4 institutions reported holding $19.5M of LISTED FDS TR (OVS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bison Wealth, LLC ($16.9M), Johnson & White Wealth Management, LLC ($2.2M), Wealthcare Advisory Partners LLC ($304,841), EVOLUTION WEALTH MANAGEMENT INC. ($8,146). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $16.9M | 401,701 | Added |
| 2 | Johnson & White Wealth Management, LLC | $2.2M | 51,496 | Added |
| 3 | Wealthcare Advisory Partners LLC | $304,841 | 7,148 | New |
| 4 | EVOLUTION WEALTH MANAGEMENT INC. | $8,146 | 191 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30