OVM LISTED FDS TR: institutional ownership and insider trading

10 funds reported holding $30.2M of LISTED FDS TR in their latest 13F filings; in Q2 2026 funds net bought $3.52M, with 1 new positions and 4 funds selling out.

Largest institutional holders of OVM

  1. Bison Wealth, LLC — $25.6M
  2. Bison Wealth, LLC — $1.87M
  3. IFP Advisors, Inc — $1.02M
  4. PMG Family Office LLC — $516K
  5. EVOLUTION WEALTH MANAGEMENT INC. — $471K
  6. MML INVESTORS SERVICES, LLC — $294K
  7. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $251K
  8. Cetera Investment Advisers — $211K
  9. OSAIC HOLDINGS, INC. — $40.7K
  10. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $31

All OVM 13F holders