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OVT · Insider trading · 13F holders · Congress trades

Listed Fds Tr (OVT)

Who is buying and selling OVT: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
3
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

OVT at a glance

  • No open-market insider purchases or sales of OVT were filed in the last 90 days.
  • 3 13F filers hold OVT among their 50 largest positions, worth $48.8M combined. The biggest bets by portfolio weight are Holcombe Financial, Inc. (6.5%), Bison Wealth, LLC (3.0%) and Evolution Wealth Management Inc. (0.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
  • No member of Congress has disclosed a trade in OVT.

OVT insider trading

No open-market insider purchases or sales of OVT were filed in the last 90 days.

Who owns OVT? Hedge funds and superinvestors

3 13F filers hold OVT among their 50 largest positions, worth $48.8M combined. The biggest bets by portfolio weight are Holcombe Financial, Inc. (6.5%), Bison Wealth, LLC (3.0%) and Evolution Wealth Management Inc. (0.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.

13F filers holding OVT
Manager% of portfolioValueSharesLast quarter13F
Bison Wealth, LLCWealth manager3.0%$36.2M1,690,971+7.3% sharesQ3 2026
Holcombe Financial, Inc.Wealth manager6.5%$11.7M552,729+3.4% sharesQ3 2026
Evolution Wealth Management Inc.Wealth manager0.5%$882K41,582+19.1% sharesQ3 2026

Each manager counts with its latest 13F (Q3 2026: 3). Screen OVT in the grand portfolio →

OVT stock trades by members of Congress

No member of Congress has disclosed a trade in OVT.

OVT questions and answers

Are insiders buying OVT stock?

No open-market insider purchases or sales of OVT were filed in the last 90 days.

Which hedge funds own OVT?

3 13F filers hold OVT among their 50 largest positions, worth $48.8M combined. The biggest bets by portfolio weight are Holcombe Financial, Inc. (6.5%), Bison Wealth, LLC (3.0%) and Evolution Wealth Management Inc. (0.5%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.

Has Congress traded OVT?

No member of Congress has disclosed a trade in OVT.

Who is the largest holder of OVT?

Among 13F filers, Bison Wealth, LLC reports the largest OVT position, $36.2M (1,690,971 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Holcombe Financial, Inc.'s: 6.5% of its portfolio.

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Free to use with a link back. The data updates every filing day.

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