Optimize Strategy Index ETFOPTZETF
13F holders, Q2 2025 (June 30)4holders +1
2new positions
1sold out
1famous investor
$30.63avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Optimize Strategy Index ETF (OPTZ) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Wolverine Trading, LLC ($861K), Jane Street Group, LLC ($755K) and Citadel Advisors ($262K). 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 2025)
- CUSIP
- 00777X538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.6M |
| Exits | 1 | $127.3M |
All 13F filers, Q1 2025 → Q2 2025: 55,752 shares bought and 4,734,325 shares sold, net −4,678,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Wolverine Trading, LLC | 0.02% | New | 28,425 | $861K |
| Jane Street Group, LLC | 0.00% | New | 24,416 | $755K |
| Citadel Advisors | 0.00% | Reduce -36.4% | 8,484 | $262K |
| UBS Group AG | 0.00% | Add +551.3% | 3,439 | $106K |
"% of holder's portfolio" is OPTZ's weight in each manager's 13F, not the share of Optimize Strategy Index ETF the manager owns.