HolderBook

INVESTMENT MANAGERS SER TR I (SNXX)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

30
Reporting holders
$1.1B
Reported value
73.5%
Held as options
+12
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
CITADEL ADVISORS LLC$380.7M588,7950.04%2q+397.2%+$304.1M
SUSQUEHANNA INTERNATIONAL GROUP, LLP$350.7Moptions only0.03%2qOPTIONS
MORGAN STANLEY$155.1M3,687,3220.01%2q+1440.4%+$145.0M
JANE STREET GROUP, LLC$127.2M621,2780.01%2q+3049.2%+$123.1M
Belvedere Trading LLC$28.7M360,3280.03%2q+1245.1%+$26.6M
UBS Group AG$21.2M504,0730.00%newNEW
BARCLAYS PLC$13.3M316,6320.00%2q+592.7%+$11.4M
Optiver Holding B.V.$6.8M162,4430.00%newNEW
GROUP ONE TRADING LLC$5.9M141,3380.01%2q+5221.5%+$5.8M
JPMORGAN CHASE & CO$5.1M147,5650.00%2q+2851.3%+$5.0M
StoneX Group Inc.$4.7M41,8360.19%newNEW
GOLDMAN SACHS GROUP INC$4.0M95,4390.00%2q+715.6%+$3.5M
IMC-Chicago, LLC$3.7M87,6750.00%2q+132.7%+$2.1M
FLAGSTAR SECURITIES, INC$2.3M55,7590.71%2q+643.0%+$2.0M
LMR Partners LLP$2.1Moptions only0.01%newOPTIONS
Vines Capital Management, LLC$1.6M38,8000.67%newNEW
Schonfeld Strategic Advisors LLC$1.6M37,2000.01%newNEW
Intrua Financial, LLC$1.5M34,7000.13%newNEW
INDEPENDENT FINANCIAL GROUP, LLC$983.2K23,3820.02%newNEW
Sassicaia Capital Advisers LLC$916.7K21,8000.40%newNEW
TWO SIGMA SECURITIES, LLC$672.0K15,9800.06%newNEW
Chung Wu Investment Group, LLC$496.2K11,8000.33%newNEW
Jump Financial, LLC$420.2K9,9940.00%2q-82.1%-$1.9M
Mariner, LLC$298.6K7,1000.00%newNEW
EASTERN BANK$232.7K5,5350.00%newNEW
OSAIC HOLDINGS, INC.$105.1K2,5000.00%2q-34.2%-$54.7K
CREATIVE FINANCIAL DESIGNS INC /ADV$58.9K1,4000.00%2q+600.0%+$50.5K
HARBOUR INVESTMENTS, INC.$33.3K7920.00%newNEW
Tower Research Capital LLC (TRC)$14.4K3430.00%2q+243.0%+$10.2K
HOLLENCREST CAPITAL MANAGEMENT$4.4K1040.00%2q+940.0%+$4.0K
HRT FINANCIAL LP$3.1K74,1380.01%newNEW
VESTOR CAPITAL, LLC$1244150.01%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 202630$1.1B7,021,9131413373.5%
Q1 202618$93.1M753,281180070.6%