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

INVESTMENT MANAGERS SER TR I

IBX
Institutions
8
Combined AUM (Q2 2026)
$2.3M
Combined Shares (Q2 2026)
79,524
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+79,524
8 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+79,524
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.3M
Institutions
8
New Buys
8
Adds
0
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CITADEL ADVISORS LLC
<0.01%#4$1.5M51,081$00+51,081New Buy
Retirement Planning Co of New England, Inc.
0.1%#1$286,9769,728$00+9,728New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#6$219,8057,451$00+7,451New Buy
FLOW TRADERS U.S. LLC
0.01%#3$204,0226,916$00+6,916New Buy
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
0.03%#2$80,6822,735$00+2,735New Buy
SIMPLEX TRADING, LLC
<0.01%#5$47,1411,598$00+1,598New Buy
MORGAN STANLEY
<0.01%#8$29510$00+10New Buy
HOLLENCREST CAPITAL MANAGEMENT
<0.01%#7$1485$00+5New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow