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 36 institutions that hold shares in the stock, with a total of 3.4 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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
1,359,906
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 42.85%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
537,292
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
335,584
shares
|
$0
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
312,798
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
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 |
Feb 06, 2025 Q4 2024 |
210,900
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
118,202
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
82,140
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
79,823
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
75,297
shares
|
$0
4.21% of portfolio
|
Q3 2022
Reduced 35.58%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
62,220
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 546.71%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
45,757
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
36,385
shares
|
$0
1.02% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
35,263
shares
|
$0
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
34,472
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 79.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
32,942
shares
|
$0
0.16% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
31,936
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
26,915
shares
|
$0
0.06% of portfolio
|
Q4 2024
Added 92.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,210
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
14,254
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
10,077
shares
|
$0
0.05% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
7,811
shares
|
$0
0.04% of portfolio
|
Q4 2024
Added 49.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,555
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
6,353
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,867
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 64.48%
|