Optimize Strategy Index ETFOPTZETF
13F holders, Q4 2025 (December 31)1holders −1
0new positions
1sold out
1famous investor
$36.04avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Optimize Strategy Index ETF (OPTZ) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holder was Citadel Advisors ($304K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Optimize Strategy Index ETF
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q4 2025)
- CUSIP
- 00777X538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $125K |
All 13F filers, Q3 2025 → Q4 2025: 1,734 shares bought and 3,554 shares sold, net −1,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Citadel Advisors | 0.00% | Add +25.9% | 8,437 | $304K |
"% of holder's portfolio" is OPTZ's weight in each manager's 13F, not the share of Optimize Strategy Index ETF the manager owns.