# INVESTMENT MANAGERS SER TR I (SMZ)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SMZ/

- Reporting holders: 4
- Reported value: $2.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.3M | 55,198 | 0.0% | 1 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $567.6K | 24,915 | 0.0% | 1 |
| [Optiver Holding B.V.](https://holderbook.com/funds/1859606-optiver-holding-b-v/) | $317.0K | 13,915 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $1.7K | 73 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 4 | $2.1M |
| Q1 2026 | 2 | $16.3K |