Investment Managers Ser TR I

13F holders, Q4 2025 (December 31)
2holders −2
2new positions
4sold out
1famous investor
$18.42avg. 13F price*

At the end of Q4 2025, 2 institutions reported holding Investment Managers Ser TR I in their 13F filings, down 2 from Q3 2025. 2 opened new positions and 4 sold out. The largest holders were Citadel Advisors ($247K) and UBS Group AG ($847). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Investment Managers Ser TR I
CUSIP
46092D640
Latest filing quarter
Q4 2025

History

Number of 13F holders

01234 Q3 2025: 4Q3 2025Q4 2025: 2Q4 2025

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$248K
Exits4$313K

All 13F filers, Q3 2025 → Q4 2025: 13,440 shares bought and 9,440 shares sold, net +4,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Citadel Advisors 0.00% New 13,394 $247K
UBS Group AG 0.00% New 46 $847

"% 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.