LISTED FDS TR

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OVLH·53656F581·US·ETF·Unknown - Unknown

OVLH (LISTED FDS TR) is held by 13 institutional investors as of Q1 2026. Largest holders: COMMONWEALTH EQUITY SERVICES, LLC ($6.7M), LPL Financial LLC ($2.7M), STIFEL FINANCIAL CORP ($781,822). Net institutional sentiment: Mixed.

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

Positions (13)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
COMMONWEALTH EQUITY SERVICES, LLC	Increased	175,914(+16.4%)	$6.7M	0.0%	+12.18%	32
LPL Financial LLC	Increased	71,627(+28.9%)	$2.7M	0.0%	+7.14%	33
STIFEL FINANCIAL CORP	Unchanged	20,645	$781,822	0.0%	+6.42%	0
FIFTH THIRD BANCORP	New	16,264	$615,914	0.0%	+7.53%	34
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	12,801	$484,771	0.0%	+7.53%	33
RAYMOND JAMES FINANCIAL INC	Unchanged	8,871	$335,943	0.0%	+24.17%	0
JANE STREET GROUP, LLC	New	7,411	$280,653	0.0%	+7.53%	36
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	6,944(-7.3%)	$262,951	0.0%	+23.31%	0
ENVESTNET ASSET MANAGEMENT INC	New	6,022	$228,061	0.0%	+7.53%	32
MORGAN STANLEY	Increased	1,142(+195.8%)	$43,248	0.0%	+14.70%	22
ROYAL BANK OF CANADA	New	829	$31,000	0.0%	+7.53%	30
UBS Group AG	Decreased	33(-80.7%)	$1,250	0.0%	+6.42%	0
AE Wealth Management LLC	Unchanged	1	$22	0.0%	+8.84%	0
OSAIC HOLDINGS, INC.	Exited	0(-100.0%)	$12,368	0.0%	+18.74%	0
OPOrion Porfolio Solutions, LLC	Exited	0(-100.0%)	$400,740	0.0%	+14.63%	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