Who Owns INVESTMENT MANAGERS SER TR I (SARK)? -- Institutional Holders (2026-03-31)
25 institutions reported holding $14.0M of INVESTMENT MANAGERS SER TR I (SARK) in SEC 13F filings for 2026-03-31. Largest institutional holders: SUSQUEHANNA INTERNATIONAL GROUP, LLP ($5.8M), Private Advisor Group, LLC ($3.8M), Gunderson Capital Management Inc. ($2.4M), CITADEL ADVISORS LLC ($513,670), Belvedere Trading LLC ($510,356). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.8M | 173,623 | Added |
| 2 | Private Advisor Group, LLC | $3.8M | 113,641 | Added |
| 3 | Gunderson Capital Management Inc. | $2.4M | 70,992 | Trimmed |
| 4 | CITADEL ADVISORS LLC | $513,670 | 15,500 | Trimmed |
| 5 | Belvedere Trading LLC | $510,356 | 15,400 | New |
| 6 | BRASADA CAPITAL MANAGEMENT, LP | $497,100 | 15,000 | New |
| 7 | CARDIFF PARK ADVISORS, LLC | $331,400 | 10,000 | New |
| 8 | Optiver Holding B.V. | $163,181 | 4,924 | Trimmed |
| 9 | JPMORGAN CHASE & CO | $57,036 | 1,613 | Added |
| 10 | Glassman Wealth Services | $43,082 | 1,300 | Added |
| 11 | HOEY INVESTMENTS, INC | $11,036 | 333 | Hold |
| 12 | SIMPLEX TRADING, LLC | $5,898 | 178 | New |
| 13 | BNP PARIBAS FINANCIAL MARKETS | $4,242 | 128 | Trimmed |
| 14 | GROUP ONE TRADING LLC | $3,811 | 115 | Trimmed |
| 15 | Redwood Park Advisors LLC | $3,513 | 106 | Hold |
| 16 | Tower Research Capital LLC (TRC) | $3,314 | 100 | Added |
| 17 | MORGAN STANLEY | $59 | 1 | Hold |
| 18 | HUNTINGTON NATIONAL BANK | $50 | 1 | Hold |
| 19 | Freestone Capital Holdings, LLC | $0 | 0 | Exited |
| 20 | Dakota Wealth Management | $0 | 0 | Exited |
| 21 | WealthShield Partners, LLC | $0 | 0 | Exited |
| 22 | XTX Topco Ltd | $0 | 0 | Exited |
| 23 | Purpose Unlimited Inc. | $0 | 0 | Exited |
| 24 | EverSource Wealth Advisors, LLC | $0 | 0 | Exited |
| 25 | Coston, McIsaac & Partners | $0 | 8 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31