HolderBook

INVESTMENT MANAGERS SER TR I (NKEQ)

Institutional ownership reported to the SEC as of Q1 2023, across 3 quarters.

1
Reporting holders
$308
Reported value
0.0%
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

FilerValueShares Their book Held Change
UBS Group AG$308120.00%newNEW

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 20231$308121000.0%
Q4 20221$217.7K7,4391000.0%
Q3 20221$271.0K4,0021000.0%