OPTZ ETF holdings Page 2
Weights reproduce the dated portfolio and may not sum to exactly 100% because of cash, derivatives, rounding, liabilities, or other positions. Provenance stays internal.
| Snapshot field | Reported value |
|---|
| Fund | Optimize Strategy Index ETF |
|---|
| Report date | 2026-03-31 |
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| Reported holdings | 338 |
|---|
| SEC series ID | S000084701 |
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Positions 101–200 of 338
| Ticker | Issuer | Weight | Value (USD) | Balance |
|---|
| CUBI | Customers Bancorp Inc | 0.235101% | 490,242.83 | 7,063 NS |
|---|
| MS | Morgan Stanley | 0.234553% | 489,102.04 | 2,972 NS |
|---|
| FIHL | Fidelis Insurance Holdings Ltd | 0.234452% | 488,891.13 | 25,583 NS |
|---|
| BPOP | Popular Inc | 0.234335% | 488,647.14 | 3,642 NS |
|---|
| TTWO | Take-Two Interactive Software | 0.233752% | 487,430 | 2,468 NS |
|---|
| PFSI | PennyMac Financial Services In | 0.231614% | 482,972.4 | 5,526 NS |
|---|
| PNC | PNC Financial Services Group I | 0.230618% | 480,895.99 | 2,311 NS |
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| VOYA | Voya Financial Inc | 0.230491% | 480,631.2 | 7,035 NS |
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| AER | AerCap Holdings NV | 0.230251% | 480,130 | 3,500 NS |
|---|
| WTFC | Wintrust Financial Corp | 0.229807% | 479,204.06 | 3,449 NS |
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| PRU | Prudential Financial Inc | 0.22979% | 479,169.45 | 4,905 NS |
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| PRA | ProAssurance Corp | 0.229566% | 478,702.8 | 19,365 NS |
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| AXP | American Express Co | 0.22948% | 478,523.36 | 1,582 NS |
|---|
| BCAX | Bicara Therapeutics Inc | 0.228884% | 477,280.44 | 23,996 NS |
|---|
| RNR | RenaissanceRe Holdings Ltd | 0.227208% | 473,784.62 | 1,594 NS |
|---|
| RGA | Reinsurance Group of America I | 0.22499% | 469,159.68 | 2,298 NS |
|---|
| MTB | M&T Bank Corp | 0.224341% | 467,807.36 | 2,263 NS |
|---|
| PMT | PennyMac Mortgage Investment T | 0.22403% | 467,157.9 | 40,065 NS |
|---|
| ELF | elf Beauty Inc | 0.223925% | 466,939.44 | 7,704 NS |
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| NFLX | Netflix Inc | 0.223862% | 466,808.25 | 4,855 NS |
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| SSB | SOUTHSTATE BANK CORP | 0.223397% | 465,838.2 | 5,035 NS |
|---|
| EG | Everest Group Ltd | 0.22336% | 465,761.25 | 1,425 NS |
|---|
| AIZ | Assurant Inc | 0.223216% | 465,459.97 | 2,137 NS |
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| AFG | American Financial Group Inc/O | 0.223114% | 465,247.53 | 3,643 NS |
|---|
| HRTG | Heritage Insurance Holdings In | 0.223092% | 465,202.5 | 17,722 NS |
|---|
| ALL | Allstate Corp/The | 0.223026% | 465,063.62 | 2,243 NS |
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| ITGR | Integer Holdings Corp | 0.222569% | 464,112 | 5,274 NS |
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| LNTH | Lantheus Holdings Inc | 0.222176% | 463,291.8 | 6,108 NS |
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| COF | Capital One Financial Corp | 0.221952% | 462,824.91 | 2,537 NS |
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| HIG | Hartford Insurance Group Inc/T | 0.22179% | 462,486.6 | 3,420 NS |
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| RNG | RingCentral Inc | 0.221598% | 462,085.75 | 12,425 NS |
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| AXSM | Axsome Therapeutics Inc | 0.22128% | 461,424.6 | 2,730 NS |
|---|
| SVRA | Savara Inc | 0.220215% | 459,202.38 | 84,103 NS |
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| RAPP | Rapport Therapeutics Inc | 0.219919% | 458,586.24 | 14,656 NS |
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| KMPR | Kemper Corp | 0.219683% | 458,094.4 | 14,990 NS |
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| ALNY | Alnylam Pharmaceuticals Inc | 0.219126% | 456,931.47 | 1,381 NS |
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| MA | Mastercard Inc | 0.21853% | 455,689.92 | 912 NS |
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| NBIX | Neurocrine Biosciences Inc | 0.21853% | 455,688.66 | 3,459 NS |
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| MLTX | MoonLake Immunotherapeutics | 0.218281% | 455,170.16 | 24,419 NS |
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| AMP | Ameriprise Financial Inc | 0.218231% | 455,065.6 | 1,024 NS |
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| FRPT | Freshpet Inc | 0.217999% | 454,581.6 | 7,710 NS |
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| V | Visa Inc | 0.217558% | 453,662.24 | 1,501 NS |
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| TRV | Travelers Cos Inc/The | 0.21751% | 453,562.4 | 1,555 NS |
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| CINF | Cincinnati Financial Corp | 0.217321% | 453,168 | 2,880 NS |
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| HLI | Houlihan Lokey Inc | 0.217092% | 452,690.24 | 3,152 NS |
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| AON | Aon PLC | 0.216399% | 451,246.44 | 1,398 NS |
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| RLJ | RLJ Lodging Trust | 0.216208% | 450,846.62 | 60,761 NS |
|---|
| TW | Tradeweb Markets Inc | 0.215713% | 449,814.18 | 3,823 NS |
|---|
| SIGI | Selective Insurance Group Inc | 0.215044% | 448,419.72 | 5,948 NS |
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| SPOT | Spotify Technology SA | 0.21487% | 448,056.84 | 924 NS |
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| ELV | Elevance Health Inc | 0.214798% | 447,907.5 | 1,530 NS |
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| SPGI | S&P Global Inc | 0.214582% | 447,457.68 | 1,052 NS |
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| AMLX | Amylyx Pharmaceuticals Inc | 0.213315% | 444,813.9 | 32,001 NS |
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| TRUP | Trupanion Inc | 0.213207% | 444,589.6 | 17,360 NS |
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| KRYS | Krystal Biotech Inc | 0.211834% | 441,727.2 | 1,710 NS |
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| CPAY | Corpay Inc | 0.211414% | 440,849.85 | 1,515 NS |
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| MCO | Moody's Corp | 0.211091% | 440,176.25 | 1,009 NS |
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| LH | Labcorp Holdings Inc | 0.210224% | 438,368.83 | 1,643 NS |
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| GMED | Globus Medical Inc | 0.210106% | 438,123.6 | 5,085 NS |
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| JKHY | Jack Henry & Associates Inc | 0.210089% | 438,086.88 | 2,772 NS |
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| AVBP | ArriVent Biopharma Inc | 0.209276% | 436,392.12 | 18,916 NS |
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| WEX | WEX Inc | 0.209167% | 436,164 | 2,850 NS |
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| RGEN | Repligen Corp | 0.208661% | 435,109.26 | 3,693 NS |
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| CI | Cigna Group/The | 0.208642% | 435,069.25 | 1,631 NS |
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| INCY | Incyte Corp | 0.208529% | 434,834.4 | 4,620 NS |
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| TMO | Thermo Fisher Scientific Inc | 0.208139% | 434,020.99 | 883 NS |
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| FIS | Fidelity National Information | 0.208134% | 434,011.32 | 9,252 NS |
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| WING | Wingstop Inc | 0.207791% | 433,296.12 | 2,796 NS |
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| VRTX | Vertex Pharmaceuticals Inc | 0.207718% | 433,143.8 | 970 NS |
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| SBGI | Sinclair Inc | 0.207692% | 433,088.86 | 33,469 NS |
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| MBX | MBX Biosciences Inc | 0.20768% | 433,063.8 | 14,508 NS |
|---|
| IQV | IQVIA Holdings Inc | 0.20765% | 433,001.06 | 2,539 NS |
|---|
| CAH | Cardinal Health Inc | 0.206218% | 430,015.85 | 2,035 NS |
|---|
| PEN | Penumbra Inc | 0.205975% | 429,507.96 | 1,308 NS |
|---|
| GILD | Gilead Sciences Inc | 0.205789% | 429,120.23 | 3,079 NS |
|---|
| CMPX | Compass Therapeutics Inc | 0.204063% | 425,522.31 | 80,439 NS |
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| STE | STERIS PLC | 0.203818% | 425,011.86 | 1,922 NS |
|---|
| FAF | First American Financial Corp | 0.203747% | 424,863.63 | 7,047 NS |
|---|
| MKTX | MarketAxess Holdings Inc | 0.202462% | 422,183.82 | 2,559 NS |
|---|
| AMGN | Amgen Inc | 0.202311% | 421,868.15 | 1,199 NS |
|---|
| STGW | Stagwell Inc | 0.202212% | 421,662.73 | 67,037 NS |
|---|
| INDV | Indivior Pharmaceuticals Inc | 0.200749% | 418,612.32 | 13,734 NS |
|---|
| BDX | Becton Dickinson & Co | 0.199964% | 416,973.96 | 2,652 NS |
|---|
| SOLV | Solventum Corp | 0.199948% | 416,940.5 | 6,385 NS |
|---|
| ISRG | Intuitive Surgical Inc | 0.199849% | 416,734.96 | 904 NS |
|---|
| MCK | McKesson Corp | 0.199611% | 416,238.16 | 481 NS |
|---|
| UHS | Universal Health Services Inc | 0.197401% | 411,631 | 2,300 NS |
|---|
| LLY | Eli Lilly & Co | 0.197165% | 411,137.19 | 447 NS |
|---|
| PRG | PROG Holdings Inc | 0.19705% | 410,898.18 | 14,322 NS |
|---|
| CRVS | Corvus Pharmaceuticals Inc | 0.196868% | 410,517.8 | 28,060 NS |
|---|
| ORIC | ORIC Pharmaceuticals Inc | 0.196425% | 409,595.76 | 32,328 NS |
|---|
| IDXX | IDEXX Laboratories Inc | 0.196167% | 409,055.92 | 728 NS |
|---|
| OMER | Omeros Corp | 0.194499% | 405,577.92 | 38,407 NS |
|---|
| SANA | Sana Biotechnology Inc | 0.194332% | 405,230.4 | 140,705 NS |
|---|
| CGEM | Cullinan Therapeutics Inc | 0.191884% | 400,125.18 | 28,158 NS |
|---|
| SYK | Stryker Corp | 0.191615% | 399,565.44 | 1,216 NS |
|---|
| RMD | ResMed Inc | 0.188713% | 393,513.44 | 1,753 NS |
|---|
| HCA | HCA Healthcare Inc | 0.188593% | 393,262.44 | 831 NS |
|---|
| HTZ | Hertz Global Holdings Inc | 0.188492% | 393,053.21 | 85,261 NS |
|---|
| BR | Broadridge Financial Solutions | 0.188486% | 393,039.12 | 2,419 NS |
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