OPTIMIZE EQUITY INCOME ETF (OEI) Institutional Ownership and Insiders Activity

OPTIMIZE EQUITY INCOME ETF (OEI) is widely held by institutional investors, with 5 firms reporting positions valued at approximately $44.25M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Arkadios Wealth Advisors is the largest disclosed holder, reporting approximately $43.29M in OEI holdings in its latest filing.

Institutional ownership remains highly concentrated, with Arkadios Wealth Advisors representing the majority of disclosed value.