12 tracked 13F filers disclose a position in OVT as of the latest SEC 13F filings, a combined $51.2M 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 | $34.5M | 1.6M | ▼~0% Reduced · −572 sh | Q2 2026 | |
| 2 | Holcombe Financial, Inc. | $11.7M | 534K | ▲+1.5% Added · +8K sh | Q2 2026 | |
| 3 | Orion Porfolio Solutions, LLC | $2.5M | 113K | ▲+34% Added · +29K sh | Q1 2026 | |
| 4 | EVOLUTION WEALTH MANAGEMENT INC. | $762K | 35K | ▲+29% Added · +8K sh | Q2 2026 | |
| 5 | Oasis Advisors, LLC | $720K | 33K | ▼−99% Reduced · −2.5M sh | Q2 2026 | |
| 6 | True Link Financial Advisors, LLC | $513K | 24K | ▲New +24K sh | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $341K | 16K | —Held | Q1 2026 | |
| 8 | Atlantic Union Bankshares Corp | $182K | 8K | ▲+1.6% Added · +128 sh | Q1 2026 | |
| 9 | REAP Financial Group, LLC | $87K | 4K | ▼−30% Reduced · −2K sh | Q2 2026 | |
| 10 | UBS Group AG | $17K | 761 | ▲+318% Added · +579 sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $13K | 592 | ▲New +592 sh | Q1 2026 | |
| 12 | AE Wealth Management LLC | $20 | 1 | ▼−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, 0 funds opened a new position in OVT and 2 added to an existing one, while 2 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 | 4 funds | $259.7M |
| HOME DEPOT INCHD | 4 funds | $23.6M |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $288.3M |
| NVIDIA CORPNVDA | 3 funds | $225.3M |
| MICROSOFT CORPMSFT | 3 funds | $153.9M |
| ALPHABET INC-CL AGOOGL | 3 funds | $111.9M |
| ISHARES CORE U.S. AGGREGATEAGG | 3 funds | $111.2M |
| AMAZON.COM INCAMZN | 3 funds | $104.0M |
| WALMART INCWMT | 3 funds | $71.1M |
| ALPHABET INC-CL CGOOG | 3 funds | $68.5M |
| ISHARES CORE MSCI EAFE ETFIEFA | 3 funds | $62.4M |
| JPMORGAN CHASE & COJPM | 3 funds | $60.9M |
Ranked by how many of OVT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 136 funds | $761.3M |
| METVmc | 69 funds | $101.0M |
| HEGDSWAN HEDGED EQTY | 68 funds | $481.1M |
| HLALmc | 57 funds | $35.9M |
| OVLSHARES LAG CAP | 38 funds | $179.2M |
| UMMAmc | 37 funds | $26.8M |
| SPRXUIT EXCHANGE TRADED | 34 funds | $53.3M |
| BETZmc | 32 funds | $3.0M |
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 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.