Institutional Ownership Listed Fds Tr Overlay Shares M (OVM)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shares M (OVM). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 1.12 Million shares, which have been reported (via 13F filing form) to have a value of $24 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
961,325
shares
|
$20.6 Million
1.89% of portfolio
|
Q3 2025
Added 13.53%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
86,036
shares
|
$1.85 Million
0.49% of portfolio
|
Q4 2024
Added 111.13%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
51,372
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.97%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
14,016
shares
|
$300,783
0.0% of portfolio
|
Q3 2025
Reduced 37.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,616
shares
|
$77,599
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,167
shares
|
$25,043
0.0% of portfolio
|
Q3 2025
Added 58250.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
877
shares
|
$18,820
0.0% of portfolio
|
Q3 2025
Reduced 13.17%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
502
shares
|
$10,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
491
shares
|
$10,536
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|