Who Owns Optimized Equity Income ETF (OEI)?Hedge Fund & Institutional Holders
Institutional Holders
3
as of Q4 2025
Total Institutional Value
$26000000300.0T
% of Float Held
—
QoQ Change in Holders
+2 / -0
Price History
OEI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Arkadios Wealth Advisors | New Position | +1.2M | +$29.0B |
| UBS Group AG | New Position | +517 | +$13.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 1,035,792 | $26.0B | 504.07% | Share |
| 2 | Arkadios Wealth Advisors | 135,231 | $3.0B | 58.16% | Share |
| 3 | UBS Group AG | 517 | $13.0M | 0.00% | Share |
Similar Stocks by Institutional Ownership
As of Q4 2025, 3 institutional investors hold OEI (Optimized Equity Income ETF). The largest holder is Arkadios Wealth Advisors with $26.0B in shares. This quarter, 2 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own OEI?
As of Q4 2025, 3 institutional investors report holding OEI (Optimized Equity Income ETF) in their 13F filings.
Who is the largest institutional holder of OEI?
The largest institutional holder of OEI is Arkadios Wealth Advisors with $26.0B in shares.
Is institutional ownership of OEI increasing or decreasing?
This quarter, 2 institutions opened new positions in OEI and 0 closed their positions.