16 institutions reported holding $55.6M of LISTED FDS TR (OVT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bison Wealth, LLC ($34.8M), Holcombe Financial, Inc. ($11.5M), Oasis Advisors, LLC ($4.5M), Orion Porfolio Solutions, LLC ($2.5M), Virtu Financial LLC ($723,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $34.8M | 1.6M | Added |
| 2 | Holcombe Financial, Inc. | $11.5M | 526,466 | Added |
| 3 | Oasis Advisors, LLC | $4.5M | 2.5M | New |
| 4 | Orion Porfolio Solutions, LLC | $2.5M | 113,351 | New |
| 5 | Virtu Financial LLC | $723,000 | 32,989 | New |
| 6 | EVOLUTION WEALTH MANAGEMENT INC. | $593,277 | 27,081 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $341,165 | 15,573 | Hold |
| 8 | Wealthcare Advisory Partners LLC | $296,365 | 13,528 | New |
| 9 | Atlantic Union Bankshares Corp | $181,528 | 8,286 | Added |
| 10 | REAP Financial Group, LLC | $124,582 | 5,687 | Trimmed |
| 11 | UBS Group AG | $16,671 | 761 | Added |
| 12 | Royal Bank of Canada | $13,000 | 592 | New |
| 13 | AE Wealth Management LLC | $20 | 1 | Trimmed |
| 14 | STIFEL FINANCIAL CORP | $0 | 0 | Exited |
| 15 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 16 | BlueChip Wealth Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31