6 institutions reported holding $2.8M of INVESTMENT MANAGERS SER TR I (CLSX) in SEC 13F filings for 2026-06-30. Largest institutional holders: CITADEL ADVISORS LLC ($2.4M), Summit Financial, LLC ($230,738), Optiver Holding B.V. ($158,337), UBS Group AG ($7,281), SIMPLEX TRADING, LLC ($6,788). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $2.4M | 117,475 | Added |
| 2 | Summit Financial, LLC | $230,738 | 11,250 | Trimmed |
| 3 | Optiver Holding B.V. | $158,337 | 7,720 | Trimmed |
| 4 | UBS Group AG | $7,281 | 355 | New |
| 5 | SIMPLEX TRADING, LLC | $6,788 | 331 | Trimmed |
| 6 | GROUP ONE TRADING LLC | $1,067 | 52 | New |
Source: SEC Form 13F filings · as of 2026-06-30