Listed Fds Tr (OVLH) Hedge Fund Ownership (Q2 2026)

Listed Fds Tr (OVLH)

24 + Investors. Track Smart Money conviction in OVLH. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — OVLH

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their OVLH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

24 hedge funds hold OVLH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 48% buying

11 buying12 selling

Last quarter: 12 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 4 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 33% entered in last year

■ 4% conviction (2yr+) ■ 62% medium ■ 33% new

Only 1 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~4 new funds/quarter

10 → 6 → 4 → 7 → 4 new funds/Q

New funds entering each quarter: 6 → 4 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 62% of holders entered in last year

■ 8% veterans ■ 29% 1-2yr ■ 62% new

Of 24 current holders: 15 (62%) entered in the past year, only 2 (8%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

6 of 24 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	24	25	-4.0%
13F Shares	2M	2M	6.82%
Total Value	$95M	$85M	12.26%
New Positions	4	7	-3
Increased Positions	7	6	+1
Closed Positions	5	5	-
Reduced Positions	7	8	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-4.0%

13F Shares

6.82%

Total Value

$95M

$85M

12.26%

New Positions

-3

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

24 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OVLH. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 23 OVLH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Holcombe Financial, Inc.	8.37%	354,916	$14.8M
2	Bison Wealth, LLC	4.22%	1,097,349	$46.0M
3	Delta Investment Management, LLC	1.97%	285,957	$11.9M
4	Pacific Financial Group Inc	1.07%	53,268	$2.2M
5	Oasis Advisors, LLC	0.23%	8,556	$357K
6	PKS Advisory Services, LLC	0.07%	10,924	$456K
7	Luminist Capital LLC	0.06%	1,306	$53K
8	Apollon Wealth Management, LLC	0.04%	69,381	$2.9M
9	Evolution Wealth Management INC.	0.03%	1,247	$52K
10	REAP Financial Group, LLC	0.02%	2,679	$112K
11	Commonwealth Equity Services, LLC	0.01%	235,472	$9.8M
12	CoreCap Advisors, LLC	0.00%	2,376	$99K
13	IFP Advisors, Inc	0.00%	2,679	$112K
14	Fifth Third Bancorp	0.00%	16,264	$680K
15	Stifel Financial Corp	0.00%	20,645	$863K
16	LPL Financial LLC	0.00%	70,077	$2.9M
17	Mercer Global Advisors Inc /Adv	0.00%	6,939	$290K
18	Raymond James Financial Inc	0.00%	8,871	$371K
19	Envestnet Asset Management Inc	0.00%	5,981	$250K
20	Wells Fargo & Company/Mn	0.00%	5,795	$242K
21	Royal Bank of Canada	0.00%	668	$28K
22	Morgan Stanley	0.00%	319	$13K
23	AE Wealth Management LLC	0.00%	1	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Listed Fds Tr (OVLH)

What does the Smart Money Trend signal show for OVLH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OVLH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OVLH?

More sellers than buyers — 48% buying: Last quarter: 12 funds reduced or exited vs 11 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OVLH holders?

Smaller funds dominant — 5% AUM from top-100: 6 of 24 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OVLH?

Mostly new holders — 33% entered in last year: Only 1 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Listed Fds Tr (OVLH)

Smart Money Signals — OVLH

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Steady growth — +20% more funds vs a year ago

More sellers than buyers — 48% buying

Steady new buyers — ~4 new funds per quarter

Mostly new holders — 33% entered in last year

Steady discovery — ~4 new funds/quarter

Early stage — 62% of holders entered in last year

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — OVLH

Hedge Fund Ownership: OVLH

Market Analysis: OVLH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OVLH

Hedge Fund Positioning: OVLH

Statistics: OVLH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Listed Fds Tr (OVLH)

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