Institutional Ownership Listed Fds Tr Overlay Shs Shor (OVT)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shs Shor (OVT). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 2.98 Million shares, which have been reported (via 13F filing form) to have a value of $66.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
1,681,661
shares
|
$37.5 Million
4.52% of portfolio
|
Q4 2024
New holding
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
499,494
shares
|
$11.1 Million
9.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
323,312
shares
|
$7.21 Million
1.85% of portfolio
|
Q4 2024
Added 166.47%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
217,616
shares
|
$4.86 Million
1.05% of portfolio
|
Q3 2022
Reduced 3.32%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
129,845
shares
|
$2.9 Million
1.2% of portfolio
|
Q3 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
63,584
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Added 2297.59%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
34,541
shares
|
$770,609
0.0% of portfolio
|
Q4 2024
Added 208.7%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
14,911
shares
|
$332,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
7,814
shares
|
$174,330
0.01% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,343
shares
|
$52,272
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|