HolderBook

INVESTMENT MANAGERS SER TR I (GSX)

Institutional ownership reported to the SEC as of Q4 2025, across 2 quarters.

3
Reporting holders
$719.0K
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.$715.7K23,7770.00%2q+220.7%+$492.6K
NATIONAL BANK OF CANADA /FI/$1.9K640.00%2qHELD
UBS Group AG$1.4K450.00%2q+650.0%+$1.2K

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
Q4 20253$719.0K23,8860200.0%
Q3 20254$424.9K16,6634000.0%