LISTED FDS TR

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OVT·53656F573·US·ETF·Unknown - Unknown

OVT (LISTED FDS TR) is held by 6 institutional investors as of Q1 2026. Largest holders: Orion Porfolio Solutions, LLC ($2.5M), RAYMOND JAMES FINANCIAL INC ($341,165), UBS Group AG ($16,671). Net institutional sentiment: Mixed.

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

Positions (6)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
OPOrion Porfolio Solutions, LLC	New	113,351	$2.5M	0.0%	-1.18%	36
RAYMOND JAMES FINANCIAL INC	Unchanged	15,573	$341,165	0.0%	+4.50%	0
UBS Group AG	Increased	761(+318.1%)	$16,671	0.0%	+0.19%	20
ROYAL BANK OF CANADA	New	592	$13,000	0.0%	-1.18%	27
Virtu Financial LLC	New	32,989	$723	0.0%	-1.18%	15
AE Wealth Management LLC	Decreased	1(-100.0%)	$20	0.0%	+7.35%	0
OSAIC HOLDINGS, INC.	Exited	0(-100.0%)	$5,211	0.0%	+8.49%	0
STIFEL FINANCIAL CORP	Exited	0(-100.0%)	$260,837	0.0%	+0.96%	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