Optimize Equity Income ETF
$26.60+0.8%
+$7.2M
Net Activity
+19.33% total shares
Institutions Holding
5
Popularity Rank
#11881
Avg Weight
0.26%
Total Value
$44.2M
5 institutions currently hold OEI, with 3 net buyers and 1 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
1
Net Buying Institutions
3
Top 5 by Value
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Across its top 5 institutional holders, OEI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 18/100, avg. turnover score 47/100).
OEI ranks #11881 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
OEI is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
5 institutions disclose a position in OEI, but none treat it as a major bet — even Arkadios Wealth Advisors, its most concentrated holder, allocates just 0.7% of its own portfolio to it.
Arkadios Wealth Advisors has added to its OEI position for two straight quarters, increasing it by $13.3M to reach $43.3M today.
UBS Group AG has trimmed its OEI position for two straight quarters, cutting it by $12.7K while still holding $514.0.
OEI is up 0.8% today, and institutions have been net buyers of $7.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$7.2M
Total Buy Value
$8.4K
Total Sell Value
3
Net Buyers
1
Net Sellers
OEI
Q2 2026
Top 5 Institutional Movers
+$8.4M
+$228.5K
+$221.1K
+$22.7K
-$8.0K
OEI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
53656G159
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,323
Total reported value
$864.3B
Held by 4323 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Access OEI's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/OEICLI
npx alphasmo stocks get OEI