Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LISTED FDS TR (OVL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
32%

Smart Money Signals — OVL

Based on 35 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OVL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
35 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 32% buying

12 buying26 selling
Last quarter: 26 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 5 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 31% medium 20% new
17 out of 35 hedge funds have held OVL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

11 → 9 → 5 → 7 → 4 new funds/Q
New funds entering each quarter: 9 → 5 → 7 → 4. OVL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 11% 1-2yr 37% new
Of 35 current holders: 18 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
7 of 35 holders rank in the top 100 by AUM, but together hold only 15% 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: OVL
2026 Q1 Stats Unlock in 12 days 35 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 35 36 -2.78%
13F Shares 3M 3M -10.62%
Total Value $144M $165M -12.81%
New Positions 4 7 -3
Increased Positions 8 9 -1
Closed Positions 5 3 +2
Reduced Positions 21 17 +4
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 Q1)

35 + investors

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

Top 16 institutional holders of OVL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 EVOLUTION WEALTH MANAGEMENT INC. 1.55% 42,043 $2.1M
2 Johnson & White Wealth Management, LLC 0.75% 35,063 $1.8M
3 Luminist Capital LLC 0.56% 8,352 $420K
4 Oasis Advisors, LLC 0.30% 10,573 $563K
5 Legacy Private Trust Co. 0.27% 86,193 $4.3M
6 QTR Family Wealth, LLC 0.10% 4,557 $245K
7 NBC SECURITIES, INC. 0.05% 12,435 $625K
8 Apollon Wealth Management, LLC 0.03% 34,450 $1.7M
9 Brooklyn Investment Group 0.01% 8,237 $414K
10 Noble Wealth Management PBC 0.01% 400 $20K
11 Private Advisor Group, LLC 0.01% 35,611 $1.8M
12 Janney Montgomery Scott LLC 0.00% 36,890 $2K
13 Modera Wealth Management, LLC 0.00% 7,066 $355K
14 ENVESTNET ASSET MANAGEMENT INC 0.00% 282,861 $14.2M
15 LPL Financial LLC 0.00% 13,951 $702K
16 UBS Group AG 0.00% 419 $21K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OVL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OVL?

Heavy selling pressure — only 32% buying: Last quarter: 26 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OVL holders?

Smaller funds dominant — 15% AUM from top-100: 7 of 35 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OVL?

49% of holders stayed for 2+ years: 17 out of 35 hedge funds have held OVL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.