OVLH LISTED FDS TR: institutional ownership and insider trading
28 funds reported holding $89.2M of LISTED FDS TR in their latest 13F filings; in Q2 2026 funds net bought $6.42M, with 5 new positions and 5 funds selling out.
Largest institutional holders of OVLH
- Bison Wealth, LLC — $45.7M
- Delta Investment Management, LLC — $11.9M
- COMMONWEALTH EQUITY SERVICES, LLC — $9.84M
- Bison Wealth, LLC — $4.69M
- LPL Financial LLC — $2.93M
- Holcombe Financial, Inc. — $2.82M
- Apollon Wealth Management, LLC — $2.76M
- PACIFIC FINANCIAL GROUP INC — $2.23M
- STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $863K
- Orion Portfolio Solutions, LLC — $715K