Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Listed Fds Tr (OVL)

48 + Investors. Track Smart Money conviction in OVL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — OVL

Based on 48 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OVL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
48 hedge funds hold OVL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +45% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+45% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 67% buying

34 buying17 selling
Last quarter: 34 funds were net buyers (19 opened a brand new position + 15 added to an existing one). Only 17 were sellers (10 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new OVL position: 7 → 4 → 6 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 42% new

■ 35% conviction (2yr+) ■ 23% medium ■ 42% new
Of the 48 current holders: 17 (35%) held >2 years, 11 held 1–2 years, and 20 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

6 → 7 → 4 → 6 → 19 new funds/Q
New funds entering each quarter: 7 → 4 → 6 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 33% veterans, 50% new entrants

■ 33% veterans ■ 17% 1-2yr ■ 50% new
Of 48 current holders: 16 (33%) held 2+ years, 8 held 1–2 years, 24 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
9 of 48 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OVL

In 2026 Q2, 34 hedge funds were net buyers of OVL (19 opened a new position, 15 added to an existing one), while 17 reduced or exited (10 trimmed, 7 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 48.

Hedge Fund Ownership: OVL

How many hedge funds hold OVL — quarterly history vs. share price
Quarterly hedge fund ownership of OVL vs. share price

Market Analysis: OVL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OVL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: OVL
48 + Investors

Track Smart Money conviction in OVL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 48 36 33.33%
13F Shares 4M 3M 15.69%
Total Value $202M $165M 21.98%
New Positions 19 6 +13
Increased Positions 15 13 +2
Closed Positions 7 6 +1
Reduced Positions 10 12 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OVL

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Financial Highlights

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Institutional Holders (2026 Q2)

48 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OVL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OVL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bison Wealth, LLC 10.64% 2,034,316 $115.9M
2 New Wave Wealth Advisors LLC 2.22% 144,200 $8.2M
3 Evolution Wealth Management INC. 1.21% 36,489 $2.1M
4 Johnson & White Wealth Management, LLC 0.80% 37,892 $2.1M
5 Luminist Capital LLC 0.68% 11,076 $607K
6 CAP Partners, LLC 0.43% 15,478 $876K
7 Oasis Advisors, LLC 0.37% 10,142 $574K
8 Milestone Asset Management, LLC 0.22% 25,133 $1.4M
9 Legacy Private Trust Co. 0.20% 63,645 $3.6M
10 QTR Family Wealth, LLC 0.09% 4,504 $255K
11 REAP Financial Group, LLC 0.07% 7,024 $398K
12 Smartleaf Asset Management LLC 0.06% 35,611 $2.0M
13 Lanark Financial, INC. 0.05% 13,858 $785K
14 Shelton Capital Management 0.04% 33,869 $1.9M
15 Waterloo Capital, L.P. 0.03% 10,087 $571K
16 PFG Investments, LLC 0.03% 12,316 $697K
17 Apollon Wealth Management, LLC 0.02% 35,050 $2.0M
18 Hilltop Holdings Inc. 0.02% 3,544 $201K
19 Wealthcare Advisory Partners LLC 0.01% 12,719 $720K
20 Nicolet Bankshares Inc 0.01% 7,314 $414K
21 Old Mission Capital LLC 0.01% 12,686 $718K
22 Equitable Holdings, Inc. 0.01% 31,300 $1.8M
23 StoneX Group Inc. 0.01% 3,582 $203K
24 Beaird Harris Wealth Management, LLC 0.01% 2,219 $126K
25 World Investment Advisors 0.01% 5,882 $330K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Listed Fds Tr (OVL)

What does the Smart Money Trend signal show for OVL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OVL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OVL?

More buyers than sellers — 67% buying: Last quarter: 34 funds were net buyers (19 opened a brand new position + 15 added to an existing one). Only 17 were sellers (10 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OVL holders?

Smaller funds dominant — 16% AUM from top-100: 9 of 48 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OVL?

Mixed — 35% long-term, 42% new: Of the 48 current holders: 17 (35%) held >2 years, 11 held 1–2 years, and 20 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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