INVESTMENT MANAGERS SER TR (GEVX)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
7
Reporting holders
$6.3M
Reported value
68.8%
Held as options
+0
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 | $3.5M | options only | 0.00% | 4q | OPTIONS |
| Optiver Holding B.V. | $1.3M | 46,420 | 0.00% | 3q | +136.5%+$764.1K |
| Belvedere Trading LLC | $863.2K | 1,768 | 0.00% | 4q | -53.6%-$998.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $410.8K | 14,405 | 0.00% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $115.5K | 4,050 | 0.01% | 2q | +20150.0%+$114.9K |
| CITIGROUP INC | $37.4K | 1,313 | 0.00% | 2q | +131200.0%+$37.4K |
| GROUP ONE TRADING LLC | $16.7K | 585 | 0.00% | 4q | +200.0%+$11.1K |
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 | 7 | $6.3M | 68,541 | 1 | 4 | 1 | 68.8% |
| Q1 2026 | 7 | $3.6M | 27,887 | 2 | 1 | 3 | 59.9% |
| Q4 2025 | 8 | $2.7M | 55,883 | 3 | 2 | 2 | 36.7% |
| Q3 2025 | 6 | $1.9M | 39,618 | 6 | 0 | 0 | 47.8% |