Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 OVLH is one-sided between 2026-Q1 and 2026-Q2: 5 added or opened and 0 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
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 2026-Q1 and 2026-Q2, across 24 tracked filers holding OVLH, 12 increased or opened the position and 12 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 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.
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- Bison Wealth, LLC$2M
- Delta Investment Management, LLC$2M
- Holcombe Financial, Inc.$2M
- Apollon Wealth Management, LLC$797K
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 | 1,097,349 | $46M | 46.2% | 2026-Q2 |
| Holcombe Financial, Inc. added | 354,916 | $15M | 14.9% | 2026-Q2 |
| Delta Investment Management, LLC added | 285,957 | $12M | 12.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 235,472 | $10M | 9.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 70,077 | $3M | 2.9% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 69,381 | $3M | 2.9% | 2026-Q2 |
| PACIFIC FINANCIAL GROUP INC trimmed | 53,268 | $2M | 2.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 20,645 | $863K | 0.9% | 2026-Q2 |
| FIFTH THIRD BANCORP | 16,264 | $680K | 0.7% | 2026-Q2 |
| Nuveen, LLC new | 11,181 | $467K | 0.5% | 2026-Q2 |
| PKS Advisory Services, LLC trimmed | 10,924 | $456K | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 8,871 | $371K | 0.4% | 2026-Q2 |
| Oasis Advisors, LLC | 8,556 | $357K | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 6,939 | $290K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,981 | $250K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 5,795 | $242K | 0.2% | 2026-Q2 |
| REAP Financial Group, LLC trimmed | 2,679 | $112K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 2,679 | $112K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 2,376 | $99K | 0.1% | 2026-Q2 |
| Luminist Capital LLC added | 1,306 | $53K | 0.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 1,247 | $52K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 668 | $28K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 319 | $13K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 1 | $24 | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,801 | $485K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 7,411 | $281K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CLG LLC | 6,636 | $251K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Gen-Wealth Partners Inc new | 120 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 33 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| COMERICA BANK trimmed | 16,264 | $641K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Orion Porfolio Solutions, LLC added | 10,174 | $401K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 6,558 | $258K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| OSAIC HOLDINGS, INC. | 314 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Consolidated Portfolio Review Corp added | 36,214 | $1M | 1.4% | 2025-Q3 stale (3 quarters behind) |
| GTS SECURITIES LLC added | 12,606 | $492K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| MAI Capital Management new | 35 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE TRADING, LLC new | 5,894 | $216K | 0.2% | 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.