11 institutions reported holding $38.4M of LISTED FDS TR (OVB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bison Wealth, LLC ($23.6M), Brookwood Investment Group LLC ($8.5M), EVOLUTION WEALTH MANAGEMENT INC. ($4.4M), Ethos Capital Management, Inc. ($1.1M), True Link Financial Advisors, LLC ($249,767). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $23.6M | 1.2M | Added |
| 2 | Brookwood Investment Group LLC | $8.5M | 417,194 | Added |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | $4.4M | 217,195 | Added |
| 4 | Ethos Capital Management, Inc. | $1.1M | 52,960 | Trimmed |
| 5 | True Link Financial Advisors, LLC | $249,767 | 12,223 | New |
| 6 | REAP Financial Group, LLC | $235,584 | 11,529 | Trimmed |
| 7 | BEAM WEALTH ADVISORS, INC. | $204,749 | 10,020 | New |
| 8 | AE Wealth Management LLC | $108,781 | 5,323 | Added |
| 9 | IFP Advisors, Inc | $27,300 | 1,336 | Trimmed |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3,185 | 156 | Hold |
| 11 | Wealthcare Advisory Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30