LISTED FD TR (OVL) is held by 15 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC as of Q2 2026.

Are institutions buying or selling OVL?

In Q2 2026, 9 institutions opened or increased positions in LISTED FD TR while 6 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on OVL?

HoldingsIntel scores LISTED FD TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for OVL. In Q2 2026, the institutional leg showed net inflows: 9 buying versus 6 selling.

How many hedge funds hold OVL?

15 institutional investors report holding LISTED FD TR (OVL) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into OVL?

As of Q2 2026, tracked institutions in LISTED FD TR show 9 buyers versus 6 sellers — net inflows.

LISTED FD TR

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

Holders

(4 Elite)

$49.2M

Total Value

60% (15)

Consensus

9 buying - 6 selling

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

Smart Money Verdict

View all

Held by 15 funds

4 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

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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%	+104.84%	30
RAYMOND JAMES FINANCIAL INC	Increased	225,933(+26.6%)	$12.8M	0.0%	+26.62%	35
JPMORGAN CHASE & CO	Decreased	87,170(-1.4%)	$4.9M	0.0%	+29.16%	0
ROYAL BANK OF CANADA	Increased	78,400(+16.9%)	$4.4M	0.0%	+26.91%	31
LPL Financial LLC	Increased	72,164(+417.3%)	$4.1M	0.0%	+5.61%	43
SHELTON CAPITAL MANAGEMENT	Increased	33,869(+24.8%)	$1.9M	0.0%	+14.68%	32
WELLS FARGO & COMPANY/MN	New	15,177	$859,170	0.0%	+2.36%	34
Nuveen, LLC	New	14,696	$831,941	0.0%	+2.36%	34
STIFEL FINANCIAL CORP	Unchanged	12,250	$693,473	0.0%	+14.72%	0
Mariner, LLC	New	8,956	$506,999	0.0%	+2.36%	33
OSAIC HOLDINGS, INC.	Decreased	7,512(-1.3%)	$425,322	0.0%	+43.44%	0
AE Wealth Management LLC	Decreased	6,793(-5.8%)	$384,552	0.0%	+22.06%	0
MORGAN STANLEY	Decreased	1,715(-4.7%)	$97,086	0.0%	+41.62%	0
BANK OF MONTREAL /CAN/	New	730	$41,325	0.0%	+2.36%	31
UBS Group AG	Unchanged	419	$23,720	0.0%	+18.34%	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

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Smart money flow

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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

LISTED FD TR

Smart Money Verdict

Who's Trading

Top Holders

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