DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
QQQP

INVESTMENT MANAGERS SER TR I

4 institutions still hold INVESTMENT MANAGERS SER TR I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46092D731·4 13F holders·last filed Mar 31, 2026
Market cap
8.2%
vs prior quarter
13F value held
$18M
55.0% inst. owned
of float
Holders
4
+117 QoQ
filers reporting
Activity
+86 / −9
+858 added · −809 reduced
this quarter
Concentration
74.11%
CPR Investments Inc. #1
top holder share
AI Holders Summary · Q1 2026

4 institutions reported QQQP in Q1 2026. CPR Investments Inc. leads at 74.1% of the visible book. +117 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CPR Investments Inc.
CIK 0001775053
$13M88K8.90%Q1 2026
02
StoneX Group Inc.
CIK 0000913760
$4M24K0.19%Q1 2026
03
Belvedere Trading LLC
CIK 0001632341
$637,4844K0.00%Q1 2026
04
CITADEL ADVISORS LLC
CIK 0001423053
$420,4692K0.00%Q4 2025