Among active 13F managers last quarter, 1 opened and 1 added, while 3 reduced; the largest holder to move was Holcombe Financial, Inc. (+1.5%).
13 tracked 13F filers disclose a position in OVT as of the latest SEC 13F filings, a combined $49.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 1.6M | $34.5M | ▼~0% Reduced · −572 sh | Q2 2026 | |
| 2 | Holcombe Financial, Inc. | 534K | $11.7M | ▲+1.5% Added · +8K sh | Q2 2026 | |
| 3 | Evolution Wealth Management Inc. | 35K | $762K | ▲+29% Added · +8K sh | Q2 2026 | |
| 4 | Oasis Advisors, LLC | 33K | $720K | ▼−99% Reduced · −2.5M sh | Q2 2026 | |
| 5 | Orion Porfolio Solutions, LLC | 24K | $522K | ▼−79% Reduced · −89K sh | Q2 2026 | |
| 6 | True Link Financial Advisors, LLC | 24K | $513K | ▲New +24K sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 16K | $341K | —Held | Q1 2026 | |
| 8 | Atlantic Union Bankshares Corp | 8K | $184K | ▲+1.6% Added · +135 sh | Q2 2026 | |
| 9 | Global Retirement Partners, LLC | 5K | $114K | ▲New +5K sh | Q2 2026 | |
| 10 | REAP Financial Group, LLC | 4K | $87K | ▼−30% Reduced · −2K sh | Q2 2026 | |
| 11 | UBS Group AG | 761 | $17K | ▲+318% Added · +579 sh | Q1 2026 | |
| 12 | Royal Bank Of Canada | 592 | $13K | ▲New +592 sh | Q1 2026 | |
| 13 | AE Wealth Management LLC | 1 | $20 | ▼−100% Reduced · −2K 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 OVT and 1 added to an existing one, 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 |
|---|---|---|
| Apple IncAAPL | 5 funds | $462.2M |
| Home Depot IncHD | 5 funds | $38.8M |
| Ishares Core S&P 500 ETFIVV | 4 funds | $509.2M |
| Nvidia CorpNVDA | 4 funds | $415.7M |
| Microsoft CorpMSFT | 4 funds | $241.9M |
| Alphabet Inc-CL AGOOGL | 4 funds | $218.5M |
| Amazon.com IncAMZN | 4 funds | $199.7M |
| Ishares Core U.S. AggregateAGG | 4 funds | $164.1M |
| Alphabet Inc-CL CGOOG | 4 funds | $124.9M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $114.9M |
| JPMorgan Chase & CoJPM | 4 funds | $108.7M |
| Ishares Core Msci Eafe ETFIEFA | 4 funds | $102.4M |
Ranked by how many of OVT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OVT.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 159 funds | $785.1M |
| HEGDSWAN HEDGED EQTY | 77 funds | $600.5M |
| METVmc | 72 funds | $101.0M |
| HLALmc | 60 funds | $38.4M |
| UMMAmc | 44 funds | $31.0M |
| OVLSHARES LAG CAP | 41 funds | $182.1M |
| SPRXUIT EXCHANGE TRADED | 39 funds | $65.6M |
| BETZmc | 35 funds | $4.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for OVT
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/OVT/capital-change-brief"
Use Arkolith's capital_change_brief for OVT. 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 OVT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.