6 institutions reported holding $29.3M of LISTED FDS TR (OVF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bison Wealth, LLC ($23.7M), Johnson & White Wealth Management, LLC ($4.3M), CAP Partners, LLC ($773,156), True Link Financial Advisors, LLC ($244,013), Oasis Advisors, LLC ($234,150). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $23.7M | 736,641 | Added |
| 2 | Johnson & White Wealth Management, LLC | $4.3M | 137,191 | Added |
| 3 | CAP Partners, LLC | $773,156 | 24,397 | New |
| 4 | True Link Financial Advisors, LLC | $244,013 | 7,700 | New |
| 5 | Oasis Advisors, LLC | $234,150 | 7,389 | New |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $5,451 | 172 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30