Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was Citadel Advisors LLC (new position).
3 tracked 13F filers disclose a position in OPTZ as of the latest SEC 13F filings, a combined $618K 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Citadel Advisors LLC | 12K | $585K | ▲New +12K sh | Q2 2026 | |
| 2 | UBS Group AG | 542 | $20K | ▲+247% Added · +386 sh | Q1 2026 | |
| 3 | Global Retirement Partners, LLC | 285 | $14K | ▲New +285 sh | Q2 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.
Last quarter, 2 funds opened a new position in OPTZ, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 2 funds | $13.4B |
| Amazon.com IncAMZN | 2 funds | $2.7B |
| Nvidia CorpNVDA | 2 funds | $2.5B |
| Apple IncAAPL | 2 funds | $2.3B |
| Microsoft CorpMSFT | 2 funds | $1.5B |
| Electronic Arts IncEA | 2 funds | $1.2B |
| Warner Bros Discovery IncWBD | 2 funds | $1.2B |
| Eli Lilly & CoLLY | 2 funds | $1.2B |
| Broadcom IncAVGO | 2 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 2 funds | $1.1B |
| BlackRock IncBLK | 2 funds | $1.1B |
| Advanced Micro DevicesAMD | 2 funds | $962.1M |
Ranked by how many of OPTZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OPTZ.
| Class | 13F holders | Value held |
|---|---|---|
| SHDGSOUNDWATCH HEDGD | 8 funds | $158.1M |
| MBSXREGAN FIXED RATE | 7 funds | $15.0M |
| RCLRRECKONER BBB-B C | 7 funds | $13.1M |
| RAAARECKONER YIELD E | 7 funds | $7.0M |
| MVPAMILLER VALUE PAR | 7 funds | $3.1M |
| RCLORECKONER BBB-B | 6 funds | $8.2M |
| RAARRECKONER YIELD | 5 funds | $12.3M |
| RVERTRENCHLESS FUND | 4 funds | $1.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for OPTZ
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OPTZ/capital-change-brief"
Use Arkolith's capital_change_brief for OPTZ. 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 OPTZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.