Who Owns Optimize Strategy Index ETF (OPTZ)?Hedge Fund & Institutional Holders
Institutional Holders
1
as of Q4 2025
Total Institutional Value
$0
% of Float Held
—
QoQ Change in Holders
+0 / -1
Price History
OPTZ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| CITADEL ADVISORS LLC | Increased | +2K | +$-236.6M |
OPTZ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| UBS Group AG | Closed Position | -4K | -$125.4M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | 8,437 | $0 | 0.00% | Share |
OPTZ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 1 | $0 | -1 |
| Q3 2025 | 2 | $362.0M | -3 |
| Q2 2025 | 5 | $2.0B | +2 |
| Q1 2025 | 3 | $127.6B | +1 |
| Q4 2024 | 2 | $3.2M | -2 |
| Q3 2024 | 4 | $525.4M | -1 |
| Q2 2024 | 5 | $345.5B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 1 institutional investors hold OPTZ (Optimize Strategy Index ETF). The largest holder is CITADEL ADVISORS LLC with $0 in shares. This quarter, 0 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own OPTZ?
As of Q4 2025, 1 institutional investors report holding OPTZ (Optimize Strategy Index ETF) in their 13F filings.
Who is the largest institutional holder of OPTZ?
The largest institutional holder of OPTZ is CITADEL ADVISORS LLC with $0 in shares.
Is institutional ownership of OPTZ increasing or decreasing?
This quarter, 0 institutions opened new positions in OPTZ and 1 closed their positions.