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Optimize Strategy Index ETF (OPTZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Walkner Condon Financial Advisors LLC
NEW
Shares15,205
Change+15,205
Value$686.0K
Filed 2026-11-02
Susquehanna International Group, LLP
N/A
Shares— from 16,412
Change-16,412 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 11,750
Change-11,750 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,553
Change-4,553 (-100%)
Value—
UBS Group AG
N/A
Shares— from 669
Change-669 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Status
Walkner Condon Financial Advisors LLC
NEW15,205—+15,205——$686.0K—2026-11-02
Susquehanna International Group, LLP
N/A—16,412-16,412-100%$816.6K———
Citadel Advisors LLC
N/A—11,750-11,750-100%$584.7K———
Jane Street Group, LLC
N/A—4,553-4,553-100%$226.6K———
UBS Group AG
N/A—669-669-100%$33.3K———
Global Retirement Partners, LLC
N/A—285-285-100%$14.2K———
Showing 6 of 6 institutions