LISTED FDS TR (OVM)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
9
Reporting holders
$28.2M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bison Wealth, LLC | $25.4M | 1,162,735 | 2.33% | 7q | +15.2%+$3.3M |
| IFP Advisors, Inc | $1.1M | 49,135 | 0.02% | 20q | -4.6%-$51.8K |
| EVOLUTION WEALTH MANAGEMENT INC. | $470.7K | 21,607 | 0.28% | 5q | +4300.6%+$460.0K |
| PMG Family Office LLC | $446.9K | 20,514 | 0.41% | new | NEW |
| MML INVESTORS SERVICES, LLC | $293.7K | 13,484 | 0.00% | 3q | +1.0%+$3.0K |
| RAYMOND JAMES FINANCIAL INC | $250.9K | 11,519 | 0.00% | 2q | HELD |
| Cetera Investment Advisers | $211.3K | 9,699 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $40.7K | 1,869 | 0.00% | 26q | HELD |
| MORGAN STANLEY | $31 | 1 | 0.00% | 9q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $28.2M | 1,290,563 | 1 | 3 | 1 | 0.0% |
| Q1 2026 | 12 | $24.5M | 1,129,115 | 1 | 4 | 3 | 0.0% |
| Q4 2025 | 12 | $21.6M | 1,005,948 | 4 | 0 | 5 | 0.0% |
| Q3 2025 | 8 | $22.3M | 1,033,364 | 1 | 2 | 3 | 0.0% |
| Q2 2025 | 9 | $20.0M | 956,109 | 1 | 2 | 2 | 0.0% |
| Q1 2025 | 9 | $19.6M | 920,568 | 2 | 4 | 2 | 0.0% |
| Q4 2024 | 9 | $17.8M | 819,067 | 2 | 2 | 3 | 0.0% |
| Q3 2024 | 6 | $2.4M | 106,633 | 0 | 2 | 2 | 0.0% |
| Q2 2024 | 8 | $3.7M | 163,544 | 5 | 1 | 1 | 0.0% |
| Q1 2024 | 6 | $2.5M | 110,482 | 2 | 2 | 1 | 0.0% |
| Q4 2023 | 10 | $2.4M | 108,757 | 4 | 0 | 5 | 0.0% |
| Q3 2023 | 9 | $3.2M | 152,596 | 5 | 1 | 3 | 0.0% |
| Q2 2023 | 6 | $2.7M | 119,975 | 1 | 3 | 1 | 0.0% |
| Q1 2023 | 7 | $2.2M | 94,792 | 1 | 0 | 2 | 0.0% |
| Q4 2022 | 8 | $1.4M | 64,195 | 5 | 1 | 0 | 0.0% |
| Q3 2022 | 7 | $4.2M | 188,022 | 1 | 3 | 2 | 0.0% |
| Q2 2022 | 6 | $3.5M | 146,019 | 0 | 1 | 5 | 0.0% |
| Q1 2022 | 6 | $3.8M | 156,139 | 1 | 2 | 2 | 0.0% |
| Q4 2021 | 6 | $2.4M | 96,074 | 0 | 3 | 2 | 0.0% |
| Q3 2021 | 6 | $1.9M | 74,996 | 1 | 1 | 3 | 0.0% |
| Q2 2021 | 6 | $3.0M | 114,358 | 0 | 4 | 1 | 0.0% |
| Q1 2021 | 6 | $3.8M | 147,793 | 3 | 1 | 1 | 0.0% |
| Q4 2020 | 4 | $27.1M | 1,051,965 | 1 | 1 | 1 | 0.0% |
| Q3 2020 | 3 | $24.9M | 965,824 | 1 | 1 | 0 | 0.0% |
| Q2 2020 | 2 | $23.3M | 912,300 | 0 | 1 | 0 | 0.0% |
| Q1 2020 | 4 | $21.2M | 890,224 | 1 | 2 | 0 | 0.0% |
| Q4 2019 | 3 | $12.9M | 509,875 | 3 | 0 | 0 | 0.0% |