# LISTED FDS TR (OVM)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OVM/

- Reporting holders: 9
- Reported value: $28.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Bison Wealth, LLC](https://holderbook.com/funds/1845251-bison-wealth-llc/) | $25.4M | 1,162,735 | 2.3% | 7 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $1.1M | 49,135 | 0.0% | 20 |
| [EVOLUTION WEALTH MANAGEMENT INC.](https://holderbook.com/funds/2010029-evolution-wealth-management-inc/) | $470.7K | 21,607 | 0.3% | 5 |
| [PMG Family Office LLC](https://holderbook.com/funds/2102299-pmg-family-office-llc/) | $446.9K | 20,514 | 0.4% | 1 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $293.7K | 13,484 | 0.0% | 3 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $250.9K | 11,519 | 0.0% | 2 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $211.3K | 9,699 | 0.0% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $40.7K | 1,869 | 0.0% | 26 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $31 | 1 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 9 | $28.2M |
| Q1 2026 | 12 | $24.5M |
| Q4 2025 | 12 | $21.6M |
| Q3 2025 | 8 | $22.3M |
| Q2 2025 | 9 | $20.0M |
| Q1 2025 | 9 | $19.6M |
| Q4 2024 | 9 | $17.8M |
| Q3 2024 | 6 | $2.4M |
| Q2 2024 | 8 | $3.7M |
| Q1 2024 | 6 | $2.5M |
| Q4 2023 | 10 | $2.4M |
| Q3 2023 | 9 | $3.2M |