DOSSIER · 13F Holders · Q3 2026
GEVX

INVESTMENT MANAGERS SER TR

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

CUSIP 46143U518·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6M
visible holders
Holders
8
filers reporting
Concentration
57.58%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q3 2026

8 institutions reported GEVX in Q3 2026. CITADEL ADVISORS LLC leads at 57.6% 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
$3M122K0.00%Q2 2026
02
Optiver Holding B.V.
CIK 0001859606· Market maker
$1M46K0.00%Q2 2026
03
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$562K33K0.01%Q3 2026
04
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$411K14K0.00%Q2 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$273K16K0.00%Q3 2026
06
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$858500.00%Q3 2026
07
IFP Advisors, Inc
CIK 0001641866
$515300.00%Q3 2026
08
CITIGROUP INC
CIK 0000831001
$412240.00%Q3 2026