Who Owns OPTZ?
Optimize Strategy Index ETF — Institutional Ownership & 13F Holdings
$41.82
+0.97 (+2.36%)
Market Cap
$209.7M
Shares Outstanding
5,760,168
Institutional Holders
3
Total Inst. Value
$127.6M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Optimize Financial Inc | $127.3M | 4,729,474 |
| 2 | CITADEL ADVISORS LLC | $359K | 13,335 |
| 3 | UBS Group AG | $14K | 528 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +421 | $14K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold OPTZ?
As of Q1 2025, 3 institutional investors report holding OPTZ (Optimize Strategy Index ETF) in their 13F filings.
Which hedge fund owns the most OPTZ?
The largest institutional holder of OPTZ is Optimize Financial Inc with $127.3M in shares.
Are institutions buying or selling OPTZ?
This quarter, 2 institutions opened new positions in OPTZ and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.