Institutional Ownership
Optimized Equity Income ETF
CUSIP 53656G159ETFOEIQ1 2026
Institutional Holders
3
13F filers
Shares Held
1.44M
Aggregate institutional
Institutional Value
$35.39M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased1
Sold out0
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 1.42M | $34.90M | +252.4K | Added |
| 2 | Avory & Company, LLC | 19.5K | $478.9K | 0 | Held |
| 3 | Ubs Group AG | 348 | $8.5K | −169 | Reduced |