OVT LISTED FDS TR: institutional ownership and insider trading
18 funds reported holding $59.3M of LISTED FDS TR in their latest 13F filings; in Q2 2026 funds net sold $55.8M, with 5 new positions and 3 funds selling out.
Largest institutional holders of OVT
- Bison Wealth, LLC — $36.2M
- Holcombe Financial, Inc. — $11.7M
- Bison Wealth, LLC — $7.10M
- EVOLUTION WEALTH MANAGEMENT INC. — $762K
- Orion Porfolio Solutions, LLC — $522K
- True Link Financial Advisors, LLC — $513K
- Virtu Financial LLC — $498K
- LPL Financial LLC — $429K
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $340K
- Orion Portfolio Solutions, LLC — $327K