INVESTMENT MANAGERS SER TR I

APPX (INVESTMENT MANAGERS SER TR I) is held by 12 institutional investors as of Q2 2026. Largest holders: CITADEL ADVISORS LLC ($3.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($3.2M), JANE STREET GROUP, LLC ($2.7M). Net institutional sentiment: Bullish.

12

Holders

$16.1M

Total Value

85% (13)

Consensus

11 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

AP

Smart Money Verdict

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Institutional (13F)33

Insider (Form 4)39

Activist (13D/13G)30

Congressional (STOCK Act)49

Holder Quality

50

★★★★★

Elite

44

★★★★

Strong

58

★★★

Solid

16

★★

Below

77

★

Weak

Held by 12 funds

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for APPX.

Top Holders

Top Holders (12)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CITADEL ADVISORS LLC	New	38,316	$3.6M	0.0%	-68.95%	37
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	102,024	$3.2M	0.0%	-58.29%	37
JANE STREET GROUP, LLC	Decreased	28,527(-6.9%)	$2.7M	0.0%	+7.08%	0
Optiver Holding B.V.	New	61,965	$2.5M	0.0%	-68.95%	36
GOLDMAN SACHS GROUP INC	New	25,712	$2.4M	0.0%	-68.95%	36
IMC-Chicago, LLC	Increased	49,154(+182.2%)	$2M	0.0%	-68.95%	42
Belvedere Trading LLC	New	26,528	$838,550	0.0%	-68.95%	34
RENAISSANCE TECHNOLOGIES LLC	New	7,494	$711,630	0.0%	-68.95%	34
CITIGROUP INC	New	3,561	$338,153	0.0%	-68.95%	33
XTX Topco Ltd	New	6,573	$265,681	0.0%	—	32
Cerity Partners LLC	New	9,500	$222,490	0.0%	—	32
SIMPLEX TRADING, LLC	Increased	3,452(+192.8%)	$139,529	0.0%	+244.88%	36
GROUP ONE TRADING LLC	New	2,893	$91,448	0.0%	-68.95%	30
UBS Group AG	Exited	0(-100.0%)	$3.3M	0.0%	-68.95%	0
OSAIC HOLDINGS, INC.	Unchanged	523	$21,140	0.0%	—	0
IWIntegrated Wealth Concepts LLC	New	150	$4,742	0.0%	—	23
MORGAN STANLEY	New	10	$950	0.0%	-68.95%	17
HRT FINANCIAL LP	Exited	0(-100.0%)	$207,000	0.0%	—	0