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 568,489 shares, which have been reported (via 13F filing form) to have a value of $15.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
295,521
shares
|
$7.91 Million
0.69% of portfolio
|
Q1 2025
Added 60.59%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
130,826
shares
|
$3.5 Million
1.81% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
109,510
shares
|
$2.93 Million
0.67% of portfolio
|
Q4 2024
Reduced 43.51%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,997
shares
|
$508,169
0.02% of portfolio
|
Q1 2025
Reduced 27.01%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,040
shares
|
$268,570
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,745
shares
|
$73,428
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
850
shares
|
$22,737
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|