ADVISOR MANAGED PORTFOLIOS

OPTZ (ADVISOR MANAGED PORTFOLIOS) is held by 1 institutional investors as of Q1 2026. Largest holders: UBS Group AG ($19,615). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (1)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UBS Group AG	New	542	$19,615	0.0%	+24.27%	29
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$304,072	0.0%	+32.79%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer