Institutional Ownership Listed Fds Tr Overlay Shs Fore (OVF)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Fore (OVF). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 919,495 shares, which have been reported (via 13F filing form) to have a value of $27 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
643,485
shares
|
$18.9 Million
1.72% of portfolio
|
Q3 2025
Added 37.54%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
123,527
shares
|
$3.62 Million
1.75% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
109,510
shares
|
$3.21 Million
0.67% of portfolio
|
Q4 2024
Reduced 43.51%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
20,585
shares
|
$603,346
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
10,103
shares
|
$296,118
0.0% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,040
shares
|
$294,272
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,245
shares
|
$65,800
0.0% of portfolio
|
Q2 2025
Added 22.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|