OVT — Listed Fds Tr Institutional Holders · Q2 2026
Who owns Listed Fds Tr (OVT)? 19 institutions reported holding $50.69M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Bison Wealth, LLC ($34.5M), Holcombe Financial, Inc. ($11.7M), Evolution Wealth Management Inc. ($761,780).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $34.5M | 1.6M | Trimmed |
| 2 | Holcombe Financial, Inc. | $11.7M | 534,387 | Added |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | $761,780 | 34,904 | Added |
| 4 | Oasis Advisors, LLC | $719,702 | 32,976 | Trimmed |
| 5 | Orion Porfolio Solutions, LLC | $522,496 | 23,940 | Trimmed |
| 6 | True Link Financial Advisors, LLC | $513,106 | 23,510 | New |
| 7 | Virtu Financial LLC | $498,000 | 22,826 | Trimmed |
| 8 | LPL Financial LLC | $429,189 | 19,665 | New |
| 9 | RAYMOND JAMES FINANCIAL INC | $339,881 | 15,573 | Hold |
| 10 | Nuveen, LLC | $209,477 | 9,598 | New |
| 11 | Atlantic Union Bankshares Corp | $183,785 | 8,421 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $158,624 | 7,268 | New |
| 13 | Global Retirement Partners, LLC | $114,407 | 5,242 | New |
| 14 | REAP Financial Group, LLC | $87,314 | 4,001 | Trimmed |
| 15 | AE Wealth Management LLC | $19,161 | 878 | Added |
| 16 | MORGAN STANLEY | $23 | 1 | New |
| 17 | Royal Bank of Canada | $0 | 0 | Exited |
| 18 | UBS Group AG | $0 | 0 | Exited |
| 19 | Wealthcare Advisory Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30