INVESTMENT MANAGERS SER TR I (CRDU)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
12
Reporting holders
$42.2M
Reported value
62.5%
Held as options
+7
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $17.8M | 38,316 | 0.00% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.6M | 19,842 | 0.00% | 2q | +65.2%+$3.8M |
| JANE STREET GROUP, LLC | $5.8M | 28,527 | 0.00% | 2q | -6.9%-$427.9K |
| GOLDMAN SACHS GROUP INC | $2.4M | 25,712 | 0.00% | new | NEW |
| Optiver Holding B.V. | $2.2M | 22,957 | 0.00% | new | NEW |
| IMC-Chicago, LLC | $1.8M | 19,267 | 0.00% | new | NEW |
| Belvedere Trading LLC | $1.4M | options only | 0.00% | new | OPTIONS |
| RENAISSANCE TECHNOLOGIES LLC | $711.6K | 7,494 | 0.00% | new | NEW |
| CITIGROUP INC | $338.2K | 3,561 | 0.00% | new | NEW |
| UBS Group AG | $67.0K | 706 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $23.2K | 244 | 0.00% | new | NEW |
| MORGAN STANLEY | $950 | 10 | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 12 | $42.2M | 166,636 | 9 | 1 | 1 | 62.5% |
| Q1 2026 | 5 | $1.7M | 64,673 | 5 | 0 | 0 | 42.8% |
| Q4 2025 | 6 | $2.5M | 108,725 | 4 | 2 | 0 | 35.7% |
| Q3 2025 | 3 | $55.9K | 2,869 | 3 | 0 | 0 | 0.0% |