LISTED FD TR

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OVL·53656F805·US·ETF

OVL (LISTED FD TR) is held by 16 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($17.2M), RAYMOND JAMES FINANCIAL INC ($12.8M), JPMORGAN CHASE & CO ($4.9M). Net institutional sentiment: Mixed.

16

Holders

(2 Elite)

$50.9M

Total Value

63% (16)

Consensus

10 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)54

Insider (Form 4)50

Activist (13D/13G)45

Congressional (STOCK Act)65

Holder Quality

68

★★★★★

Elite

42

★★★★

Strong

76

★★★

Solid

34

★★

Below

75

★

Weak

Held by 16 funds

2 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for OVL.

Top Holders

Top Holders (16)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	303,398(+7.3%)	$17.2M	0.0%	+118.59%	30
RAYMOND JAMES FINANCIAL INC	Increased	225,933(+26.6%)	$12.8M	0.0%	+29.54%	35
JPMORGAN CHASE & CO	Decreased	87,170(-1.4%)	$4.9M	0.0%	+45.02%	0
ROYAL BANK OF CANADA	Increased	78,400(+16.9%)	$4.4M	0.0%	+94.45%	31
LPL Financial LLC	Increased	72,164(+417.3%)	$4.1M	0.0%	+8.05%	43
SHELTON CAPITAL MANAGEMENT	Increased	33,869(+24.8%)	$1.9M	0.0%	+17.33%	32
Equitable Holdings, Inc.	Increased	31,300(+135.3%)	$1.8M	0.0%	+14.31%	42
WELLS FARGO & COMPANY/MN	New	15,177	$859,170	0.0%	+4.73%	34
Nuveen, LLC	New	14,696	$831,941	0.0%	+4.73%	34
STIFEL FINANCIAL CORP	Unchanged	12,250	$693,473	0.0%	+17.37%	0
Mariner, LLC	New	8,956	$506,999	0.0%	+4.73%	33
OSAIC HOLDINGS, INC.	Decreased	7,512(-1.3%)	$425,322	0.0%	+46.76%	0
AE Wealth Management LLC	Decreased	6,793(-5.8%)	$384,552	0.0%	+24.88%	0
MORGAN STANLEY	Decreased	1,715(-4.7%)	$97,086	0.0%	+44.90%	0
BANK OF MONTREAL /CAN/	New	730	$41,325	0.0%	+4.73%	31
UBS Group AG	Unchanged	419	$23,720	0.0%	+21.08%	0
Private Advisor Group, LLC	Exited	0(-100.0%)	$1.8M	0.0%	+75.73%	0
Creative Planning	Exited	0(-100.0%)	$204,872	0.0%	+15.78%	0

OVLLISTED FD TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer