HolderBook

INVESTMENT MANAGERS SER TR I (RGTU)

Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.

3
Reporting holders
$481.6K
Reported value
45.1%
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
SUSQUEHANNA INTERNATIONAL GROUP, LLP$260.9K13,5160.00%newNEW
CITADEL ADVISORS LLC$217.3Koptions only0.00%newOPTIONS
GROUP ONE TRADING LLC$3.5K1790.00%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
Q2 20263$481.6K13,69530045.1%
Q1 20262$177.4K12,3272000.0%
Q4 20254$1.4M30,66502066.0%
Q3 20259$5.8M8,90980178.3%
Q2 20251$417141000.0%