LISTED FDS TR

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OVL·53656F805·US·etf·Unknown - Unknown

SHARES LAG CAP

OVL (LISTED FDS TR) is held by 14 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($14.2M), RAYMOND JAMES FINANCIAL INC ($9M), JPMORGAN CHASE & CO ($4.3M). Net institutional sentiment: Mixed.

14

Holders

Avg rating(4 Elite)

$37.1M

Total Value

44% (17)

Fund Consensus

7 buying - 9 selling

Smart Money Verdict

View all

43Weak MomentumSingle Source

Institutional (13F)43

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how OVL's score breaks down across 4 SEC sources

Holder Quality

4

★★★★★

Elite

6

★★★★

Strong

6

★★★

Solid

1

★★

Below

0

★

Weak

Held by 14 funds

4 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (14)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	282,861(+13.5%)	$14.2M	0.0%	+106.92%	32
RAYMOND JAMES FINANCIAL INC	Decreased	178,498(-5.7%)	$9M	0.0%	+26.53%	0
JPMORGAN CHASE & CO	Decreased	88,416(-1.4%)	$4.3M	0.0%	+32.83%	0
ROYAL BANK OF CANADA	Increased	67,093(+0.6%)	$3.4M	0.0%	+26.43%	27
Private Advisor Group, LLC	Increased	35,611(+0.9%)	$1.8M	0.0%	+73.10%	26
SHELTON CAPITAL MANAGEMENT	New	27,131	$1.4M	0.0%	+7.90%	35
Equitable Holdings, Inc.	Decreased	13,304(-51.5%)	$707,906	0.0%	+20.47%	0
LPL Financial LLC	Increased	13,951(+94.0%)	$701,719	0.0%	+12.88%	39
STIFEL FINANCIAL CORP	Unchanged	12,250	$616,175	0.0%	+7.11%	0
OSAIC HOLDINGS, INC.	Decreased	7,614(-11.8%)	$383,045	0.0%	+35.92%	0
AE Wealth Management LLC	Decreased	7,211(-25.7%)	$362,713	0.0%	+15.08%	0
Creative Planning	Decreased	4,073(-1.2%)	$204,872	0.0%	+11.95%	0
MORGAN STANLEY	Increased	1,800(+10.1%)	$90,541	0.0%	+32.76%	16
UBS Group AG	Increased	419(+131.5%)	$21,076	0.0%	+9.61%	21
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$4,363	0.0%	-0.73%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$523,267	0.0%	-0.73%	0
OPOrion Porfolio Solutions, LLC	Exited	0(-100.0%)	$685,726	0.0%	+16.99%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer