# INVESTMENT MANAGERS SER TR I (APLX)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/APLX/

- Reporting holders: 12
- Reported value: $19.4M
- Held through calls: 55.0%
- Held through puts: 28.6%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $7.4M | 0 | 0.0% | 4 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $7.0M | 0 | 0.0% | 2 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $1.4M | 0 | 0.0% | 1 |
| [XTX Topco Ltd](https://holderbook.com/funds/1828301-xtx-topco-ltd/) | $868.2K | 42,023 | 0.0% | 1 |
| [Focus Partners Wealth](https://holderbook.com/funds/1542153-focus-partners-wealth/) | $725.8K | 35,132 | 0.0% | 1 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $639.3K | 30,943 | 0.0% | 1 |
| [CITIGROUP INC](https://holderbook.com/funds/831001-citigroup-inc/) | $408.7K | 19,780 | 0.0% | 1 |
| [Belvedere Trading LLC](https://holderbook.com/funds/1632341-belvedere-trading-llc/) | $278.9K | 0 | 0.0% | 4 |
| [RENAISSANCE TECHNOLOGIES LLC](https://holderbook.com/funds/1037389-renaissance-technologies-llc/) | $233.5K | 11,300 | 0.0% | 1 |
| [Optiver Holding B.V.](https://holderbook.com/funds/1859606-optiver-holding-b-v/) | $202.7K | 9,812 | 0.0% | 2 |
| [SIMPLEX TRADING, LLC](https://holderbook.com/funds/1488542-simplex-trading-llc/) | $98.1K | 4,750 | 0.0% | 1 |
| [Vermillion Wealth Management, Inc.](https://holderbook.com/funds/1737012-vermillion-wealth-management-inc/) | $14.9K | 722 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 12 | $19.4M |
| Q1 2026 | 10 | $9.8M |
| Q4 2025 | 6 | $5.1M |
| Q3 2025 | 5 | $2.2M |