Institutional Ownership Listed Fds Tr Overlay Shs Smal (OVS)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Smal (OVS). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 239,197 shares, which have been reported (via 13F filing form) to have a value of $8.21 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
108,761
shares
|
$3.72 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
74,844
shares
|
$2.56 Million
0.68% of portfolio
|
Q4 2024
Reduced 28.89%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
45,496
shares
|
$1.56 Million
0.96% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,549
shares
|
$326,384
0.02% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
466
shares
|
$15,927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
81
shares
|
$2,768
0.0% of portfolio
|
Q4 2024
Reduced 42.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|