INVESTMENT MANAGERS SER TR I (FOMO)
Institutional ownership reported to the SEC as of Q4 2022, across 7 quarters.
3
Reporting holders
$287.2K
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $279.0K | 16,936 | 0.00% | 2q | +50.6%+$93.8K |
| UBS Group AG | $8.2K | 500 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $7 | 0 | 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 |
|---|---|---|---|---|---|---|---|
| Q4 2022 | 3 | $287.2K | 17,436 | 2 | 1 | 0 | 0.0% |
| Q3 2022 | 2 | $203.0K | 11,343 | 1 | 0 | 1 | 0.0% |
| Q2 2022 | 2 | $35.0K | 1,931 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 2 | $40.0K | 1,939 | 0 | 0 | 1 | 0.0% |
| Q4 2021 | 2 | $51.0K | 2,225 | 0 | 2 | 0 | 0.0% |
| Q3 2021 | 4 | $611.0K | 25,571 | 2 | 0 | 1 | 0.0% |
| Q2 2021 | 5 | $378.0K | 14,292 | 5 | 0 | 0 | 0.0% |