Who Owns Optimi Health Stock?
NASDAQ: OPTHHealthcareDrug Manufacturers - Specialty & GenericUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 7.29%
- Held by insiders
- 12.66%
- Institutional holders
- 11
- Institutions 7.3%
- Insiders 12.7%
- Public and other 80.0%
Who owns Optimi Health stock?
Institutional investors own about 7.3% of Optimi Health's shares, spread across 11 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 12.66% of OPTH.
The largest institutional holders are Yorkville Advisors Global, LP (3.48%), Mariner, LLC (2.14%) and AdvisorShares Investments, LLC (1.80%). Together, the top 10 institutions control 7.8% of shares outstanding. In their latest filings, 10 of the top 10 institutions increased their OPTH positions and 0 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of OPTH
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Yorkville Advisors Global, LP | 199.00K | 3.48% | +100.0% |
| Mariner, LLC | 122.25K | 2.14% | +100.0% |
| AdvisorShares Investments, LLC | 102.79K | 1.80% | +100.0% |
| Two Sigma Securities, LLC | 10.59K | 0.19% | +100.0% |
| UBS Group AG | 5.87K | 0.10% | +100.0% |
| Royal Bank of Canada | 1.96K | 0.03% | +100.0% |
| National Bank of Canada/FI/ | 598 | 0.01% | +100.0% |
| TD Waterhouse Canada Inc. | 333 | 0.01% | +100.0% |
| Northwestern Mutual Wealth Management Company | 136 | 0.00% | +100.0% |
| Arax Advisory Partners | 50 | 0.00% | +100.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of OPTH
| Fund | Shares | % Held |
|---|---|---|
| AdvisorShares Trust-AdvisorShares Psychedelics ETF | 260.43K | 4.55% |
Frequently asked questions
Who is the largest shareholder of Optimi Health?
Yorkville Advisors Global, LP is the largest institutional shareholder of OPTH, owning 3.48% of shares outstanding (199.00K shares) as of its latest 13F filing.
What percentage of Optimi Health is owned by institutions?
Institutions own about 7.3% of OPTH shares and 8.3% of the public float.
How much of Optimi Health do insiders own?
Insiders, such as officers and directors, own about 12.66% of OPTH shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.