OVM institutional holders
LISTED FDS TR · 13F, 2026Q2
| Managers holding | 9 |
|---|---|
| Shares held | 1,290,563 |
| Reported value | $28.2m |
| Quarter flows | 1 new, 3 added, 1 trimmed, 4 exited |
Top 9 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Bison Wealth, LLC | 1,162,735 | $25.4m | 2.3% |
| IFP Advisors, Inc | 49,135 | $1.1m | 0.0% |
| EVOLUTION WEALTH MANAGEMENT INC. | 21,607 | $470,676 | 0.3% |
| PMG Family Office LLC | 20,514 | $446,867 | 0.4% |
| MML INVESTORS SERVICES, LLC | 13,484 | $293,726 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 11,519 | $250,924 | 0.0% |
| Cetera Investment Advisers | 9,699 | $211,278 | 0.0% |
| OSAIC HOLDINGS, INC. | 1,869 | $40,730 | 0.0% |
| MORGAN STANLEY | 1 | $31 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("OVM"). OVM price history · All 13F data