3 institutions reported holding $529,455 of INVESTMENT MANAGERS SER TR I (PATX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Optiver Holding B.V. ($526,819), SIMPLEX TRADING, LLC ($2,636), UBS Group AG ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Optiver Holding B.V. | $526,819 | 67,541 | Added |
| 2 | SIMPLEX TRADING, LLC | $2,636 | 338 | New |
| 3 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30