OVB — Listed Fds Tr Institutional Holders · Q2 2026
Who owns Listed Fds Tr (OVB)? 20 institutions reported holding $40.89M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Bison Wealth, LLC ($23.6M), Brookwood Investment Group LLC ($8.5M), Evolution Wealth Management Inc. ($4.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $23.6M | 1.2M | Added |
| 2 | Brookwood Investment Group LLC | $8.5M | 417,194 | Added |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | $4.4M | 217,195 | Added |
| 4 | Ethos Capital Management, Inc. | $1.1M | 52,960 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $850,104 | 41,602 | Trimmed |
| 6 | Luminist Capital LLC | $550,723 | 28,062 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $511,794 | 25,046 | Added |
| 8 | Atlantic Union Bankshares Corp | $412,197 | 20,172 | Added |
| 9 | True Link Financial Advisors, LLC | $249,767 | 12,223 | New |
| 10 | REAP Financial Group, LLC | $235,584 | 11,529 | Trimmed |
| 11 | BEAM WEALTH ADVISORS, INC. | $204,749 | 10,020 | New |
| 12 | AE Wealth Management LLC | $108,781 | 5,323 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $96,552 | 4,725 | New |
| 14 | OSAIC HOLDINGS, INC. | $36,434 | 1,783 | Hold |
| 15 | IFP Advisors, Inc | $27,300 | 1,336 | Trimmed |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3,185 | 156 | Hold |
| 17 | Royal Bank of Canada | $0 | 0 | Exited |
| 18 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 19 | UBS Group AG | $0 | 0 | Exited |
| 20 | Wealthcare Advisory Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30