INVESTMENT MANAGERS SER TR I (SARKXXXX)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
1
Reporting holders
$50
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HUNTINGTON NATIONAL BANK | $50 | 1 | 0.00% | 16q | HELD |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1 | $50 | 1 | 0 | 0 | 0 | 0.0% |
| Q1 2026 | 1 | $50 | 1 | 0 | 0 | 0 | 0.0% |
| Q4 2025 | 1 | $50 | 1 | 0 | 0 | 0 | 0.0% |
| Q3 2025 | 1 | $50 | 1 | 0 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $50 | 1 | 0 | 0 | 0 | 0.0% |
| Q1 2025 | 1 | $50 | 1 | 0 | 0 | 0 | 0.0% |
| Q4 2024 | 1 | $50 | 1 | 0 | 0 | 0 | 0.0% |
| Q3 2024 | 23 | $12.4M | 167,950 | 6 | 2 | 6 | 64.6% |
| Q2 2024 | 24 | $63.1M | 1,684,432 | 4 | 4 | 9 | 18.4% |
| Q1 2024 | 28 | $58.6M | 1,463,309 | 10 | 5 | 5 | 32.9% |
| Q4 2023 | 32 | $66.8M | 1,513,320 | 8 | 7 | 3 | 41.5% |
| Q3 2023 | 41 | $61.7M | 823,912 | 10 | 9 | 15 | 46.7% |
| Q2 2023 | 40 | $43.4M | 804,042 | 4 | 10 | 12 | 33.0% |
| Q1 2023 | 41 | $96.3M | 1,590,145 | 19 | 9 | 5 | 33.8% |
| Q4 2022 | 31 | $78.2M | 727,949 | 8 | 6 | 11 | 49.2% |
| Q3 2022 | 40 | $115.2M | 893,838 | 37 | 2 | 0 | 52.0% |
| Q2 2022 | 51 | $203.5M | 1,530,878 | 25 | 7 | 14 | 51.7% |
| Q1 2022 | 47 | $122.4M | 1,545,137 | 32 | 9 | 3 | 41.7% |
| Q4 2021 | 18 | $26.8M | 580,526 | 18 | 0 | 0 | 19.5% |