11 tracked 13F filers disclose a position in OVM as of the latest SEC 13F filings, a combined $28.4M 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 | $25.4M | 1.2M | ▲+15% Added · +153K sh | Q2 2026 | |
| 2 | IFP Advisors, Inc | $1.1M | 49K | ▼−4.6% Reduced · −2K sh | Q2 2026 | |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | $471K | 22K | ▲44× Added · +21K sh | Q2 2026 | |
| 4 | PMG Family Office LLC | $447K | 21K | ▲New +21K sh | Q2 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $294K | 13K | ▲+1.0% Added · +138 sh | Q2 2026 | |
| 6 | OLD MISSION CAPITAL LLC | $250K | 12K | ▲+17% Added · +2K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $247K | 12K | ▲New +12K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $208K | 10K | —Held | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $40K | 2K | ▼−21% Reduced · −490 sh | Q1 2026 | |
| 10 | UBS Group AG | $6K | 258 | ▲+48% Added · +84 sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $41 | 1 | ▼−50% Reduced · −1 sh | 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, 1 fund opened a new position in OVM and 1 added to an existing one, while 1 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 |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 3 funds | $171.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $156.0M |
| NVIDIA CORPNVDA | 3 funds | $148.7M |
| ASML HOLDING NV-NY REG SHSASML | 3 funds | $29.7M |
| RTX CORPRTX | 3 funds | $12.2M |
| JPMORGAN EQUITY PREMIUM INCOJEPI | 3 funds | $7.8M |
| JPM NASDAQ EQUITY PREMIUMJEPQ | 3 funds | $7.5M |
| SS SPDR DOW JONES INDUS AVGDIA | 3 funds | $7.1M |
| GLOBAL X S&P 500 COVE CALL EXYLD | 3 funds | $6.8M |
| GLOBAL X NASDAQ 100 COVC GRWQYLG | 3 funds | $3.2M |
| PROSHARES NDX HIGH INCOM ETFIQQQ | 3 funds | $3.0M |
| LEIDOS HOLDINGS INCLDOS | 3 funds | $1.8M |
Ranked by how many of OVM's institutional holders also hold each name, a cross-fund conviction signal.
| 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 OVM
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/OVM/capital-change-brief"
Use Arkolith's capital_change_brief for OVM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OVM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.