OVLH institutional holders
LISTED FDS TR · 13F, 2026Q2
| Managers holding | 24 |
|---|---|
| Shares held | 2,272,851 |
| Reported value | $95.1m |
| Quarter flows | 5 new, 7 added, 7 trimmed, 5 exited |
Top 24 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Bison Wealth, LLC | 1,097,349 | $46.0m | 4.2% |
| Holcombe Financial, Inc. | 354,916 | $14.8m | 8.4% |
| Delta Investment Management, LLC | 285,957 | $11.9m | 2.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 235,472 | $9.8m | 0.0% |
| LPL Financial LLC | 70,077 | $2.9m | 0.0% |
| Apollon Wealth Management, LLC | 69,381 | $2.9m | 0.0% |
| PACIFIC FINANCIAL GROUP INC | 53,268 | $2.2m | 1.1% |
| STIFEL FINANCIAL CORP | 20,645 | $862,548 | 0.0% |
| FIFTH THIRD BANCORP | 16,264 | $679,510 | 0.0% |
| Nuveen, LLC | 11,181 | $467,143 | 0.0% |
| PKS Advisory Services, LLC | 10,924 | $456,433 | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 8,871 | $370,630 | 0.0% |
| Oasis Advisors, LLC | 8,556 | $357,455 | 0.2% |
| MERCER GLOBAL ADVISORS INC /ADV | 6,939 | $289,893 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 5,981 | $249,897 | 0.0% |
| WELLS FARGO & COMPANY/MN | 5,795 | $242,115 | 0.0% |
| REAP Financial Group, LLC | 2,679 | $111,938 | 0.0% |
| IFP Advisors, Inc | 2,679 | $111,929 | 0.0% |
| CoreCap Advisors, LLC | 2,376 | $99,269 | 0.0% |
| Luminist Capital LLC | 1,306 | $52,735 | 0.1% |
| EVOLUTION WEALTH MANAGEMENT INC. | 1,247 | $52,100 | 0.0% |
| ROYAL BANK OF CANADA | 668 | $28,000 | 0.0% |
| MORGAN STANLEY | 319 | $13,328 | 0.0% |
| AE Wealth Management LLC | 1 | $24 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("OVLH"). OVLH price history · All 13F data