INVESTMENT MANAGERS SER TR I (UPSX): Institutional Ownership
Hedge funds and institutional managers reporting a position in UPSX. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
1
13F filers
Aggregate Value
$456K
Across holders
Last Price
$20.82
2026-06-26
Sector
GICS
Holder activity0 new1 added0 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 33K | $456K | 100.0% | 0.0% | Added | +$282K | Q1 2026 |