OEI

Optimize Equity Income ETFETF
UnclassifiedUSCUSIP 53656G159◍ Confluence graph
Tracked 13F Holders
2
-1 QoQ
13F Value (tracked)
$43.3M
13F Moves · latest Q
0 added
0 trimmed
Recent Filings
0

Who owns OEI?

2 tracked 13F filers

2 tracked 13F filers disclose a position in OEI as of the latest SEC 13F filings, a combined $43.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Arkadios Wealth Advisors
$43.3M
1.7M
+18%
Added · +262K sh
Q2 2026
2UBS Group AG
$9K
348
−33%
Reduced · −169 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Institutional ownership over time

1 funds-1 since Q4 2025
012Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $43.3M

Share classes

Class13F holdersValue held
MAGSmc220 funds$1.2B
XXRPTEUCRIUM 2X LONG13 funds$1.5M
BCDFHORZN KINTCS BL11 funds$10.7M
53656G563HORIZON KINETICS7 funds$561K
53656G332RELATIVE STRENGT6 funds$10.7M
NVIRHORIZON KINETICS5 funds$1.1M
SPAQHORZN KNTCS SPAC4 funds$6.9M
53656G357YIELDS FOR YOU I3 funds$635K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in OEI

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/OEI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for OEI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.