OPTIMIZE EQUITY INCOME ETF (OEI) Institutional Ownership Changes & 13F Activity
OPTIMIZE EQUITY INCOME ETF (OEI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Arkadios Wealth Advisors, Jane Street Group, Llc, Gts Securities Llc, and Ubs Group Ag.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jane Street Group, Llc | Buy | +8,896 | — | 8,896 | $228.49K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +8,609 | — | 8,609 | $221.12K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -328 | -94.3% | 20 | $514.00 | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | Buy | +261,838 | +18.4% | 1,685,274 | $43.29M | Q2 2026 | Aug 10, 2026 |
Frequently asked questions about OEI activity
Which institutional owners are buying OEI?
Institutional owners buying OEI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OEI activity?
"Buy" means an investor increased their reported position in OEI compared to the prior reporting period. This reflects growing exposure to OPTIMIZE EQUITY INCOME ETF (OEI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OEI increasing?
Institutional interest in OEI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.