Who Owns LISTED FDS TR (OVLH)? -- Institutional Holders (2026-03-31)
30 institutions reported holding $84.4M of LISTED FDS TR (OVLH) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bison Wealth, LLC ($43.6M), Holcombe Financial, Inc. ($13.3M), Delta Investment Management, LLC ($10.3M), COMMONWEALTH EQUITY SERVICES, LLC ($6.7M), LPL Financial LLC ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Bison Wealth, LLC | $43.6M | 1.0M | Trimmed |
| 2 | Holcombe Financial, Inc. | $13.3M | 350,860 | Added |
| 3 | Delta Investment Management, LLC | $10.3M | 272,224 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 175,914 | Added |
| 5 | LPL Financial LLC | $2.7M | 71,627 | Added |
| 6 | Apollon Wealth Management, LLC | $2.1M | 55,502 | Added |
| 7 | PACIFIC FINANCIAL GROUP INC | $2.0M | 53,675 | Trimmed |
| 8 | STIFEL FINANCIAL CORP | $781,822 | 20,645 | Hold |
| 9 | FIFTH THIRD BANCORP | $615,914 | 16,264 | New |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $484,771 | 12,801 | New |
| 11 | RAYMOND JAMES FINANCIAL INC | $335,943 | 8,871 | Hold |
| 12 | JANE STREET GROUP, LLC | $280,653 | 7,411 | New |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | $262,951 | 6,944 | Trimmed |
| 14 | CLG LLC | $251,294 | 6,636 | Hold |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $228,061 | 6,022 | New |
| 16 | REAP Financial Group, LLC | $146,037 | 3,856 | Trimmed |
| 17 | IFP Advisors, Inc | $99,181 | 2,619 | Trimmed |
| 18 | CoreCap Advisors, LLC | $50,026 | 1,321 | Trimmed |
| 19 | EVOLUTION WEALTH MANAGEMENT INC. | $47,224 | 1,247 | Added |
| 20 | MORGAN STANLEY | $43,248 | 1,142 | Added |
| 21 | Royal Bank of Canada | $31,000 | 829 | New |
| 22 | Gen-Wealth Partners Inc | $4,544 | 120 | New |
| 23 | UBS Group AG | $1,250 | 33 | Trimmed |
| 24 | AE Wealth Management LLC | $22 | 1 | Hold |
| 25 | Orion Porfolio Solutions, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31