INVESTMENT MANAGERS SER TR I (SMU): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in SMU. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
2
13F filers
Aggregate Value
$1.6M
Across holders
Last Price
$5.93
2026-08-24
Sector
GICS
Quarterly fund activity2 increased0 reduced0 exited
Institutional Holders of SMU
2 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund143K$1.2M74.1%0.0%Added+$1.1MQ2 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund50K$421K25.9%0.0%AddedQ2 2026
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