INVESTMENT MANAGERS SER TR I

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PATX·46092D277·US·ETF

PATX (INVESTMENT MANAGERS SER TR I) is held by 2 institutional investors as of Q2 2026. Largest holders: Optiver Holding B.V. ($526,819), SIMPLEX TRADING, LLC ($2,636). Net institutional sentiment: Mixed.

2

Holders

$529,455

Total Value

67% (3)

Consensus

2 buying - 1 selling

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

Smart Money Verdict

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Institutional (13F)52

Insider (Form 4)57

Activist (13D/13G)76

Congressional (STOCK Act)31

Holder Quality

68

★★★★★

Elite

10

★★★★

Strong

76

★★★

Solid

34

★★

Below

75

★

Weak

Held by 2 funds

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (2)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Optiver Holding B.V.	Increased	67,541(+43.5%)	$526,819	0.0%	+13.39%	33
SIMPLEX TRADING, LLC	New	338	$2,636	0.0%	+26.65%	19
UBS Group AG	Exited	0(-100.0%)	$23,932	0.0%	-14.38%	0

PATXINVESTMENT MANAGERS SER TR I

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer