DOSSIER · 13F Holders · Q4 2025Cheap mega-capRe-rated
MDBX

INVESTMENT MANAGERS SER TR I

5 institutions still hold INVESTMENT MANAGERS SER TR I as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46092D723·5 13F holders·last filed Dec 31, 2025
Market cap
3.2%
vs prior quarter
13F value held
$1M
48.0% inst. owned
of float
Holders
5
-104 QoQ
filers reporting
Activity
+79 / −108
+915 added · −824 reduced
this quarter
Concentration
59.22%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q4 2025

5 institutions reported MDBX in Q4 2025. CITADEL ADVISORS LLC leads at 59.2% of the visible book. -104 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CITADEL ADVISORS LLC
CIK 0001423053
$672,0129K0.00%Q4 2025
02
Optiver Holding B.V.
CIK 0001859606· Market maker
$449,78923K0.00%Q1 2026
03
SIMPLEX TRADING, LLC
CIK 0001488542
$7,8764060.00%Q1 2026
04
GROUP ONE TRADING LLC
CIK 0000932540
$5,0632610.00%Q1 2026
05
CITIGROUP INC
CIK 0000831001
$1910.00%Q1 2026