Who owns OVB (OVB)
Which tracked institutional funds hold OVB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OVB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened OVB while 2 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OVB’s largest tracked holder by dollar value, Bison Wealth, LLC, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OVB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 17 tracked filers holding OVB, 11 increased or opened the position and 6 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OVB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Brookwood Investment Group LLC$8M
- CITADEL ADVISORS LLC$1M
Largest adds
- EVOLUTION WEALTH MANAGEMENT INC.$1M
Largest trims
- Bison Wealth, LLC$578K
- Ethos Capital Management, Inc.$262K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bison Wealth, LLC trimmed | 1,054,856 | $22M | 40.5% | 2026-Q1 |
| Brookwood Investment Group LLC new | 409,560 | $8M | 15.7% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 177,905 | $4M | 6.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 87,210 | $2M | 3.3% | 2026-Q1 |
| Ethos Capital Management, Inc. trimmed | 78,546 | $2M | 3.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 56,242 | $1M | 2.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC new | 21,481 | $441K | 0.8% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 19,866 | $408K | 0.8% | 2026-Q1 |
| Luminist Capital LLC added | 19,392 | $398K | 0.7% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 16,306 | $335K | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC | 12,523 | $257K | 0.5% | 2026-Q1 |
| IFP Advisors, Inc added | 4,189 | $86K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,783 | $37K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 1,130 | $23K | 0.0% | 2026-Q1 |
| UBS Group AG added | 555 | $11K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 380 | $8K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 156 | $3K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 527,393 | $11M | 20.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 28,963 | $603K | 1.1% | 2025-Q3 stale |
| Sandy Spring Bank trimmed | 26,296 | $539K | 1.0% | 2025-Q1 stale |
| GTS SECURITIES LLC trimmed | 20,603 | $422K | 0.8% | 2025-Q1 stale |
| WOLVERINE TRADING, LLC new | 16,590 | $340K | 0.6% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 13,609 | $279K | 0.5% | 2025-Q1 stale |
| Orion Porfolio Solutions, LLC trimmed | 11,145 | $229K | 0.4% | 2025-Q4 stale |
| MORGAN STANLEY trimmed | 400 | $8K | 0.0% | 2025-Q3 stale |
| Cape Investment Advisory, Inc. | 350 | $7K | 0.0% | 2025-Q2 stale |
| NewSquare Capital LLC | 6 | $123 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.