OVB institutional holders
LISTED FDS TR · 13F, 2026Q2
| Managers holding | 16 |
|---|---|
| Shares held | 2,001,325 |
| Reported value | $40.9m |
| Quarter flows | 3 new, 7 added, 4 trimmed, 4 exited |
Top 16 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Bison Wealth, LLC | 1,151,999 | $23.6m | 2.2% |
| Brookwood Investment Group LLC | 417,194 | $8.5m | 1.0% |
| EVOLUTION WEALTH MANAGEMENT INC. | 217,195 | $4.4m | 2.6% |
| Ethos Capital Management, Inc. | 52,960 | $1.1m | 0.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,602 | $850,104 | 0.0% |
| Luminist Capital LLC | 28,062 | $550,723 | 0.6% |
| RAYMOND JAMES FINANCIAL INC | 25,046 | $511,794 | 0.0% |
| Atlantic Union Bankshares Corp | 20,172 | $412,197 | 0.0% |
| True Link Financial Advisors, LLC | 12,223 | $249,767 | 0.0% |
| REAP Financial Group, LLC | 11,529 | $235,584 | 0.0% |
| BEAM WEALTH ADVISORS, INC. | 10,020 | $204,749 | 0.0% |
| AE Wealth Management LLC | 5,323 | $108,781 | 0.0% |
| WELLS FARGO & COMPANY/MN | 4,725 | $96,552 | 0.0% |
| OSAIC HOLDINGS, INC. | 1,783 | $36,434 | 0.0% |
| IFP Advisors, Inc | 1,336 | $27,300 | 0.0% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 156 | $3,185 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("OVB"). OVB price history · All 13F data