18 institutions reported holding $40.4M of LISTED FDS TR (OVB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bison Wealth, LLC ($21.7M), Brookwood Investment Group LLC ($8.4M), EVOLUTION WEALTH MANAGEMENT INC. ($3.7M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.8M), Ethos Capital Management, Inc. ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $21.7M | 1.1M | Trimmed |
| 2 | Brookwood Investment Group LLC | $8.4M | 409,560 | New |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | $3.7M | 177,905 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 87,210 | Trimmed |
| 5 | Ethos Capital Management, Inc. | $1.6M | 78,546 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $1.2M | 56,242 | New |
| 7 | Wealthcare Advisory Partners LLC | $441,357 | 21,481 | New |
| 8 | Atlantic Union Bankshares Corp | $408,178 | 19,866 | Added |
| 9 | Luminist Capital LLC | $398,436 | 19,392 | Added |
| 10 | REAP Financial Group, LLC | $335,026 | 16,306 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $257,302 | 12,523 | Hold |
| 12 | IFP Advisors, Inc | $86,069 | 4,189 | Added |
| 13 | OSAIC HOLDINGS, INC. | $36,634 | 1,783 | Trimmed |
| 14 | AE Wealth Management LLC | $23,227 | 1,130 | Added |
| 15 | UBS Group AG | $11,403 | 555 | Added |
| 16 | Royal Bank of Canada | $8,000 | 380 | New |
| 17 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3,205 | 156 | New |
| 18 | Orion Porfolio Solutions, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31