5 institutions reported holding $1.5M of INVESTMENT MANAGERS SER TR I (UPSX) in SEC 13F filings for 2026-06-30. Largest institutional holders: CITADEL ADVISORS LLC ($1.0M), Optiver Holding B.V. ($442,376), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($0), UBS Group AG ($0), CITIGROUP INC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $1.0M | 44,600 | Added |
| 2 | Optiver Holding B.V. | $442,376 | 19,891 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 4 | UBS Group AG | $0 | 0 | Exited |
| 5 | CITIGROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30