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

INVESTMENT MANAGERS SER TR I

WDCX
Institutions
17
Combined AUM (Q2 2026)
$34.9M
Combined Shares (Q2 2026)
825,168
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+725,341
15 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-44,246
3 · 2 Exit · ≈
⚖️ Net
+681,095
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$34.9M
Institutions
17
New Buys
10
Adds
5
Reduces
1
Exits
2
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CITADEL ADVISORS LLC
<0.01%<0.01%#5$15.5M365,880$2.1M76,167+289,713+380.37%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#8$7.6M179,100$252,3349,277+169,823+1,830.58%Add
MORGAN STANLEY
<0.01%#14$3.9M91,210$00+91,210New Buy
JANE STREET GROUP, LLC
<0.01%#12$3.6M84,600$00+84,600New Buy
Capstone Capital Management Ltd
0.75%#1$1.7M40,050$00+40,050New Buy
Belvedere Trading LLC
<0.01%#7$746,26917,659$00+17,659New Buy
FLAGSTAR SECURITIES, INC
0.21%#2$693,74016,416$00+16,416New Buy
HRT FINANCIAL LP
<0.01%<0.01%#6$575,58113,620$439,00016,145-2,525-15.64%Reduce
GROUP ONE TRADING LLC
<0.01%<0.01%#11$235,5155,573$5,277194+5,379+2,772.68%Add
SIMPLEX TRADING, LLC
<0.01%<0.01%#15$205,7634,869$9,900364+4,505+1,237.64%Add
Allworth Financial LP
<0.01%#10$84,5202,000$00+2,000New Buy
Bogart Wealth, LLC
<0.01%#4$84,5202,000$00+2,000New Buy
Integrated Wealth Concepts LLC
<0.01%#13$48,9791,159$00+1,159New Buy
Chung Wu Investment Group, LLC
0.02%#3$33,808800$00+800New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#9$8,452200$5,44020000.00%Unchanged
SIGNATUREFD, LLC
<0.01%#17$71817$00+17New Buy
HOLLENCREST CAPITAL MANAGEMENT
<0.01%<0.01%#16$63415$1365+10+200.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow