OVB LISTED FDS TR: institutional ownership and insider trading

19 funds reported holding $50.2M of LISTED FDS TR in their latest 13F filings; in Q2 2026 funds net bought $802K, with 3 new positions and 4 funds selling out.

Largest institutional holders of OVB

  1. Bison Wealth, LLC — $22.7M
  2. Bison Wealth, LLC — $9.29M
  3. Brookwood Investment Group LLC — $8.53M
  4. EVOLUTION WEALTH MANAGEMENT INC. — $4.44M
  5. Ethos Capital Management, Inc. — $1.08M
  6. SUSQUEHANNA INTERNATIONAL GROUP, LLP — $850K
  7. Luminist Capital LLC — $551K
  8. Sandy Spring Bank — $539K
  9. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $512K
  10. Atlantic Union Bankshares Corp (AUB, AUB-PA) — $412K

Who owns the most OVB stock?

The largest institutional holders of LISTED FDS TR in the latest 13F filings are Bison Wealth, LLC ($22.7M), Bison Wealth, LLC ($9.29M), Brookwood Investment Group LLC ($8.53M).

All OVB 13F holders