9 institutions reported holding $27.0M of LISTED FDS TR (OVF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bison Wealth, LLC ($22.8M), Johnson & White Wealth Management, LLC ($3.7M), LPL Financial LLC ($303,919), OSAIC HOLDINGS, INC. ($56,803), Royal Bank of Canada ($31,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $22.8M | 713,321 | Added |
| 2 | Johnson & White Wealth Management, LLC | $3.7M | 127,712 | Added |
| 3 | LPL Financial LLC | $303,919 | 10,355 | New |
| 4 | OSAIC HOLDINGS, INC. | $56,803 | 1,935 | Trimmed |
| 5 | Royal Bank of Canada | $31,000 | 1,066 | New |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $14,205 | 484 | Hold |
| 7 | Oasis Advisors, LLC | $0 | 0 | Exited |
| 8 | UBS Group AG | $0 | 0 | Exited |
| 9 | Orion Porfolio Solutions, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31