Institutional Ownership Listed Fds Tr Overlay Shares M (OVM)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shares M (OVM). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 819,097 shares, which have been reported (via 13F filing form) to have a value of $18 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
651,353
shares
|
$14.4 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
86,036
shares
|
$1.9 Million
0.49% of portfolio
|
Q4 2024
Added 111.13%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
60,402
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
14,000
shares
|
$309,400
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,104
shares
|
$90,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,577
shares
|
$34,851
0.0% of portfolio
|
Q4 2024
Reduced 62.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,355
shares
|
$29,945
0.0% of portfolio
|
Q2 2024
Reduced 79.01%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
269
shares
|
$5,944
0.0% of portfolio
|
Q4 2024
Reduced 15.41%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|