DOSSIER · 13F Holders · Q1 2026
SMZ

INVESTMENT MANAGERS SER TR I

2 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 46092D160·2 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$16K
visible holders
Holders
2
filers reporting
Concentration
88.45%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

2 institutions reported SMZ in Q1 2026. UBS Group AG leads at 88.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$14K2910.00%Q1 2026
02
Tower Research Capital LLC (TRC)
CIK 0001533421
$2K380.00%Q1 2026