OVL LISTED FDS TR: institutional ownership and insider trading
51 funds reported holding $243M of LISTED FDS TR in their latest 13F filings; in Q2 2026 funds net bought $23.1M, with 19 new positions and 6 funds selling out.
Largest institutional holders of OVL
- Bison Wealth, LLC — $130M
- Bison Wealth, LLC — $25.1M
- ENVESTNET ASSET MANAGEMENT INC — $17.2M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $12.8M
- NEW WAVE WEALTH ADVISORS LLC — $6.12M
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $4.89M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $4.44M
- LPL Financial LLC — $4.09M
- Legacy Private Trust Co. — $3.32M
- Orion Portfolio Solutions, LLC — $2.90M