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 724,116 shares, which have been reported (via 13F filing form) to have a value of $20.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
467,866
shares
|
$13 Million
1.01% of portfolio
|
Q2 2025
Added 58.32%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
124,891
shares
|
$3.47 Million
1.75% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
109,510
shares
|
$3.04 Million
0.67% of portfolio
|
Q4 2024
Reduced 43.51%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,040
shares
|
$278,710
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
9,977
shares
|
$276,961
0.0% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,832
shares
|
$50,856
0.0% of portfolio
|
Q2 2025
Reduced 33.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|