5 institutions reported holding $1.7M of ADVISOR MANAGED PORTFOLIOS (OPTZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUSQUEHANNA INTERNATIONAL GROUP, LLP ($816,637), CITADEL ADVISORS LLC ($584,662), JANE STREET GROUP, LLC ($226,550), UBS Group AG ($33,288), Global Retirement Partners, LLC ($14,181). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $816,637 | 16,412 | New |
| 2 | CITADEL ADVISORS LLC | $584,662 | 11,750 | New |
| 3 | JANE STREET GROUP, LLC | $226,550 | 4,553 | New |
| 4 | UBS Group AG | $33,288 | 669 | Added |
| 5 | Global Retirement Partners, LLC | $14,181 | 285 | New |
Source: SEC Form 13F filings · as of 2026-06-30