DOSSIER · 13F Holders · Q2 2026
CEGX

INVESTMENT MANAGERS SER TR

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

CUSIP 46143U534·9 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4M
visible holders
Holders
9
filers reporting
Concentration
44.94%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported CEGX in Q2 2026. CITADEL ADVISORS LLC leads at 44.9% 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
$2M151K0.00%Q2 2026
02
MIRAE ASSET SECURITIES (USA) INC.
CIK 0000890203
$865K75K0.02%Q3 2026
03
Optiver Holding B.V.
CIK 0001859606· Market maker
$789K68K0.00%Q2 2026
04
GOLDMAN SACHS GROUP INC
CIK 0000886982
$304K26K0.00%Q2 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$166K14K0.00%Q2 2026
06
SIMPLEX TRADING, LLC
CIK 0001488542
$21K2K0.00%Q3 2026
07
GROUP ONE TRADING LLC
CIK 0000932540
$13K1K0.00%Q2 2026
08
UBS Group AG
CIK 0001610520
$792680.00%Q2 2026
09
Clearstead Advisors, LLC
CIK 0000842775
$116100.00%Q3 2026
Insiders at INVESTMENT MANAGERS SER TR
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