Advisor Managed Portfolios - OPTZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 16,412 | 816 | 0.0% | — | 1 | +16,412 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,750 | 584 | 0.0% | — | 2 | +11,750 | New | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,553 | 226 | 0.0% | — | 3 | +4,553 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 669 | 33 | 0.0% | 0.0% | 4 | +127 | 23.43% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 285 | 14 | 0.0% | — | 5 | +285 | New | Q2 2026 | Aug 06, 2026 |