DOSSIER · 13F Holders · Q2 2026
IBX

INVESTMENT MANAGERS SER TR I

6 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 46152A395·6 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
6
filers reporting
Concentration
75.88%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported IBX in Q2 2026. CITADEL ADVISORS LLC leads at 75.9% 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
$2M51K0.00%Q2 2026
02
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$220K7K0.00%Q2 2026
03
Retirement Planning Co of New England, Inc.
CIK 0001817693
$212K14K0.08%Q3 2026
04
SIMPLEX TRADING, LLC
CIK 0001488542
$47K2K0.00%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$295100.00%Q2 2026
06
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$14850.00%Q2 2026