13FBOX
INVESTMENT MANAGERS SER TR I · 13F Institutional Holdings
Options Calculator Rankings
I

INVESTMENT MANAGERS SER TR I

WUGI
Institutions
6
Combined AUM (Q2 2026)
$1.3M
Combined Shares (Q2 2026)
13,266
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+143
1 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-24,541
4 · 2 Exit · ≈
⚖️ Net
-24,398
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.3M
Institutions
6
New Buys
1
Adds
0
Reduces
2
Exits
2
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WealthBridge Capital Management, LLC
0.19%0.16%#1$932,9919,699$688,50910,505-806-7.67%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#5$260,9882,713$747,59411,406-8,693-76.21%Reduce
Federation des caisses Desjardins du Quebec
<0.01%<0.01%#3$29,778311$20,32131100.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#4$28,860300$19,66330000.00%Unchanged
UBS Group AG
<0.01%#6$13,756143$00+143New Buy
AdvisorNet Financial, Inc
<0.01%<0.01%#2$9,620100$6,55410000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow