HolderBook

INVESTMENT MANAGERS SER TR I (COZX)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

3
Reporting holders
$2.7M
Reported value
0.0%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Optiver Holding B.V.$1.5M66,9120.00%3q+801.5%+$1.3M
IMC-Chicago, LLC$926.0K41,2280.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$262.7K11,6960.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20263$2.7M119,8362100.0%
Q1 20262$237.5K27,4221010.0%
Q4 20252$133.2K13,6872000.0%