HolderBook

INVESTMENT MANAGERS SER TR I (NNEX)

Institutional ownership reported to the SEC as of Q1 2026, across 2 quarters.

3
Reporting holders
$206.3K
Reported value
33.9%
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
Optiver Holding B.V.$132.4K23,2730.00%2q+587.5%+$113.2K
CITADEL ADVISORS LLC$70.0Koptions only0.00%newOPTIONS
UBS Group AG$3.9K6790.00%2q+131.7%+$2.2K

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
Q1 20263$206.3K23,95212033.9%
Q4 20253$38.7K4,0783000.0%