Optimize Strategy Index ETFOPTZETF

13F holders, Q2 2024 (June 30)
4holders
1famous investor
$26.83avg. 13F price*

At the end of Q2 2024, 4 institutions reported holding Optimize Strategy Index ETF (OPTZ) in their 13F filings. The largest holders were Citadel Advisors ($360K), Jane Street Group, LLC ($345K) and Wolverine Trading, LLC ($287K). 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 2024)
CUSIP
00777X538
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 1Q4 2024Q1 2025: 3Q1 2025Q2 2025: 4Q2 2025Q3 2025: 2Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q2 2024

InstitutionsTotal Value
New Positions5$1.1M
Exits0$0

Ownership 4 holders

Citadel Advisors 0.00% New 13,402 $360K
Jane Street Group, LLC 0.00% New 12,850 $345K
Wolverine Trading, LLC 0.00% New 10,713 $287K
UBS Group AG 0.00% New 2,584 $69K

"% of holder's portfolio" is OPTZ's weight in each manager's 13F, not the share of Optimize Strategy Index ETF the manager owns.