Listed Funds Trust - OVT

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$45.06M
QoQ value delta ($000)
+$31.84M (+240.92%)
Implied price effect (QoQ)
-1.92%
Shares
Total shares
2,053,193
QoQ shares delta
+1,462,484 (+247.58%)
Total shares held by funds (by quarter)

Market chart (OVT)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Bison Wealth, LLC 32,372 1,475,843 3.64%
Holcombe Financial, Inc. 11,016 501,083 6.92%
EVOLUTION WEALTH MANAGEMENT INC. 353 16,074 0.29%
RAYMOND JAMES FINANCIAL INC 342 15,573 0.0%
BlueChip Wealth Advisors LLC 333 15,191 0.14%
STIFEL FINANCIAL CORP 260 11,864 0.0%
Atlantic Union Bankshares Corp 179 8,158 0.0%
REAP Financial Group, LLC 145 6,635 0.03%
AE Wealth Management LLC 51 2,353 0.0%
OSAIC HOLDINGS, INC. 5 237 0.0%
UBS Group AG 4 182 0.0%