Who Owns LISTED FD TR (OVLH)? -- Institutional Holders (2026-06-30)

29 institutions reported holding $95.1M of LISTED FD TR (OVLH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bison Wealth, LLC ($46.0M), Holcombe Financial, Inc. ($14.8M), Delta Investment Management, LLC ($11.9M), COMMONWEALTH EQUITY SERVICES, LLC ($9.8M), LPL Financial LLC ($2.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Bison Wealth, LLC	$46.0M	1.1M	Added
2	Holcombe Financial, Inc.	$14.8M	354,916	Added
3	Delta Investment Management, LLC	$11.9M	285,957	Added
4	COMMONWEALTH EQUITY SERVICES, LLC	$9.8M	235,472	Added
5	LPL Financial LLC	$2.9M	70,077	Trimmed
6	Apollon Wealth Management, LLC	$2.9M	69,381	Added
7	PACIFIC FINANCIAL GROUP INC	$2.2M	53,268	Trimmed
8	STIFEL FINANCIAL CORP	$862,548	20,645	Hold
9	FIFTH THIRD BANCORP	$679,510	16,264	Hold
10	Nuveen, LLC	$467,143	11,181	New
11	PKS Advisory Services, LLC	$456,433	10,924	New
12	RAYMOND JAMES FINANCIAL INC	$370,630	8,871	Hold
13	Oasis Advisors, LLC	$357,455	8,556	New
14	MERCER GLOBAL ADVISORS INC /ADV	$289,893	6,939	Trimmed
15	ENVESTNET ASSET MANAGEMENT INC	$249,897	5,981	Trimmed
16	WELLS FARGO & COMPANY/MN	$242,115	5,795	New
17	REAP Financial Group, LLC	$111,938	2,679	Trimmed
18	IFP Advisors, Inc	$111,929	2,679	Added
19	CoreCap Advisors, LLC	$99,269	2,376	Added
20	Luminist Capital LLC	$52,735	1,306	New
21	EVOLUTION WEALTH MANAGEMENT INC.	$52,100	1,247	Hold
22	Royal Bank of Canada	$28,000	668	Trimmed
23	MORGAN STANLEY	$13,328	319	Trimmed
24	AE Wealth Management LLC	$24	1	Hold
25	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30