Optimize Strategy Index ETFOPTZETF
13F holders, Q3 2025 (September 30)2holders −2
0new positions
2sold out
1famous investor
$35.29avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Optimize Strategy Index ETF (OPTZ) in their 13F filings, down 2 from Q2 2025. 0 opened new positions and 2 sold out. The largest holders were Citadel Advisors ($237K) and UBS Group AG ($125K). 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 2025)
- CUSIP
- 00777X538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $1.6M |
All 13F filers, Q2 2025 → Q3 2025: 115 shares bought and 54,622 shares sold, net −54,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Citadel Advisors | 0.00% | Reduce -21.0% | 6,703 | $237K |
| UBS Group AG | 0.00% | Add +3.3% | 3,554 | $125K |
"% of holder's portfolio" is OPTZ's weight in each manager's 13F, not the share of Optimize Strategy Index ETF the manager owns.