2 institutions reported holding $19,615 of ADVISOR MANAGED PORTFOLIOS (OPTZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: UBS Group AG ($19,615), CITADEL ADVISORS LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | UBS Group AG | $19,615 | 542 | New |
| 2 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31