Who owns OVL (OVL)
Which tracked institutional funds hold OVL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OVL 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
6 tracked funds added or opened OVL while 7 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
OVL’s largest tracked holder by dollar value, Bison Wealth, LLC, sizes it at 11.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 11.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OVL 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 36 tracked filers holding OVL, 18 increased or opened the position and 19 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 OVL 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
- Apollon Wealth Management, LLC$2M
- SHELTON CAPITAL MANAGEMENT$1M
Full exits 4
- Hilltop Holdings Inc.$896K
- Orion Porfolio Solutions, LLC$686K
- Oasis Advisors, LLC$563K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$523K
Largest adds
- Bison Wealth, LLC$27M
- ENVESTNET ASSET MANAGEMENT INC$968K
- OLD MISSION CAPITAL LLC$412K
- LPL Financial LLC$319K
Largest trims
- RAYMOND JAMES FINANCIAL INC$1M
- Equitable Holdings, Inc.$750K
- JPMORGAN CHASE & CO$469K
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 added | 2,004,976 | $115M | 47.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 282,861 | $14M | 5.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 178,498 | $9M | 3.7% | 2026-Q1 |
| Legacy Private Trust Co. added | 86,193 | $4M | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 88,416 | $4M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 67,093 | $3M | 1.4% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 42,043 | $2M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 36,890 | $2M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 35,611 | $2M | 0.7% | 2026-Q1 |
| Johnson & White Wealth Management, LLC added | 35,063 | $2M | 0.7% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 35,611 | $2M | 0.7% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 34,450 | $2M | 0.7% | 2026-Q1 |
| SHELTON CAPITAL MANAGEMENT new | 27,131 | $1M | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 14,842 | $747K | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 13,304 | $708K | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 13,951 | $702K | 0.3% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 12,435 | $625K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP | 12,250 | $616K | 0.3% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 9,957 | $501K | 0.2% | 2026-Q1 |
| Luminist Capital LLC trimmed | 8,352 | $420K | 0.2% | 2026-Q1 |
| Brooklyn Investment Group new | 8,237 | $414K | 0.2% | 2026-Q1 |
| Waterloo Capital, L.P. trimmed | 7,810 | $393K | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 7,803 | $392K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 7,614 | $383K | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 7,211 | $363K | 0.1% | 2026-Q1 |
| NICOLET BANKSHARES INC | 7,200 | $362K | 0.1% | 2026-Q1 |
| Modera Wealth Management, LLC new | 7,066 | $355K | 0.1% | 2026-Q1 |
| Elevation Advisory Partners LLC new | 6,156 | $336K | 0.1% | 2026-Q1 |
| RiverFront Investment Group, LLC | 6,577 | $331K | 0.1% | 2026-Q1 |
| QTR Family Wealth, LLC trimmed | 4,557 | $245K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 4,073 | $205K | 0.1% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 3,783 | $190K | 0.1% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC | 2,219 | $112K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,800 | $91K | 0.0% | 2026-Q1 |
| UBS Group AG added | 419 | $21K | 0.0% | 2026-Q1 |
| Noble Wealth Management PBC | 400 | $20K | 0.0% | 2026-Q1 |
| COUNTRY TRUST BANK | 1,359,906 | $66M | 27.1% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC trimmed | 28,655 | $1M | 0.5% | 2025-Q1 stale |
| Hilltop Holdings Inc. trimmed | 16,842 | $896K | 0.4% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC added | 12,887 | $686K | 0.3% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC trimmed | 13,153 | $686K | 0.3% | 2025-Q3 stale |
| Oasis Advisors, LLC new | 10,573 | $563K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,834 | $523K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 6,169 | $270K | 0.1% | 2025-Q1 stale |
| Fiduciary Alliance LLC trimmed | 4,937 | $258K | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 4,824 | $252K | 0.1% | 2025-Q3 stale |
| GM Advisory Group, LLC new | 5,104 | $224K | 0.1% | 2025-Q1 stale |
| COMERICA BANK | 3,763 | $197K | 0.1% | 2025-Q3 stale |
| Sandy Spring Bank trimmed | 3,777 | $165K | 0.1% | 2025-Q1 stale |
| IFP Advisors, Inc trimmed | 1,955 | $104K | 0.0% | 2025-Q4 stale |
| CoreCap Advisors, LLC trimmed | 1,094 | $57K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ new | 82 | $4K | 0.0% | 2025-Q4 stale |
| BESSEMER GROUP INC new | 75 | $3K | 0.0% | 2025-Q1 stale |
| MAI Capital Management new | 12 | $628 | 0.0% | 2025-Q3 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.