Among active 13F managers last quarter, 1 added and 3 reduced; the largest holder to move was Brookwood Investment Group LLC (+1.9%).
15 tracked 13F filers disclose a position in OVB as of the latest SEC 13F filings, a combined $40.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 1.2M | $23.6M | ▲+9.2% Added · +97K sh | Q2 2026 | |
| 2 | Brookwood Investment Group LLC | 417K | $8.5M | ▲+1.9% Added · +8K sh | Q2 2026 | |
| 3 | Evolution Wealth Management Inc. | 217K | $4.4M | ▲+22% Added · +39K sh | Q2 2026 | |
| 4 | Susquehanna International Group, LLP | 87K | $1.8M | ▼−11% Reduced · −11K sh | Q1 2026 | |
| 5 | Ethos Capital Management, Inc. | 53K | $1.1M | ▼−33% Reduced · −26K sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 13K | $257K | —Held | Q1 2026 | |
| 7 | True Link Financial Advisors, LLC | 12K | $250K | ▲New +12K sh | Q2 2026 | |
| 8 | REAP Financial Group, LLC | 12K | $236K | ▼−29% Reduced · −5K sh | Q2 2026 | |
| 9 | Beam Wealth Advisors, Inc. | 10K | $205K | ▲New +10K sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 2K | $37K | ▼−22% Reduced · −512 sh | Q1 2026 | |
| 11 | IFP Advisors, Inc | 1K | $27K | ▼−68% Reduced · −3K sh | Q2 2026 | |
| 12 | AE Wealth Management LLC | 1K | $23K | ▲141× Added · +1K sh | Q1 2026 | |
| 13 | UBS Group AG | 555 | $11K | ▲+219% Added · +381 sh | Q1 2026 | |
| 14 | Royal Bank Of Canada | 380 | $8K | ▲New +380 sh | Q1 2026 | |
| 15 | International Assets Investment Management, LLC | 156 | $3K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund added to an existing position in OVB, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 6 funds | $3.5B |
| Amazon.com IncAMZN | 6 funds | $1.8B |
| Micron Technology IncMU | 6 funds | $1.6B |
| Apple IncAAPL | 6 funds | $1.6B |
| Meta Platforms Inc-Class AMETA | 6 funds | $1.1B |
| Microsoft CorpMSFT | 6 funds | $1.1B |
| Broadcom IncAVGO | 6 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 6 funds | $916.1M |
| Tesla IncTSLA | 6 funds | $823.0M |
| JPMorgan Chase & CoJPM | 6 funds | $756.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 6 funds | $613.8M |
| Mastercard Inc - AMA | 6 funds | $583.0M |
Ranked by how many of OVB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OVB.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 162 funds | $782.4M |
| HEGDSWAN HEDGED EQTY | 77 funds | $598.5M |
| METVmc | 72 funds | $100.9M |
| HLALmc | 59 funds | $37.7M |
| UMMAmc | 43 funds | $30.5M |
| OVLSHARES LAG CAP | 41 funds | $181.5M |
| SPRXUIT EXCHANGE TRADED | 39 funds | $63.7M |
| BETZmc | 36 funds | $4.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for OVB
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OVB/capital-change-brief"
Use Arkolith's capital_change_brief for OVB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for OVB. Filings are public domain, sourced to SEC EDGAR.