LISTED FDS TR

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OVL·53656F805·US·ETF·Unknown - Unknown

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.

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%	+108.30%	32
RAYMOND JAMES FINANCIAL INC	Decreased	178,498(-5.7%)	$9M	0.0%	+27.37%	0
JPMORGAN CHASE & CO	Decreased	88,416(-1.4%)	$4.3M	0.0%	+33.72%	0
ROYAL BANK OF CANADA	Increased	67,093(+0.6%)	$3.4M	0.0%	+27.27%	27
Private Advisor Group, LLC	Increased	35,611(+0.9%)	$1.8M	0.0%	+74.26%	26
SHELTON CAPITAL MANAGEMENT	New	27,131	$1.4M	0.0%	+8.62%	35
Equitable Holdings, Inc.	Decreased	13,304(-51.5%)	$707,906	0.0%	+21.28%	0
LPL Financial LLC	Increased	13,951(+94.0%)	$701,719	0.0%	+13.63%	39
STIFEL FINANCIAL CORP	Unchanged	12,250	$616,175	0.0%	+7.82%	0
OSAIC HOLDINGS, INC.	Decreased	7,614(-11.8%)	$383,045	0.0%	+36.83%	0
AE Wealth Management LLC	Decreased	7,211(-25.7%)	$362,713	0.0%	+15.85%	0
Creative Planning	Decreased	4,073(-1.2%)	$204,872	0.0%	+12.70%	0
MORGAN STANLEY	Increased	1,800(+10.1%)	$90,541	0.0%	+33.65%	16
UBS Group AG	Increased	419(+131.5%)	$21,076	0.0%	+10.35%	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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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer