DOSSIER · 13F Holders · Q3 2026
CBRX

INVESTMENT MANAGERS SER TR I

7 institutions still hold INVESTMENT MANAGERS SER TR I as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46152A247·7 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
7
filers reporting
Concentration
39.68%
MIRAE ASSET SECURITIES (USA) INC. #1
top holder share
AI Holders Summary · Q3 2026

7 institutions reported CBRX in Q3 2026. MIRAE ASSET SECURITIES (USA) INC. leads at 39.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MIRAE ASSET SECURITIES (USA) INC.
CIK 0000890203
$1M125K0.03%Q3 2026
02
MORGAN STANLEY
CIK 0000895421
$766K45K0.00%Q2 2026
03
IMC-Chicago, LLC
CIK 0001452861· Market maker
$227K13K0.00%Q2 2026
04
Optiver Holding B.V.
CIK 0001859606· Market maker
$184K11K0.00%Q2 2026
05
CITADEL ADVISORS LLC
CIK 0001423053
$179K11K0.00%Q2 2026
06
Integrated Wealth Concepts LLC
CIK 0001737109
$170K10K0.00%Q2 2026
07
SIMPLEX TRADING, LLC
CIK 0001488542
$2K1270.00%Q2 2026
Insiders at INVESTMENT MANAGERS SER TR I
Patel Nikin →Condella Frank Jr →Martell Bridget A →Hunter Donald H →Csimma Cristina →Andrews Valerie Lynne →Armstrong Frank M →Kasnet Stephen G →