OVM — Listed Fds Tr Institutional Holders · Q2 2026
Who owns Listed Fds Tr (OVM)? 13 institutions reported holding $28.18M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Bison Wealth, LLC ($25.4M), IFP Advisors, Inc ($1.1M), Evolution Wealth Management Inc. ($470,676).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $25.4M | 1.2M | Added |
| 2 | IFP Advisors, Inc | $1.1M | 49,135 | Trimmed |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | $470,676 | 21,607 | Added |
| 4 | PMG Family Office LLC | $446,867 | 20,514 | New |
| 5 | MML INVESTORS SERVICES, LLC | $293,726 | 13,484 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $250,924 | 11,519 | Hold |
| 7 | Cetera Investment Advisers | $211,278 | 9,699 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $40,730 | 1,869 | Hold |
| 9 | MORGAN STANLEY | $31 | 1 | Hold |
| 10 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 11 | UBS Group AG | $0 | 0 | Exited |
| 12 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 13 | Beacon Capital Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30