Institutional Ownership Listed Fds Tr Overlay Shs Smal (OVS)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Smal (OVS). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 403,405 shares, which have been reported (via 13F filing form) to have a value of $13.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
281,854
shares
|
$9.32 Million
0.75% of portfolio
|
Q2 2025
Added 20.91%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
74,844
shares
|
$2.48 Million
0.68% of portfolio
|
Q4 2024
Reduced 28.89%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
44,819
shares
|
$1.48 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,159
shares
|
$38,339
0.0% of portfolio
|
Q2 2025
Reduced 43.85%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
466
shares
|
$15,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
263
shares
|
$8,700
0.0% of portfolio
|
Q2 2025
Added 136.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|