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

INVESTMENT MANAGERS SER TR I

AAA
Institutions
11
Combined AUM (Q2 2026)
$7.7M
Combined Shares (Q2 2026)
308,597
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+280,321
7 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-27,764
4 · 2 Exit · ≈
⚖️ Net
+252,557
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$7.7M
Institutions
11
New Buys
7
Adds
0
Reduces
2
Exits
2
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Bell Bank
0.19%#1$5.0M200,000$00+200,000New Buy
FLOW TRADERS U.S. LLC
0.04%#3$908,27736,477$00+36,477New Buy
HRT FINANCIAL LP
<0.01%#6$527,55621,187$00+21,187New Buy
Legacy Capital Group California, Inc.
0.13%0.16%#2$419,01716,828$419,52216,82800.00%Unchanged
CITADEL ADVISORS LLC
<0.01%#8$311,12612,495$00+12,495New Buy
Procyon Advisors, LLC
<0.01%<0.01%#5$233,1399,363$323,59112,980-3,617-27.87%Reduce
JANE STREET GROUP, LLC
<0.01%#9$213,1448,560$00+8,560New Buy
ROYAL BANK OF CANADA
<0.01%#11$34,0001,363$00+1,363New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#7$31,9971,285$54,1732,173-888-40.87%Reduce
Sunrise Financial Services, LLC
0.01%0.01%#4$19,920800$19,94480000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%#10$5,951239$00+239New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow