 institutions reported APPX in Q2 2026. CITADEL ADVISORS LLC leads at 38.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CITADEL ADVISORS LLC
CIK 0001423053
$10M235K0.00%Q2 2026
02
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M135K0.00%Q2 2026
03
Optiver Holding B.V.
CIK 0001859606· Market maker
$3M62K0.00%Q2 2026
04
IMC-Chicago, LLC
CIK 0001452861· Market maker
$2M49K0.00%Q2 2026
05
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M29K0.00%Q2 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$977K36K0.00%Q1 2026
07
Belvedere Trading LLC
CIK 0001632341
$814K23K0.00%Q2 2026
08
Jump Financial, LLC
CIK 0001831577
$767K19K0.01%Q2 2026
09
StoneX Group Inc.
CIK 0000913760
$651K11K0.03%Q2 2026
10
XTX Topco Ltd
CIK 0001828301
$266K7K0.00%Q2 2026
11
Z3 Capital Partners, LLC
CIK 0002127787
$251K6K0.05%Q2 2026
12
SIMPLEX TRADING, LLC
CIK 0001488542
$140K3K0.00%Q2 2026
13
Tower Research Capital LLC (TRC)
CIK 0001533421
$100K2K0.00%Q2 2026
14
CFG Wealth Management Services, Inc.
CIK 0002133547
$91K9K0.08%Q3 2026
15
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$40K1K0.00%Q2 2026
16
OSAIC HOLDINGS, INC.
CIK 0001677044
$21K5230.00%Q2 2026
Insiders at INVESTMENT MANAGERS SER TR I
Depina Stuart →Blaszyk Michael D →Sitrick Michael S →Pizza Joseph M →California Capital Limited Partnership →Themba 2005 Trust Ii →Themba 2005 Trust I →Soon Shiong Patrick →