OVS LISTED FDS TR
FollowSHARES SML CAP (fund)
9 managers (9 13F filers) reported a position in OVS shares at 2026-06-30, 592,687 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 4
- Added
- 3
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 592,687
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Bison Wealth, LLC | 401,701 | $16.9M | 1.56% | +13,276 | 13F-HRTimeline |
| Johnson & White Wealth Management, LLC | 51,496 | $2.2M | 0.82% | +3,627 | 13F-HRTimeline |
| Lotus Technology Management, LP | 110,076 | $761K | 0.93% | new | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 10,595 | $452K | 0.01% | +3,512 | 13F-HRTimeline |
| Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners … | 7,148 | $305K | 0.01% | new | 13F-HRTimelineGroup |
| Arax Advisory Partners | 5,363 | $229K | <0.01% | new | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 4,922 | $210K | <0.01% | new | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,195 | $51K | <0.01% | 0 | 13F-HRTimelineGroup |
| EVOLUTION WEALTH MANAGEMENT INC. | 191 | $8.15K | <0.01% | 0 | 13F-HRTimeline |