Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
The tracked-fund tape on OVL is one-sided between 2026-Q1 and 2026-Q2: 21 added or opened and 3 trimmed or exited — on balance accumulating.
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 10.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.7pp 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 2026-Q1 and 2026-Q2, across 46 tracked filers holding OVL, 31 increased or opened the position and 18 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 2026-Q1 and 2026-Q2 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 10
- NEW WAVE WEALTH ADVISORS LLC$8M
- MILESTONE ASSET MANAGEMENT, LLC$1M
- CAP Partners, LLC$876K
- WELLS FARGO & COMPANY/MN$859K
- Nuveen, LLC$832K
- Wealthcare Advisory Partners LLC$720K
Full exits 2
- Janney Montgomery Scott LLC$2M
- Private Advisor Group, LLC$2M
Largest adds
- RAYMOND JAMES FINANCIAL INC$4M
- LPL Financial LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
- Equitable Holdings, Inc.$1M
- ROYAL BANK OF CANADA$1M
- Bison Wealth, LLC$1M
Largest trims
- Legacy Private Trust Co.$733K
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 | 2,034,316 | $116M | 42.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 303,398 | $17M | 6.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 225,933 | $13M | 4.7% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC new | 144,200 | $8M | 3.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 87,170 | $5M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 78,400 | $4M | 1.6% | 2026-Q2 |
| LPL Financial LLC added | 72,164 | $4M | 1.5% | 2026-Q2 |
| Legacy Private Trust Co. trimmed | 63,645 | $4M | 1.3% | 2026-Q2 |
| Johnson & White Wealth Management, LLC added | 37,892 | $2M | 0.8% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 36,489 | $2M | 0.8% | 2026-Q2 |
| Smartleaf Asset Management LLC | 35,611 | $2M | 0.7% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 35,050 | $2M | 0.7% | 2026-Q2 |
| SHELTON CAPITAL MANAGEMENT added | 33,869 | $2M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. added | 31,300 | $2M | 0.7% | 2026-Q2 |
| MILESTONE ASSET MANAGEMENT, LLC new | 25,133 | $1M | 0.5% | 2026-Q2 |
| CAP Partners, LLC new | 15,478 | $876K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 15,177 | $859K | 0.3% | 2026-Q2 |
| Nuveen, LLC new | 14,696 | $832K | 0.3% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 13,858 | $785K | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC new | 12,719 | $720K | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 12,686 | $718K | 0.3% | 2026-Q2 |
| Arax Advisory Partners new | 12,450 | $705K | 0.3% | 2026-Q2 |
| PFG Investments, LLC new | 12,316 | $697K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 12,250 | $693K | 0.3% | 2026-Q2 |
| Luminist Capital LLC added | 11,076 | $607K | 0.2% | 2026-Q2 |
| Oasis Advisors, LLC trimmed | 10,142 | $574K | 0.2% | 2026-Q2 |
| Waterloo Capital, L.P. added | 10,087 | $571K | 0.2% | 2026-Q2 |
| Mariner, LLC new | 8,956 | $507K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 7,512 | $425K | 0.2% | 2026-Q2 |
| NICOLET BANKSHARES INC added | 7,314 | $414K | 0.2% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 7,067 | $400K | 0.1% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 7,024 | $398K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 6,793 | $385K | 0.1% | 2026-Q2 |
| World Investment Advisors new | 5,882 | $330K | 0.1% | 2026-Q2 |
| QTR Family Wealth, LLC trimmed | 4,504 | $255K | 0.1% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 3,600 | $204K | 0.1% | 2026-Q2 |
| StoneX Group Inc. new | 3,582 | $203K | 0.1% | 2026-Q2 |
| Hilltop Holdings Inc. trimmed | 3,544 | $201K | 0.1% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC | 2,219 | $126K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,715 | $97K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 730 | $41K | 0.0% | 2026-Q2 |
| UBS Group AG | 419 | $24K | 0.0% | 2026-Q2 |
| Triumph Capital Management new | 361 | $20K | 0.0% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC new | 100 | $6K | 0.0% | 2026-Q2 |
| True Link Financial Advisors, LLC new | 4,714 | $5K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 13 | $736 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC trimmed | 36,890 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC added | 35,611 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group new | 8,237 | $414K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 7,803 | $392K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Modera Wealth Management, LLC new | 7,066 | $355K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Elevation Advisory Partners LLC new | 6,156 | $336K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Creative Planning trimmed | 4,073 | $205K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Noble Wealth Management PBC | 400 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC added | 12,887 | $686K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,834 | $523K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| IFP Advisors, Inc trimmed | 1,955 | $104K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 82 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WOLVERINE TRADING, LLC trimmed | 13,153 | $686K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Fiduciary Alliance LLC trimmed | 4,937 | $258K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 4,824 | $252K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| COMERICA BANK | 3,763 | $197K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CoreCap Advisors, LLC trimmed | 1,094 | $57K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MAI Capital Management new | 12 | $628 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| COUNTRY TRUST BANK | 1,359,906 | $66M | 24.3% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.