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 7 institutions that hold shares in the stock, with a total of 289,381 shares, which have been reported (via 13F filing form) to have a value of $7.32 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
127,597
shares
|
$3.23 Million
1.8% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
109,510
shares
|
$2.77 Million
0.67% of portfolio
|
Q4 2024
Reduced 43.51%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
26,028
shares
|
$658,508
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
14,892
shares
|
$376,767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
10,470
shares
|
$264,891
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
884
shares
|
$22,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|