OVF — Listed Fds Tr Institutional Holders · Q2 2026
Who owns Listed Fds Tr (OVF)? 11 institutions reported holding $30.67M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Bison Wealth, LLC ($23.7M), Johnson & White Wealth Management, LLC ($4.3M), LPL Financial LLC ($1.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $23.7M | 736,641 | Added |
| 2 | Johnson & White Wealth Management, LLC | $4.3M | 137,191 | Added |
| 3 | LPL Financial LLC | $1.1M | 34,639 | Added |
| 4 | CAP Partners, LLC | $773,156 | 24,397 | New |
| 5 | True Link Financial Advisors, LLC | $244,013 | 7,700 | New |
| 6 | WELLS FARGO & COMPANY/MN | $236,312 | 7,457 | New |
| 7 | Oasis Advisors, LLC | $234,150 | 7,389 | New |
| 8 | OSAIC HOLDINGS, INC. | $61,331 | 1,935 | Hold |
| 9 | EVOLUTION WEALTH MANAGEMENT INC. | $5,451 | 172 | Trimmed |
| 10 | MORGAN STANLEY | $48 | 1 | New |
| 11 | Royal Bank of Canada | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30