OVT institutional holders
LISTED FDS TR · 13F, 2026Q2
| Managers holding | 16 |
|---|---|
| Shares held | 2,319,098 |
| Reported value | $50.7m |
| Quarter flows | 6 new, 4 added, 5 trimmed, 3 exited |
Top 16 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Bison Wealth, LLC | 1,575,908 | $34.5m | 3.2% |
| Holcombe Financial, Inc. | 534,387 | $11.7m | 6.6% |
| EVOLUTION WEALTH MANAGEMENT INC. | 34,904 | $761,780 | 0.4% |
| Oasis Advisors, LLC | 32,976 | $719,702 | 0.5% |
| Orion Porfolio Solutions, LLC | 23,940 | $522,496 | 0.0% |
| True Link Financial Advisors, LLC | 23,510 | $513,106 | 0.0% |
| Virtu Financial LLC | 22,826 | $498,000 | 0.0% |
| LPL Financial LLC | 19,665 | $429,189 | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 15,573 | $339,881 | 0.0% |
| Nuveen, LLC | 9,598 | $209,477 | 0.0% |
| Atlantic Union Bankshares Corp | 8,421 | $183,785 | 0.0% |
| WELLS FARGO & COMPANY/MN | 7,268 | $158,624 | 0.0% |
| Global Retirement Partners, LLC | 5,242 | $114,407 | 0.0% |
| REAP Financial Group, LLC | 4,001 | $87,314 | 0.0% |
| AE Wealth Management LLC | 878 | $19,161 | 0.0% |
| MORGAN STANLEY | 1 | $23 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("OVT"). OVT price history · All 13F data