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SMU — INVESTMENT MANAGERS SER TR

Reported value held$246.84K
Funds holding (latest)2
Sector—

SMU (INVESTMENT MANAGERS SER TR) is tracked on HoldingsHub across five years of quarterly 13F filings. 2 funds have reported positions historically, with the sum of their latest reported stakes valued at $246.84K. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.

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.

Q4 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 22.92K $236.76K 0.00% Reduce
Morgan Stanley history 976 $10.08K 0.00% New

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 44.00K $875.60K 0.00% New

New Positions (latest)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 2 funds)

FundQ4 2025Q3 2025
Citadel Advisors 22.92K 44.00K
Morgan Stanley 976 —

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