Investment Managers Ser TR I

13F holders, Q4 2025 (December 31)
7holders +2
5new positions
3sold out
2famous investors
$11.45avg. 13F price*

At the end of Q4 2025, 7 institutions reported holding Investment Managers Ser TR I in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 3 sold out. The largest holders were Susquehanna International Group, LLP ($578K), Renaissance Technologies ($390K) and Citadel Advisors ($294K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Investment Managers Ser TR I
CUSIP
46092D400
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q2 2025: 4Q2 2025Q3 2025: 5Q3 2025Q4 2025: 7Q4 2025Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$1.3M
Exits3$116K

All 13F filers, Q3 2025 → Q4 2025: 121,419 shares bought and 14,731 shares sold, net +106,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Susquehanna International Group, LLP 0.00% New 50,497 $578K
Renaissance Technologies 0.00% Reduce -24.4% 34,100 $390K
Citadel Advisors 0.00% New 25,703 $294K
Optiver Holding B.V. 0.00% New 20,825 $238K
HRT Financial LP 0.00% New 20,003 $229K
Tower Research Capital LLC (TRC) 0.00% Add +10264.9% 3,835 $44K
UBS Group AG 0.00% New 593 $7K

"% of holder's portfolio" is INVESTMENT MANAGERS SER TR I's weight in each manager's 13F, not the share of Investment Managers Ser TR I the manager owns.