Institutional Ownership Listed Fds Tr Overlay Shs Larg (OVL)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Larg (OVL). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 4.11 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,992,097
shares
|
$0
9.64% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
537,292
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
292,036
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
218,999
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
193,862
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
94,538
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 35.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
93,132
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
82,140
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
75,297
shares
|
$0
4.21% of portfolio
|
Q3 2022
Reduced 35.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
69,015
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
44,928
shares
|
$0
2.41% of portfolio
|
Q3 2025
Reduced 19.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
41,549
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
35,952
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
35,479
shares
|
$0
0.11% of portfolio
|
Q3 2025
Added 17.87%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
35,264
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.42%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
35,263
shares
|
$0
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
34,257
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
28,655
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 53.95%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
17,296
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
13,436
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,153
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
12,548
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
11,738
shares
|
$0
0.13% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10,555
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 323.9%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
9,857
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|