OVS institutional holders
LISTED FDS TR · 13F, 2026Q2
| Managers holding | 9 |
|---|---|
| Shares held | 592,687 |
| Reported value | $21.2m |
| Quarter flows | 4 new, 3 added, 0 trimmed, 2 exited |
Top 9 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Bison Wealth, LLC | 401,701 | $16.9m | 1.6% |
| Johnson & White Wealth Management, LLC | 51,496 | $2.2m | 0.8% |
| Lotus Technology Management, LP | 110,076 | $760,646 | 0.9% |
| OLD MISSION CAPITAL LLC | 10,595 | $451,876 | 0.0% |
| Wealthcare Advisory Partners LLC | 7,148 | $304,841 | 0.0% |
| Arax Advisory Partners | 5,363 | $228,745 | 0.0% |
| WELLS FARGO & COMPANY/MN | 4,922 | $209,923 | 0.0% |
| OSAIC HOLDINGS, INC. | 1,195 | $50,967 | 0.0% |
| EVOLUTION WEALTH MANAGEMENT INC. | 191 | $8,146 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("OVS"). OVS price history · All 13F data