Optimized Equity Income ETF (OEI)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

Ownership Map

Top 3 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisUncrowded

Holders3of 5,944

Avg: 68

Uncrowded49th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

22th percentile

1 buying1 selling

+0

New

-0

Closed

+252K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Arkadios Wealth Advisors98.6%

Avory & Company,1.4%

UBS Group AG0.0%

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Institutional Trends (2 Quarters)

No trend data available for this metric.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.57%Avg weight: 0.40%Max: 0.62%High conviction (>1%): 0

Arkadios Wealth Advisors

Avory & Company,

UBS Group AG

Ownership Map

Top 3 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 3 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Crowding AnalysisUncrowded

Holders3of 5,944

Avg: 68

Uncrowded49th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

22th percentile

1 buying1 selling

+0

New

-0

Closed

+252K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Arkadios Wealth Advisors98.6%

Avory & Company,1.4%

UBS Group AG0.0%

Crowding AnalysisUncrowded

Holders3of 5,944

Avg: 68

Uncrowded49th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

22th percentile

1 buying1 selling

+0

New

-0

Closed

+252K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Arkadios Wealth Advisors98.6%

Avory & Company,1.4%

UBS Group AG0.0%

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)