Who owns OVT?
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16 institutions reported holding OVT, worth $50.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OVT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bison Wealth, LLC | Atlanta, GA | $34.5M | 1,575,908 | −572 shares |
| Holcombe Financial, Inc. | Atlanta, GA | $11.7M | 534,387 | +7,921 shares |
| Evolution Wealth Management Inc. | Fort Myers, FL | $762K | 34,904 | +7,823 shares |
| Oasis Advisors, LLC | Forest City, IA | $720K | 32,976 | −2,515,559 shares |
| Orion Porfolio Solutions, LLC | Omaha, NE | $522K | 23,940 | −89,411 shares |
| True Link Financial Advisors, LLC | San Francisco, CA | $513K | 23,510 | New position |
| Virtu Financial LLC | New York, NY | $498K | 22,826 | −10,163 shares |
| LPL Financial LLC | Fort Mill, SC | $429K | 19,665 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $340K | 15,573 | No change |
| Nuveen, LLC | Charlotte, NC | $209K | 9,598 | 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 OVT?
16 institutional managers reported holding OVT in Form 13F filings for June 30, 2026, worth $50.7M in total. The largest reported position was held by Bison Wealth, LLC, at $34.5M.
Did institutions buy or sell OVT last quarter?
Reported 13F value fell 8.8% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 3 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 OVT 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.