Optimize Strategy Index ETFOPTZETF
13F holders, Q1 2026 (March 31)1holders
1new positions
1sold out
$36.19avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Optimize Strategy Index ETF (OPTZ) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holder was UBS Group AG ($20K).
- Company
- Optimize Strategy Index ETF
- Filed as
- ADVISOR MANAGED PORTFOLIOS (Q1 2026)
- CUSIP
- 00777X538
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $20K |
| Exits | 1 | $304K |
All 13F filers, Q4 2025 → Q1 2026: 542 shares bought and 8,437 shares sold, net −7,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| UBS Group AG | 0.00% | New | 542 | $20K |
"% of holder's portfolio" is OPTZ's weight in each manager's 13F, not the share of Optimize Strategy Index ETF the manager owns.