Which funds hold BEX?

As of 2026-Q2, 3 institutional funds reported holding BEX (INVESTMENT MANAGERS SER TR I) in SEC 13F filings, with a combined reported value of $16.72M.

How many shares of BEX do institutions own?

13F filers reported 279.63K shares of BEX, worth $16.72M in aggregate at the end of 2026-Q2.

Is institutional ownership of BEX rising or falling?

Share counts moved +20.6% versus the prior quarter — accumulation.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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BEX — INVESTMENT MANAGERS SER TR I

Reported value held$16.72M

Funds holding (latest)3

Sector—

Funds holding (Q2 2026)3

Institutional value$16.72M · 279.63K sh

New / Add / Cut / Exit2 / 0 / 1 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Accumulating +20.6% (+47.83K sh)

Institutional value change Up +334.7%

As of Q2 2026, 3 SEC-registered investment managers reported holding BEX (INVESTMENT MANAGERS SER TR I) in their latest 13F filings, with a combined reported value of $16.72M across 279.63K shares. That is +20.6% by share count (+47.83K shares) versus the previous quarter, while reported value moved +334.7%. 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, 2 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	228.23K	$13.65M	0.00%	Reduce
Goldman Sachs Group history	Q2 2026	28.68K	$1.72M	0.00%	New
Citigroup Inc history	Q2 2026	22.72K	$1.36M	0.00%	New

New Positions (Q2 2026)

Goldman Sachs Group 28.68K sh · $1.72M
Citigroup Inc 22.72K sh · $1.36M

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 3 funds)

Fund	Q4 2025	Q1 2026	Q2 2026
Citadel Advisors	39.80K	231.80K	228.23K
Goldman Sachs Group	—	—	28.68K
Citigroup Inc	—	—	22.72K

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