4 institutions reported holding $5.6M of INVESTMENT MANAGERS SER TR I (NEBX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Client First Investment Management LLC ($2.9M), Belvedere Trading LLC ($1.9M), CITIGROUP INC ($611,425), EASTERN BANK ($133,457). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Client First Investment Management LLC | $2.9M | 49,971 | New |
| 2 | Belvedere Trading LLC | $1.9M | 32,000 | Added |
| 3 | CITIGROUP INC | $611,425 | 10,409 | New |
| 4 | EASTERN BANK | $133,457 | 2,272 | New |
Source: SEC Form 13F filings · as of 2026-06-30