OVS — Listed Fds Tr Institutional Holders · Q2 2026
Who owns Listed Fds Tr (OVS)? 11 institutions reported holding $21.16M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Bison Wealth, LLC ($16.9M), Johnson & White Wealth Management, LLC ($2.2M), Lotus Technology Management, LP ($760,646).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $16.9M | 401,701 | Added |
| 2 | Johnson & White Wealth Management, LLC | $2.2M | 51,496 | Added |
| 3 | Lotus Technology Management, LP | $760,646 | 110,076 | New |
| 4 | OLD MISSION CAPITAL LLC | $451,876 | 10,595 | Added |
| 5 | Wealthcare Advisory Partners LLC | $304,841 | 7,148 | New |
| 6 | Arax Advisory Partners | $228,745 | 5,363 | New |
| 7 | WELLS FARGO & COMPANY/MN | $209,923 | 4,922 | New |
| 8 | OSAIC HOLDINGS, INC. | $50,967 | 1,195 | Hold |
| 9 | EVOLUTION WEALTH MANAGEMENT INC. | $8,146 | 191 | Hold |
| 10 | Royal Bank of Canada | $0 | 0 | Exited |
| 11 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30