Institutional Ownership Listed Fds Tr Overlay Shs Shor (OVT)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Shor (OVT). We have compiled data on the 15 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $58.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,385,946
shares
|
$30.6 Million
2.4% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
484,707
shares
|
$10.7 Million
8.12% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
323,312
shares
|
$7.15 Million
1.85% of portfolio
|
Q4 2024
Added 166.47%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
217,616
shares
|
$4.81 Million
1.05% of portfolio
|
Q3 2022
Reduced 3.32%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
129,845
shares
|
$2.87 Million
1.2% of portfolio
|
Q3 2023
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
30,065
shares
|
$664,737
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
15,573
shares
|
$344,319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
15,191
shares
|
$335,873
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
7,892
shares
|
$174,492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
7,814
shares
|
$172,767
0.01% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
6,263
shares
|
$138,474
0.03% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,343
shares
|
$51,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,780
shares
|
$39,355
0.0% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|