# INVESTMENT MANAGERS SER TR I (UPSX)

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

- Reporting holders: 2
- Reported value: $2.5M
- Held through calls: 82.2%
- 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/) | $2.0M | 0 | 0.0% | 3 |
| [Optiver Holding B.V.](https://holderbook.com/funds/1859606-optiver-holding-b-v/) | $442.4K | 19,891 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 2 | $2.5M |
| Q1 2026 | 5 | $773.2K |
| Q4 2025 | 8 | $4.6M |
| Q3 2025 | 5 | $3.3M |
| Q2 2025 | 4 | $311.9K |