Optimize Strategy Index ETFOPTZETF
13F holders, Q2 2026 (June 30)5holders +4
3new positions
0sold out
1famous investor
$49.76avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Optimize Strategy Index ETF (OPTZ) in their 13F filings, up 4 from Q1 2026. 3 opened new positions and 0 sold out. The largest holders were Susquehanna International Group, LLP ($817K), Citadel Advisors ($585K) and Jane Street Group, LLC ($227K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Optimize Strategy Index ETF
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q2 2026)
- CUSIP
- 00777X538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.6M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 32,842 shares bought, net +32,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Susquehanna International Group, LLP | 0.00% | New | 16,412 | $817K |
| Citadel Advisors | 0.00% | New | 11,750 | $585K |
| Jane Street Group, LLC | 0.00% | New | 4,553 | $227K |
| UBS Group AG | 0.00% | Add +23.4% | 669 | $33K |
| Global Retirement Partners, LLC | 0.00% | — | 285 | $14K |
"% of holder's portfolio" is OPTZ's weight in each manager's 13F, not the share of Optimize Strategy Index ETF the manager owns.