Investment Managers SER Tr I (WULX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of WULX (all 13F filers)
- Vestor Capital44 KType not verified+44 K
- Citadel Advisors23 KQuant or multi-manager+5,257
- Susquehanna International Group, LLP16 KBank or trading desk+16 K
- Belvedere Trading5,044Bank or trading desk+5,044
- HRT Financial4,600Bank or trading desk+4,600
- Optiver Holding B.V2,756Bank or trading desk−16 K
- Group One Trading223Bank or trading desk+223
- Simplex Trading110Bank or trading desk+110
- Tower Research Capital LLC (TRC)10Type not verified+10
- Shares
- 44 K
- Change
- +44 K
See more
- Type
- Type not verified
- Value
- $2.4M
- Shares
- 23 K
- Change
- +5,257
See more
- Type
- Quant or multi-manager
- Value
- $1.1M
- Shares
- 16 K
- Change
- +16 K
See more
- Type
- Bank or trading desk
- Value
- $744K
- Belvedere Trading
- Shares
- 5,044
- Change
- +5,044
See more
- Type
- Bank or trading desk
- Value
- $233K
- Shares
- 4,600
- Change
- +4,600
See more
- Type
- Bank or trading desk
- Value
- $212K
- Shares
- 2,756
- Change
- −16 K
See more
- Type
- Bank or trading desk
- Value
- $127K
- Shares
- 223
- Change
- +223
See more
- Type
- Bank or trading desk
- Value
- $10.3K
- Shares
- 110
- Change
- +110
See more
- Type
- Bank or trading desk
- Value
- $5.1K
- Shares
- 10
- Change
- +10
See more
- Type
- Type not verified
- Value
- $462
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗