OVL institutional holders

LISTED FDS TR · 13F, 2026Q2

Managers holding48
Shares held3,666,831
Reported value$208.3m
Quarter flows19 new, 15 added, 10 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Bison Wealth, LLC2,034,316$115.9m10.6%
ENVESTNET ASSET MANAGEMENT INC303,398$17.2m0.0%
NEW WAVE WEALTH ADVISORS LLC288,400$16.3m2.2%
RAYMOND JAMES FINANCIAL INC225,933$12.8m0.0%
JPMORGAN CHASE & CO87,170$4.9m0.0%
ROYAL BANK OF CANADA78,400$4.4m0.0%
LPL Financial LLC72,164$4.1m0.0%
Legacy Private Trust Co.63,645$3.6m0.2%
Janney Montgomery Scott LLC48,551$2.7m0.0%
Johnson & White Wealth Management, LLC37,892$2.1m0.8%
EVOLUTION WEALTH MANAGEMENT INC.36,489$2.1m1.2%
Smartleaf Asset Management LLC35,611$2.0m0.1%
Apollon Wealth Management, LLC35,050$2.0m0.0%
SHELTON CAPITAL MANAGEMENT33,869$1.9m0.0%
Equitable Holdings, Inc.31,300$1.8m0.0%
MILESTONE ASSET MANAGEMENT, LLC25,133$1.4m0.2%
CAP Partners, LLC15,478$876,2050.4%
WELLS FARGO & COMPANY/MN15,177$859,1700.0%
Nuveen, LLC14,696$831,9410.0%
LANARK FINANCIAL, INC.13,858$784,5010.1%
Wealthcare Advisory Partners LLC12,719$720,0500.0%
OLD MISSION CAPITAL LLC12,686$718,1540.0%
Arax Advisory Partners12,450$704,7950.0%
PFG Investments, LLC12,316$697,2220.0%
STIFEL FINANCIAL CORP12,250$693,4730.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("OVL"). OVL price history · All 13F data

Get a free API keySee history bundlesDownload free samples