Institutional Ownership Listed Fds Tr Overlay Shs Shor (OVT)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Shor (OVT). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 2.72 Million shares, which have been reported (via 13F filing form) to have a value of $59.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,448,064
shares
|
$31.9 Million
2.93% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
499,689
shares
|
$11 Million
7.81% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
323,312
shares
|
$7.13 Million
1.85% of portfolio
|
Q4 2024
Added 166.47%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
217,616
shares
|
$4.8 Million
1.05% of portfolio
|
Q3 2022
Reduced 3.32%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
129,845
shares
|
$2.86 Million
1.2% of portfolio
|
Q3 2023
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,824
shares
|
$503,497
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
17,414
shares
|
$384,152
0.4% of portfolio
|
Q3 2025
Added 22.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
15,573
shares
|
$343,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
14,721
shares
|
$324,745
0.0% of portfolio
|
Q3 2025
Reduced 51.04%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
7,972
shares
|
$175,862
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
7,814
shares
|
$172,376
0.01% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
6,661
shares
|
$146,941
0.03% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,266
shares
|
$72,047
0.0% of portfolio
|
Q3 2025
Added 83.48%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,352
shares
|
$51,885
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
237
shares
|
$5,228
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|