23 tracked 13F filers disclose a position in OVLH as of the latest SEC 13F filings, a combined $78.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $46.0M | 1.1M | ▲+5.2% Added · +55K sh | Q2 2026 | |
| 2 | Holcombe Financial, Inc. | $14.8M | 355K | ▲+1.1% Added · +4K sh | Q2 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 176K | ▲+16% Added · +25K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $2.7M | 72K | ▲+29% Added · +16K sh | Q1 2026 | |
| 5 | Apollon Wealth Management, LLC | $2.1M | 56K | ▲+3.2% Added · +2K sh | Q1 2026 | |
| 6 | PACIFIC FINANCIAL GROUP INC | $2.2M | 53K | ▼−0.8% Reduced · −407 sh | Q2 2026 | |
| 7 | STIFEL FINANCIAL CORP | $782K | 21K | —Held | Q1 2026 | |
| 8 | FIFTH THIRD BANCORP | $616K | 16K | ▲New +16K sh | Q1 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $485K | 13K | ▲New +13K sh | Q1 2026 | |
| 10 | PKS Advisory Services, LLC | $456K | 11K | ▲Added Added · +11K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $336K | 9K | —Held | Q1 2026 | |
| 12 | Oasis Advisors, LLC | $357K | 9K | ▲Added Added · +9K sh | Q2 2026 | |
| 13 | JANE STREET GROUP, LLC | $281K | 7K | ▲New +7K sh | Q1 2026 | |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $263K | 7K | ▼−7.3% Reduced · −548 sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $228K | 6K | ▲New +6K sh | Q1 2026 | |
| 16 | REAP Financial Group, LLC | $112K | 3K | ▼−31% Reduced · −1K sh | Q2 2026 | |
| 17 | IFP Advisors, Inc | $112K | 3K | ▲+2.3% Added · +60 sh | Q2 2026 | |
| 18 | CoreCap Advisors, LLC | $50K | 1K | ▼−56% Reduced · −2K sh | Q1 2026 | |
| 19 | EVOLUTION WEALTH MANAGEMENT INC. | $52K | 1K | —Held | Q2 2026 | |
| 20 | MORGAN STANLEY | $43K | 1K | ▲+196% Added · +756 sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $31K | 829 | ▲New +829 sh | Q1 2026 | |
| 22 | UBS Group AG | $1K | 33 | ▼−81% Reduced · −138 sh | Q1 2026 | |
| 23 | AE Wealth Management LLC | $22 | 1 | —Held | Q1 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, 0 funds opened a new position in OVLH and 4 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 6 funds | $233.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 6 funds | $187.1M |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $157.2M |
| ISHARES S&P 500 GROWTH ETFIVW | 6 funds | $74.1M |
| ISHARES S&P 500 VALUE ETFIVE | 6 funds | $66.7M |
| ISHARES CORE MSCI EAFE ETFIEFA | 6 funds | $34.5M |
| ISHARES MSCI EAFE ETFEFA | 6 funds | $30.9M |
| ISHARES CORE U.S. AGGREGATEAGG | 6 funds | $24.1M |
| HOME DEPOT INCHD | 6 funds | $19.9M |
| VANGUARD INT HIGH DVD YLD INVYMI | 6 funds | $7.4M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 5 funds | $245.2M |
| NVIDIA CORPNVDA | 5 funds | $184.2M |
Ranked by how many of OVLH's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 161 funds | $781.1M |
| HEGDSWAN HEDGED EQTY | 77 funds | $598.5M |
| METVmc | 74 funds | $100.9M |
| HLALmc | 59 funds | $36.9M |
| UMMAmc | 43 funds | $29.2M |
| OVLSHARES LAG CAP | 41 funds | $181.5M |
| SPRXUIT EXCHANGE TRADED | 39 funds | $63.7M |
| BETZmc | 36 funds | $3.1M |
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 OVLH
This stock 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/OVLH/capital-change-brief"
Use Arkolith's capital_change_brief for OVLH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OVLH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.