Optimize Strategy Index ETFOPTZETF
13F holders, Q3 2024 (September 30)3holders −1
0new positions
1sold out
1famous investor
$28.60avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Optimize Strategy Index ETF (OPTZ) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Wolverine Trading, LLC ($294K), Citadel Advisors ($229K) and UBS Group AG ($3K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Optimize Strategy Index ETF
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q3 2024)
- CUSIP
- 00777X538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $345K |
All 13F filers, Q2 2024 → Q3 2024: 21,152 shares sold, net −21,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Wolverine Trading, LLC | 0.01% | Reduce -4.1% | 10,278 | $294K |
| Citadel Advisors | 0.00% | Reduce -40.3% | 8,002 | $229K |
| UBS Group AG | 0.00% | Reduce -95.5% | 117 | $3K |
"% of holder's portfolio" is OPTZ's weight in each manager's 13F, not the share of Optimize Strategy Index ETF the manager owns.