ADVISOR MANAGED PORTFOLIOS (OPTZ)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
5
Reporting holders
$1.7M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $816.6K | 16,412 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $584.7K | 11,750 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $226.6K | 4,553 | 0.00% | new | NEW |
| UBS Group AG | $33.3K | 669 | 0.00% | 2q | +23.4%+$6.3K |
| Global Retirement Partners, LLC | $14.2K | 285 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $1.7M | 33,669 | 4 | 1 | 0 | 0.0% |
| Q1 2026 | 1 | $19.6K | 542 | 1 | 0 | 0 | 0.0% |
| Q4 2025 | 1 | $304.1K | 8,437 | 0 | 1 | 0 | 0.0% |
| Q3 2025 | 2 | $362.0K | 10,257 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 4 | $2.0M | 64,764 | 2 | 1 | 1 | 0.0% |
| Q1 2025 | 3 | $127.6M | 4,743,337 | 2 | 1 | 0 | 0.0% |
| Q4 2024 | 1 | $3.2K | 107 | 0 | 0 | 1 | 0.0% |
| Q3 2024 | 3 | $526.1K | 18,397 | 0 | 0 | 3 | 0.0% |
| Q2 2024 | 4 | $1.1M | 39,549 | 4 | 0 | 0 | 0.0% |