Who Owns LISTED FDS TR (OVL)? -- Institutional Holders (2026-03-31)
42 institutions reported holding $171.0M of LISTED FDS TR (OVL) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bison Wealth, LLC ($114.9M), ENVESTNET ASSET MANAGEMENT INC ($14.2M), RAYMOND JAMES FINANCIAL INC ($9.0M), Legacy Private Trust Co. ($4.3M), JPMORGAN CHASE & CO ($4.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Bison Wealth, LLC | $114.9M | 2.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $14.2M | 282,861 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $9.0M | 178,498 | Trimmed |
| 4 | Legacy Private Trust Co. | $4.3M | 86,193 | Added |
| 5 | JPMORGAN CHASE & CO | $4.3M | 88,416 | Trimmed |
| 6 | Royal Bank of Canada | $3.4M | 67,093 | Added |
| 7 | EVOLUTION WEALTH MANAGEMENT INC. | $2.1M | 42,043 | Trimmed |
| 8 | Janney Montgomery Scott LLC | $1.9M | 36,890 | Trimmed |
| 9 | Private Advisor Group, LLC | $1.8M | 35,611 | Added |
| 10 | Johnson & White Wealth Management, LLC | $1.8M | 35,063 | Added |
| 11 | Smartleaf Asset Management LLC | $1.7M | 35,611 | Added |
| 12 | Apollon Wealth Management, LLC | $1.7M | 34,450 | New |
| 13 | SHELTON CAPITAL MANAGEMENT | $1.4M | 27,131 | New |
| 14 | OLD MISSION CAPITAL LLC | $746,552 | 14,842 | Added |
| 15 | Equitable Holdings, Inc. | $707,906 | 13,304 | Trimmed |
| 16 | LPL Financial LLC | $701,719 | 13,951 | Added |
| 17 | NBC SECURITIES, INC. | $625,480 | 12,435 | Trimmed |
| 18 | STIFEL FINANCIAL CORP | $616,175 | 12,250 | Hold |
| 19 | REAP Financial Group, LLC | $500,833 | 9,957 | Trimmed |
| 20 | Luminist Capital LLC | $420,111 | 8,352 | Trimmed |
| 21 | Brooklyn Investment Group | $414,322 | 8,237 | New |
| 22 | Waterloo Capital, L.P. | $392,842 | 7,810 | Trimmed |
| 23 | GTS SECURITIES LLC | $392,491 | 7,803 | Added |
| 24 | OSAIC HOLDINGS, INC. | $383,045 | 7,614 | Trimmed |
| 25 | AE Wealth Management LLC | $362,713 | 7,211 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31