Who owns OVF?
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10 institutions reported holding OVF, worth $30.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OVF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bison Wealth, LLC | Atlanta, GA | $23.7M | 736,641 | +23,320 shares |
| Johnson & White Wealth Management, LLC | York, PA | $4.3M | 137,191 | +9,479 shares |
| LPL Financial LLC | Fort Mill, SC | $1.1M | 34,639 | +24,284 shares |
| CAP Partners, LLC | Franklin, TN | $773K | 24,397 | New position |
| True Link Financial Advisors, LLC | San Francisco, CA | $244K | 7,700 | New position |
| Wells Fargo & Company | San Francisco, CA | $236K | 7,457 | New position |
| Oasis Advisors, LLC | Forest City, IA | $234K | 7,389 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $61K | 1,935 | No change |
| Evolution Wealth Management Inc. | Fort Myers, FL | $5K | 172 | −312 shares |
| Morgan Stanley | New York, NY | $48 | 1 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OVF?
10 institutional managers reported holding OVF in Form 13F filings for June 30, 2026, worth $30.7M in total. The largest reported position was held by Bison Wealth, LLC, at $23.7M.
Did institutions buy or sell OVF last quarter?
Reported 13F value rose 13.7% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OVF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.