OVF LISTED FDS TR: institutional ownership and insider trading
12 funds reported holding $36.4M of LISTED FDS TR in their latest 13F filings; in Q2 2026 funds net bought $3.25M, with 5 new positions and 1 funds selling out.
Largest institutional holders of OVF
- Bison Wealth, LLC — $26.5M
- Johnson & White Wealth Management, LLC — $4.35M
- Bison Wealth, LLC — $2.57M
- LPL Financial LLC — $1.10M
- CAP Partners, LLC — $933K
- Orion Portfolio Solutions, LLC — $246K
- True Link Financial Advisors, LLC — $244K
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $236K
- Oasis Advisors, LLC — $233K
- OSAIC HOLDINGS, INC. — $61.3K