13 institutions reported holding $75.0M of LISTED FDS TR (OVLH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bison Wealth, LLC ($46.0M), Holcombe Financial, Inc. ($14.8M), COMMONWEALTH EQUITY SERVICES, LLC ($9.8M), Apollon Wealth Management, LLC ($2.9M), PKS Advisory Services, LLC ($456,433). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $46.0M | 1.1M | Added |
| 2 | Holcombe Financial, Inc. | $14.8M | 354,916 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 235,472 | Added |
| 4 | Apollon Wealth Management, LLC | $2.9M | 69,381 | Added |
| 5 | PKS Advisory Services, LLC | $456,433 | 10,924 | New |
| 6 | Oasis Advisors, LLC | $357,455 | 8,556 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $249,897 | 5,981 | Trimmed |
| 8 | REAP Financial Group, LLC | $111,938 | 2,679 | Trimmed |
| 9 | IFP Advisors, Inc | $111,929 | 2,679 | Added |
| 10 | CoreCap Advisors, LLC | $99,269 | 2,376 | Added |
| 11 | EVOLUTION WEALTH MANAGEMENT INC. | $52,100 | 1,247 | Hold |
| 12 | AE Wealth Management LLC | $24 | 1 | Hold |
| 13 | CLG LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30