OEI Institutional Ownership
Optimized Equity Income ETF
1W: -0.4%
1M: -0.8%
3M: +1.2%
YTD: +3.8%
$26.18
+0.07 (+0.27%)
Weekly Expected Move ±1.4%
$25
$26
$26
$27
$27
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — OEI
5
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
44M
Total Invested
2
New Positions
1
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 1,685,274 | $44M | +261,838 | +18.4% | 3Q | SEC ↗ |
| 2 | Avory & Company, LLC | 19,531 | $511K | — | +0.0% | 3Q | SEC ↗ |
| 3 | JANE STREET GROUP, LLC NEW | 8,896 | $233K | — | +0.0% | 1Q | SEC ↗ |
| 4 | GTS SECURITIES LLC NEW | 8,609 | $225K | — | +0.0% | 1Q | SEC ↗ |
| 5 | UBS Group AG | 20 | $1K | -328 | -94.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 8,896 | $233K |
| GTS SECURITIES LLC | 8,609 | $225K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Arkadios Wealth Advisors | +261,838 | +18.4% | 1,685,274 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -328 | -94.3% | 20 |