ADVISOR MANAGED PORTFOLIOS

OPTZ (ADVISOR MANAGED PORTFOLIOS) is held by 4 institutional investors as of Q2 2026. Largest holders: SUSQUEHANNA INTERNATIONAL GROUP, LLP ($816,637), CITADEL ADVISORS LLC ($584,662), JANE STREET GROUP, LLC ($226,550). Net institutional sentiment: Bullish.

4

Holders

$1.7M

Total Value

100% (4)

Consensus

4 buying - 0 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

OP

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)74

Activist (13D/13G)49

Congressional (STOCK Act)33

Holder Quality

34

★★★★★

Elite

60

★★★★

Strong

42

★★★

Solid

80

★★

Below

77

★

Weak

Held by 4 funds

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for OPTZ.

Top Holders

Top Holders (4)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	16,412	$816,637	0.0%	-6.94%	34
CITADEL ADVISORS LLC	New	11,750	$584,662	0.0%	-6.94%	34
JANE STREET GROUP, LLC	New	4,553	$226,550	0.0%	-6.94%	35
UBS Group AG	Increased	669(+23.4%)	$33,288	0.0%	+14.66%	16

OPOPTZADVISOR MANAGED PORTFOLIOS

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer