# LISTED FDS TR (OVS)

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

- Reporting holders: 9
- Reported value: $21.2M
- 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/) | $16.9M | 401,701 | 1.6% | 7 |
| [Johnson & White Wealth Management, LLC](https://holderbook.com/funds/1954136-johnson-white-wealth-management-llc/) | $2.2M | 51,496 | 0.8% | 14 |
| [Lotus Technology Management, LP](https://holderbook.com/funds/2095243-lotus-technology-management-lp/) | $760.6K | 110,076 | 0.9% | 1 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $451.9K | 10,595 | 0.0% | 4 |
| [Wealthcare Advisory Partners LLC](https://holderbook.com/funds/1683059-wealthcare-advisory-partners-llc/) | $304.8K | 7,148 | 0.0% | 1 |
| [Arax Advisory Partners](https://holderbook.com/funds/1586767-arax-advisory-partners/) | $228.7K | 5,363 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $209.9K | 4,922 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $51.0K | 1,195 | 0.0% | 6 |
| [EVOLUTION WEALTH MANAGEMENT INC.](https://holderbook.com/funds/2010029-evolution-wealth-management-inc/) | $8.1K | 191 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 9 | $21.2M |
| Q1 2026 | 7 | $17.4M |
| Q4 2025 | 7 | $15.4M |
| Q3 2025 | 7 | $14.4M |
| Q2 2025 | 5 | $11.0M |
| Q1 2025 | 6 | $9.1M |
| Q4 2024 | 6 | $8.3M |
| Q3 2024 | 5 | $5.8M |
| Q2 2024 | 5 | $5.3M |
| Q1 2024 | 5 | $4.6M |
| Q4 2023 | 4 | $4.1M |
| Q3 2023 | 6 | $3.5M |