HolderBook

INVESTMENT MANAGERS SER TR I (MDBX)

Institutional ownership reported to the SEC as of Q1 2026, across 3 quarters.

4
Reporting holders
$462.7K
Reported value
0.0%
Held as options
-2
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.$449.8K23,1850.00%2q+159.5%+$276.5K
SIMPLEX TRADING, LLC$7.9K4060.00%newNEW
GROUP ONE TRADING LLC$5.1K2610.00%2qHELD
CITIGROUP INC$1910.00%2qHELD

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
Q1 20264$462.7K23,8531100.0%
Q4 20256$1.8M25,3136000.0%
Q3 20251$3801000.0%