8 institutions reported holding $48.2M of LISTED FDS TR (OVT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bison Wealth, LLC ($34.5M), Holcombe Financial, Inc. ($11.7M), EVOLUTION WEALTH MANAGEMENT INC. ($761,780), Oasis Advisors, LLC ($719,702), True Link Financial Advisors, LLC ($513,106). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $34.5M | 1.6M | Trimmed |
| 2 | Holcombe Financial, Inc. | $11.7M | 534,387 | Added |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | $761,780 | 34,904 | Added |
| 4 | Oasis Advisors, LLC | $719,702 | 32,976 | Trimmed |
| 5 | True Link Financial Advisors, LLC | $513,106 | 23,510 | New |
| 6 | REAP Financial Group, LLC | $87,314 | 4,001 | Trimmed |
| 7 | AE Wealth Management LLC | $19,161 | 878 | Added |
| 8 | Wealthcare Advisory Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30