8 institutions reported holding $17.4M of LISTED FDS TR (OVS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bison Wealth, LLC ($15.3M), Johnson & White Wealth Management, LLC ($1.7M), OLD MISSION CAPITAL LLC ($257,600), OSAIC HOLDINGS, INC. ($43,461), Royal Bank of Canada ($23,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $15.3M | 388,425 | Added |
| 2 | Johnson & White Wealth Management, LLC | $1.7M | 47,869 | Added |
| 3 | OLD MISSION CAPITAL LLC | $257,600 | 7,083 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $43,461 | 1,195 | Trimmed |
| 5 | Royal Bank of Canada | $23,000 | 643 | New |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $6,946 | 191 | Hold |
| 7 | UBS Group AG | $1,891 | 52 | Trimmed |
| 8 | AE Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31