Which funds hold SMZ?

As of 2026-Q2, 2 institutional funds reported holding SMZ (INVESTMENT MANAGERS SER TR I) in SEC 13F filings, with a combined reported value of $630.37K.

How many shares of SMZ do institutions own?

13F filers reported 27.67K shares of SMZ, worth $630.37K in aggregate at the end of 2026-Q2.

Is institutional ownership of SMZ rising or falling?

Share counts moved +9409.3% 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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SMZ — INVESTMENT MANAGERS SER TR I

Reported value held$630.37K

Funds holding (latest)2

Sector—

Funds holding (Q2 2026)2

Institutional value$630.37K · 27.67K sh

New / Add / Cut / Exit1 / 0 / 1 / 0

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

Institutional holdings change Accumulating +9409.3% (+27.38K sh)

Institutional value change Up +4282.1%

As of Q2 2026, 2 SEC-registered investment managers reported holding SMZ (INVESTMENT MANAGERS SER TR I) in their latest 13F filings, with a combined reported value of $630.37K across 27.67K shares. That is +9409.3% by share count (+27.38K shares) versus the previous quarter, while reported value moved +4282.1%. 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, 1 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.

Q2 2026 — 2 funds

Fund	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	27.60K	$628.71K	0.00%	New
UBS Group AG history	73	$1.66K	0.00%	Reduce

Q1 2026 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
UBS Group AG history	291	$14.38K	0.00%	New

New Positions (Q2 2026)

Citadel Advisors 27.60K sh · $628.71K

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

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

Fund	Q2 2026	Q1 2026
Citadel Advisors	27.60K	—
UBS Group AG	73	291

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