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 1.04 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
846,783
shares
|
$17.7 Million
1.4% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
86,036
shares
|
$1.8 Million
0.49% of portfolio
|
Q4 2024
Added 111.13%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
59,029
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
22,520
shares
|
$472,019
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
12,700
shares
|
$266,192
0.23% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
9,971
shares
|
$208,992
0.0% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,231
shares
|
$46,761
0.0% of portfolio
|
Q2 2025
Reduced 37.87%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,010
shares
|
$21,169
0.0% of portfolio
|
Q2 2025
Reduced 60.49%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2
shares
|
$41
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|