Who owns OVM?
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9 institutions reported holding OVM, worth $28.2M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of OVM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bison Wealth, LLC | Atlanta, GA | $25.4M | 1,162,735 | +153,253 shares |
| IFP Advisors, Inc | Tampa, FL | $1.1M | 49,135 | −2,380 shares |
| Evolution Wealth Management Inc. | Fort Myers, FL | $471K | 21,607 | +21,116 shares |
| PMG Family Office LLC | Plano, TX | $447K | 20,514 | New position |
| MML Investors Services, LLC | Springfield, MA | $294K | 13,484 | +138 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $251K | 11,519 | No change |
| Cetera Investment Advisers | Schaumburg, IL | $211K | 9,699 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $41K | 1,869 | No change |
| Morgan Stanley | New York, NY | $31 | 1 | No change |
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 OVM?
9 institutional managers reported holding OVM in Form 13F filings for June 30, 2026, worth $28.2M in total. The largest reported position was held by Bison Wealth, LLC, at $25.4M.
Did institutions buy or sell OVM last quarter?
Reported 13F value rose 15.1% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 4 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 OVM 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.