LISTED FD TR

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

OVLH (LISTED FD TR) is held by 12 institutional investors as of Q2 2026. Largest holders: COMMONWEALTH EQUITY SERVICES, LLC ($9.8M), LPL Financial LLC ($2.9M), STIFEL FINANCIAL CORP ($862,548). Net institutional sentiment: Bearish.

12

Holders

(2 Elite)

$16M

Total Value

27% (11)

Consensus

3 buying - 8 selling

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

Smart Money Verdict

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Institutional (13F)31

Insider (Form 4)58

Activist (13D/13G)69

Congressional (STOCK Act)63

Holder Quality

86

★★★★★

Elite

40

★★★★

Strong

14

★★★

Solid

52

★★

Below

73

★

Weak

Held by 12 funds

2 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (12)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
COMMONWEALTH EQUITY SERVICES, LLC	Increased	235,472(+33.9%)	$9.8M	0.0%	+9.77%	36
LPL Financial LLC	Decreased	70,077(-2.2%)	$2.9M	0.0%	+7.83%	0
STIFEL FINANCIAL CORP	Unchanged	20,645	$862,548	0.0%	+7.11%	0
FIFTH THIRD BANCORP	Unchanged	16,264	$679,510	0.0%	+8.23%	0
Nuveen, LLC	New	11,181	$467,143	0.0%	+1.45%	33
RAYMOND JAMES FINANCIAL INC	Unchanged	8,871	$370,630	0.0%	+24.98%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	6,939(-0.1%)	$289,893	0.0%	+24.11%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	5,981(-0.7%)	$249,897	0.0%	+8.23%	0
WELLS FARGO & COMPANY/MN	New	5,795	$242,115	0.0%	+1.45%	35
ROYAL BANK OF CANADA	Decreased	668(-19.4%)	$28,000	0.0%	+8.23%	0
MORGAN STANLEY	Decreased	319(-72.1%)	$13,328	0.0%	+15.45%	0
AE Wealth Management LLC	Unchanged	1	$24	0.0%	+9.55%	0
UBS Group AG	Exited	0(-100.0%)	$1,250	0.0%	+5.59%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$484,771	0.0%	+6.69%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$280,653	0.0%	+6.69%	0

OVLHLISTED 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