# ADVISOR MANAGED PORTFOLIOS (OPTZ)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OPTZ/

- Reporting holders: 5
- Reported value: $2.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.2M | 23,500 | 0.0% | 1 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $816.6K | 16,412 | 0.0% | 1 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $226.6K | 4,553 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $33.3K | 669 | 0.0% | 2 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $14.2K | 285 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 5 | $2.3M |
| Q1 2026 | 1 | $19.6K |
| Q4 2025 | 1 | $304.1K |
| Q3 2025 | 2 | $362.0K |
| Q2 2025 | 4 | $2.0M |
| Q1 2025 | 3 | $127.6M |
| Q4 2024 | 1 | $3.2K |
| Q3 2024 | 3 | $526.1K |
| Q2 2024 | 4 | $1.1M |