Who Owns INVESTMENT MANAGERS SER TR I (APLX)?Hedge Fund & Institutional Holders
$15.01-0.72 (-4.57%)BATS
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$1000100010003.1T
% of Float Held
—
QoQ Change in Holders
+4 / -2
Price History
APLX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Avior Wealth Management, LLC | New Position | +6K | +$305K |
| GROUP ONE TRADING LLC | New Position | +155 | +$7K |
| Belvedere Trading LLC | New Position | +0 | +$0 |
| CITIGROUP INC | New Position | +778 | +$0 |
| UBS Group AG | Increased | +849 | +$-12.1M |
| CITADEL ADVISORS LLC | Increased | +9K | +$-242.1M |
APLX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Optiver Holding B.V. | Closed Position | -13K | -$779.9M |
| JANE STREET GROUP, LLC | Closed Position | -5K | -$280.4M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | 26,700 | $1.0M | 0.00% | Put |
| 2 | Belvedere Trading LLC | 20,800 | $1.0M | 0.00% | Call |
| 3 | CITADEL ADVISORS LLC | 26,400 | $1.0M | 0.00% | Call |
| 4 | Avior Wealth Management, LLC | 6,000 | $305K | 0.01% | Share |
| 5 | UBS Group AG | 1,045 | $53K | 0.00% | Share |
| 6 | GROUP ONE TRADING LLC | 155 | $7K | 0.00% | Share |
| 7 | CITADEL ADVISORS LLC | 13,070 | $0 | 0.00% | Share |
| 8 | Belvedere Trading LLC | 0 | $0 | 0.00% | Share |
| 9 | CITIGROUP INC | 778 | $0 | 0.00% | Share |
| 10 | Belvedere Trading LLC | 5,900 | $0 | 0.00% | Put |
APLX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 6 | $365K | +2 |
| Q3 2025 | 4 | $1.3B | — |
As of Q4 2025, 10 institutional investors hold APLX (INVESTMENT MANAGERS SER TR I). The largest holder is CITADEL ADVISORS LLC with $1.0M in shares. This quarter, 4 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own APLX?
As of Q4 2025, 10 institutional investors report holding APLX (INVESTMENT MANAGERS SER TR I) in their 13F filings.
Who is the largest institutional holder of APLX?
The largest institutional holder of APLX is CITADEL ADVISORS LLC with $1.0M in shares.
Is institutional ownership of APLX increasing or decreasing?
This quarter, 4 institutions opened new positions in APLX and 2 closed their positions.