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 9 institutions that hold shares in the stock, with a total of 164,092 shares, which have been reported (via 13F filing form) to have a value of $3.61 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
61,887
shares
|
$1.36 Million
0.24% of portfolio
|
Q1 2024
Added 31.31%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
58,617
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2024
Added 322.68%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
26,008
shares
|
$571,915
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
11,603
shares
|
$255,149
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,161
shares
|
$91,500
0.0% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,355
shares
|
$29,796
0.0% of portfolio
|
Q2 2024
Reduced 79.01%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
460
shares
|
$10,115
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|