Listed Funds Tr (OVF): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of OVF (all 13F filers)
- Bison Wealth737 KWealth adviser+23 K
- Johnson & White Wealth Management137 KWealth adviser+9,479
- LPL Financial35 KWealth adviser+24 K
- CAP Partners24 KType not verified+24 K
- True Link Financial Advisors7,700Type not verified+7,700
- Wells Fargo7,457Bank or trading desk+7,457
- Oasis Advisors7,389Type not verified+7,389
- Osaic Holdings1,935Wealth adviser0
- Evolution Wealth Management172Wealth adviser−312
- Morgan Stanley1Bank or trading desk+1
- Shares
- 737 K
- Change
- +23 K
See more
- Type
- Wealth adviser
- Value
- $23.7M
- Johnson & White Wealth Management
- Shares
- 137 K
- Change
- +9,479
See more
- Type
- Wealth adviser
- Value
- $4.3M
- Shares
- 35 K
- Change
- +24 K
See more
- Type
- Wealth adviser
- Value
- $1.1M
- CAP Partners
- Shares
- 24 K
- Change
- +24 K
See more
- Type
- Type not verified
- Value
- $773K
- Shares
- 7,700
- Change
- +7,700
See more
- Type
- Type not verified
- Value
- $244K
- Shares
- 7,457
- Change
- +7,457
See more
- Type
- Bank or trading desk
- Value
- $236K
- Oasis Advisors
- Shares
- 7,389
- Change
- +7,389
See more
- Type
- Type not verified
- Value
- $234K
- Shares
- 1,935
- Change
- 0
See more
- Type
- Wealth adviser
- Value
- $61.3K
- Evolution Wealth Management
- Shares
- 172
- Change
- −312
See more
- Type
- Wealth adviser
- Value
- $5.5K
- Shares
- 1
- Change
- +1
See more
- Type
- Bank or trading desk
- Value
- $48
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗