DOSSIER · 13F Holders · Q4 2025
NVTX

INVESTMENT MANAGERS SER TR I

6 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 46092D632·6 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$2M
visible holders
Holders
6
filers reporting
Concentration
51.01%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q4 2025

6 institutions reported NVTX in Q4 2025. CITADEL ADVISORS LLC leads at 51.0% 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
$1M54K0.00%Q4 2025
02
Belvedere Trading LLC
CIK 0001632341
$710K15K0.00%Q2 2026
03
CITIGROUP INC
CIK 0000831001
$249K5K0.00%Q2 2026
04
SIMPLEX TRADING, LLC
CIK 0001488542
$100K2K0.00%Q2 2026
05
Farther Finance Advisors, LLC
CIK 0001992825
$4K850.00%Q2 2026
06
MORGAN STANLEY
CIK 0000895421
$9720.00%Q2 2026