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Institutional Ownership · SEC Form 13F

Who owns OVLH (OVLH)


Which tracked institutional funds hold OVLH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OVLH 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.

24
Institutional holders
2,119,207
Shares held (tracked funds)

How the tape is positioned

5 tracked funds added or opened OVLH while 3 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

OVLH’s largest tracked holder by dollar value, Bison Wealth, LLC, sizes it at 4.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in OVLH 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 24 tracked filers holding OVLH, 12 increased or opened the position and 15 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 OVLH 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 1

  • FIFTH THIRD BANCORP$616K

Full exits 1

  • COMERICA BANK$641K

Largest adds

  • Bison Wealth, LLC$2M
  • COMMONWEALTH EQUITY SERVICES, LLC$709K
  • LPL Financial LLC$524K
  • Holcombe Financial, Inc.$420K

Largest trims

  • Delta Investment Management, LLC$2M
  • PACIFIC FINANCIAL GROUP INC$882K

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).

FundSharesReported value% of valueQuarter
Bison Wealth, LLC trimmed1,042,643$44M48.9%2026-Q1
Holcombe Financial, Inc. added350,860$13M14.9%2026-Q1
Delta Investment Management, LLC trimmed272,224$10M11.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added175,914$7M7.5%2026-Q1
LPL Financial LLC added71,627$3M3.0%2026-Q1
Apollon Wealth Management, LLC added55,502$2M2.4%2026-Q1
PACIFIC FINANCIAL GROUP INC trimmed53,675$2M2.3%2026-Q1
STIFEL FINANCIAL CORP20,645$782K0.9%2026-Q1
FIFTH THIRD BANCORP new16,264$616K0.7%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,801$485K0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC8,871$336K0.4%2026-Q1
JANE STREET GROUP, LLC trimmed7,411$281K0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed6,944$263K0.3%2026-Q1
CLG LLC6,636$251K0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added6,022$228K0.3%2026-Q1
REAP Financial Group, LLC trimmed3,856$146K0.2%2026-Q1
IFP Advisors, Inc trimmed2,619$99K0.1%2026-Q1
CoreCap Advisors, LLC trimmed1,321$50K0.1%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC. added1,247$47K0.1%2026-Q1
MORGAN STANLEY added1,142$43K0.0%2026-Q1
ROYAL BANK OF CANADA new829$31K0.0%2026-Q1
Gen-Wealth Partners Inc new120$5K0.0%2026-Q1
UBS Group AG trimmed33$1K0.0%2026-Q1
AE Wealth Management LLC1$220.0%2026-Q1
Consolidated Portfolio Review Corp added36,214$1M1.6%2025-Q3 stale
COMERICA BANK trimmed16,264$641K0.7%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed18,142$602K0.7%2025-Q1 stale
GTS SECURITIES LLC added12,606$492K0.6%2025-Q3 stale
PKS Advisory Services, LLC added11,366$448K0.5%2025-Q4 stale
Orion Porfolio Solutions, LLC added10,174$401K0.4%2025-Q4 stale
Oasis Advisors, LLC new8,556$337K0.4%2025-Q4 stale
OLD MISSION CAPITAL LLC trimmed6,558$258K0.3%2025-Q4 stale
WOLVERINE TRADING, LLC new5,894$216K0.2%2025-Q2 stale
Luminist Capital LLC added367$14K0.0%2025-Q4 stale
OSAIC HOLDINGS, INC.314$12K0.0%2025-Q4 stale
MAI Capital Management new35$1K0.0%2025-Q3 stale
JPMORGAN CHASE & CO trimmed0$60.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership