Who Owns LISTED FD TR (OVL)? -- Institutional Holders (2026-06-30)

54 institutions reported holding $200.1M of LISTED FD TR (OVL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bison Wealth, LLC ($115.9M), ENVESTNET ASSET MANAGEMENT INC ($17.2M), RAYMOND JAMES FINANCIAL INC ($12.8M), NEW WAVE WEALTH ADVISORS LLC ($8.2M), JPMORGAN CHASE & CO ($4.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Bison Wealth, LLC$115.9M2.0MAdded
2ENVESTNET ASSET MANAGEMENT INC$17.2M303,398Added
3RAYMOND JAMES FINANCIAL INC$12.8M225,933Added
4NEW WAVE WEALTH ADVISORS LLC$8.2M144,200New
5JPMORGAN CHASE & CO$4.9M87,170Trimmed
6Royal Bank of Canada$4.4M78,400Added
7LPL Financial LLC$4.1M72,164Added
8Legacy Private Trust Co.$3.6M63,645Trimmed
9Janney Montgomery Scott LLC$2.7M48,551Added
10Johnson & White Wealth Management, LLC$2.1M37,892Added
11EVOLUTION WEALTH MANAGEMENT INC.$2.1M36,489Trimmed
12Smartleaf Asset Management LLC$2.0M35,611Hold
13Apollon Wealth Management, LLC$2.0M35,050Added
14SHELTON CAPITAL MANAGEMENT$1.9M33,869Added
15Equitable Holdings, Inc.$1.8M31,300Added
16MILESTONE ASSET MANAGEMENT, LLC$1.4M25,133New
17CAP Partners, LLC$876,20515,478New
18WELLS FARGO & COMPANY/MN$859,17015,177New
19Nuveen, LLC$831,94114,696New
20NBC SECURITIES, INC.$784,50113,858Added
21Wealthcare Advisory Partners LLC$720,05012,719New
22OLD MISSION CAPITAL LLC$718,15412,686Trimmed
23Arax Advisory Partners$704,79512,450New
24PFG Investments, LLC$697,22212,316New
25STIFEL FINANCIAL CORP$693,47312,250Hold

Source: SEC Form 13F filings · as of 2026-06-30