6 institutions reported holding $27.4M of LISTED FDS TR (OVM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bison Wealth, LLC ($25.4M), IFP Advisors, Inc ($1.1M), EVOLUTION WEALTH MANAGEMENT INC. ($470,676), PMG Family Office LLC ($446,867), Sound Income Strategies, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $25.4M | 1.2M | Added |
| 2 | IFP Advisors, Inc | $1.1M | 49,135 | Trimmed |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | $470,676 | 21,607 | Added |
| 4 | PMG Family Office LLC | $446,867 | 20,514 | New |
| 5 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 6 | Beacon Capital Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30