APLX — INVESTMENT MANAGERS SER TR I
As of Q2 2026, 4 SEC-registered investment managers reported holding APLX (INVESTMENT MANAGERS SER TR I) in their latest 13F filings, with a combined reported value of $4.99M across 241.42K shares. That is -23.0% by share count (-72.23K shares) versus the previous quarter, while reported value moved +45.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q2 2026 | 179.40K | $3.71M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 30.94K | $639.28K | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 19.78K | $408.65K | 0.00% | New |
| Renaissance Technologies history | Q2 2026 | 11.30K | $233.46K | 0.00% | New |
| UBS Group AG history | Q4 2025 | 1.04K | $53.15K | 0.00% | Add |
New Positions (Q2 2026)
- Goldman Sachs Group 30.94K sh · $639.28K
- Citigroup Inc 19.78K sh · $408.65K
- Renaissance Technologies 11.30K sh · $233.46K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|
| Citadel Advisors | 9.31K | 66.17K | 313.65K | 179.40K |
| Goldman Sachs Group | — | — | — | 30.94K |
| Citigroup Inc | — | 778 | — | 19.78K |
| Renaissance Technologies | — | — | — | 11.30K |
| UBS Group AG | 196 | 1.04K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details