Who owns OVT (OVT)
Which tracked institutional funds hold OVT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OVT 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
The tracked-fund tape on OVT is one-sided between 2025-Q4 and 2026-Q1: 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
OVT’s largest tracked holder by dollar value, Bison Wealth, LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OVT 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 13 tracked filers holding OVT, 10 increased or opened the position and 5 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 OVT 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 3
- Oasis Advisors, LLC$5M
- Orion Porfolio Solutions, LLC$2M
- Virtu Financial LLC$723K
Largest adds
- Bison Wealth, LLC$2M
- Holcombe Financial, Inc.$517K
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 | 1,576,480 | $35M | 59.9% | 2026-Q1 |
| Holcombe Financial, Inc. added | 526,466 | $12M | 19.9% | 2026-Q1 |
| Oasis Advisors, LLC new | 2,548,535 | $5M | 7.8% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 113,351 | $2M | 4.3% | 2026-Q1 |
| Virtu Financial LLC added | 32,989 | $723K | 1.2% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. added | 27,081 | $593K | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC | 15,573 | $341K | 0.6% | 2026-Q1 |
| Wealthcare Advisory Partners LLC new | 13,528 | $296K | 0.5% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 8,286 | $182K | 0.3% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 5,687 | $125K | 0.2% | 2026-Q1 |
| UBS Group AG added | 761 | $17K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 592 | $13K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 1 | $20 | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 46,359 | $1M | 1.8% | 2025-Q1 stale |
| BlueChip Wealth Advisors LLC | 15,191 | $334K | 0.6% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 14,721 | $329K | 0.6% | 2025-Q3 stale |
| GTS SECURITIES LLC trimmed | 13,477 | $297K | 0.5% | 2025-Q1 stale |
| STIFEL FINANCIAL CORP new | 11,864 | $261K | 0.4% | 2025-Q4 stale |
| Sandy Spring Bank | 7,814 | $172K | 0.3% | 2025-Q1 stale |
| OSAIC HOLDINGS, INC. | 237 | $5K | 0.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 0 | $20 | 0.0% | 2025-Q1 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.