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 43 institutions that hold shares in the stock, with a total of 5.45 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 |
Jul 15, 2025 Q2 2025 |
2,011,123
shares
|
$0
7.71% of portfolio
|
Q2 2025
Added 31.67%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
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%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
309,130
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
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 |
May 13, 2025 Q1 2025 |
199,928
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
145,979
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
97,380
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 182.49%
|
|
|
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 |
May 15, 2025 Q1 2025 |
75,777
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
75,297
shares
|
$0
4.21% of portfolio
|
Q3 2022
Reduced 35.58%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
37,555
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
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 |
Jul 17, 2025 Q2 2025 |
34,357
shares
|
$0
0.84% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
32,682
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
32,536
shares
|
$0
0.14% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
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 |
May 15, 2025 Q1 2025 |
14,173
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
13,518
shares
|
$0
0.05% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
12,363
shares
|
$0
0.13% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
10,573
shares
|
$0
0.32% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
9,593
shares
|
$0
0.04% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
9,172
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,606
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 93.88%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,525
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|