Institutional Ownership
Investment Managers Ser Tr I
CUSIP 46144X495AXS ESOTERICA NEWUGIQ1 2026
Institutional Holders
7
13F filers
Shares Held
37.7K
Aggregate institutional
Institutional Value
$2.14M
Q1 2026
Net New Holders
-2
0 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased3
Sold out2
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Citadel Advisors LLC | 11.4K | $747.6K | −20.1K | Reduced |
| 2 | Wealthbridge Capital Management, LLC | 10.5K | $688.5K | −77 | Reduced |
| 3 | Jane Street Group, LLC | 10.0K | $656.4K | +2.0K | Added |
| 4 | Federation Des Caisses Desjardins Du Quebec | 311 | $20.3K | 0 | Held |
| 5 | Osaic Holdings, Inc. | 300 | $19.7K | 0 | Held |
| 6 | Advisornet Financial, Inc | 100 | $6.6K | 0 | Held |
| 7 | Flow Traders U.S. LLC | 5.0K | $329 | −969 | Reduced |