13 institutions reported holding $24.5M of LISTED FDS TR (OVM) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bison Wealth, LLC ($21.9M), IFP Advisors, Inc ($1.1M), Beacon Capital Management, LLC ($402,584), MML INVESTORS SERVICES, LLC ($286,121), OLD MISSION CAPITAL LLC ($249,838). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $21.9M | 1.0M | Added |
| 2 | IFP Advisors, Inc | $1.1M | 51,515 | Added |
| 3 | Beacon Capital Management, LLC | $402,584 | 18,779 | Trimmed |
| 4 | MML INVESTORS SERVICES, LLC | $286,121 | 13,346 | Added |
| 5 | OLD MISSION CAPITAL LLC | $249,838 | 11,654 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $246,939 | 11,519 | New |
| 7 | Cetera Investment Advisers | $207,927 | 9,699 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $40,089 | 1,869 | Trimmed |
| 9 | Sound Income Strategies, LLC | $10,804 | 502 | Hold |
| 10 | EVOLUTION WEALTH MANAGEMENT INC. | $10,526 | 491 | Hold |
| 11 | UBS Group AG | $5,531 | 258 | Added |
| 12 | MORGAN STANLEY | $41 | 1 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31