Listed Fds Tr (OVLH): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Listed Fds Tr (OVLH) following the 2026 Q1 hedge fund 13F filings?

As of today, OVLH has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), OVLH gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Listed Fds Tr (OVLH)

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

Smart Money Signals — OVLH

Based on 25 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added OVLH 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

25 hedge funds hold OVLH 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 — +79% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+79% 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.

🟡

Slight buying edge — 50% buying

13 buying13 selling

Last quarter: 13 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 6 → 4 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 40% entered in last year

■ 8% conviction (2yr+) ■ 52% medium ■ 40% new

Only 2 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📊

Peak discovery — momentum slowing

2 → 10 → 6 → 4 → 7 new funds/Q

New funds entering each quarter: 10 → 6 → 4 → 7. OVLH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 64% of holders entered in last year

■ 12% veterans ■ 24% 1-2yr ■ 64% new

Of 25 current holders: 16 (64%) entered in the past year, only 3 (12%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

7 of 25 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	25	23	8.7%
13F Shares	2M	2M	-0.76%
Total Value	$85M	$83M	2.26%
New Positions	7	4	+3
Increased Positions	6	8	-2
Closed Positions	5	4	+1
Reduced Positions	8	7	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

8.7%

13F Shares

-0.76%

Total Value

$85M

$83M

2.26%

New Positions

Increased Positions

-2

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

25 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 OVLH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Holcombe Financial, Inc.	7.81%	350,860	$13.3M
2	Bison Wealth, LLC	4.21%	1,042,643	$43.6M
3	Delta Investment Management, LLC	1.84%	272,224	$10.3M
4	Pacific Financial Group Inc	1.10%	53,675	$2.0M
5	Oasis Advisors, LLC	0.18%	8,556	$337K
6	Clg LLC	0.06%	6,636	$251K
7	Evolution Wealth Management INC.	0.03%	1,247	$47K
8	Apollon Wealth Management, LLC	0.03%	55,502	$2.1M
9	REAP Financial Group, LLC	0.03%	3,856	$146K
10	Commonwealth Equity Services, LLC	0.01%	175,914	$6.7M
11	IFP Advisors, Inc	0.00%	2,619	$99K
12	CoreCap Advisors, LLC	0.00%	1,321	$50K
13	Gen-Wealth Partners Inc	0.00%	120	$5K
14	Fifth Third Bancorp	0.00%	16,264	$616K
15	LPL Financial LLC	0.00%	71,627	$2.7M
16	Stifel Financial Corp	0.00%	20,645	$782K
17	Mercer Global Advisors Inc /Adv	0.00%	6,944	$263K
18	Raymond James Financial Inc	0.00%	8,871	$336K
19	Envestnet Asset Management Inc	0.00%	6,022	$228K
20	Susquehanna International Group, LLP	0.00%	12,801	$485K
21	Jane Street Group, LLC	0.00%	7,411	$281K
22	Royal Bank of Canada	0.00%	829	$31K
23	Morgan Stanley	0.00%	1,142	$43K
24	UBS Group AG	0.00%	33	$1K
25	AE Wealth Management LLC	0.00%	1	—

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 (OVLH)

What does the Smart Money Trend signal show for OVLH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OVLH 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 OVLH?

Slight buying edge — 50% buying: Last quarter: 13 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OVLH holders?

Smaller funds dominant — 4% AUM from top-100: 7 of 25 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OVLH?

Mostly new holders — 40% entered in last year: Only 2 funds (8%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Listed Fds Tr (OVLH) following the 2026 Q1 hedge fund 13F filings?

As of today, OVLH has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), OVLH has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Listed Fds Tr (OVLH)

Smart Money Signals — OVLH

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +79% more funds vs a year ago

Slight buying edge — 50% buying

Steady new buyers — ~7 new funds per quarter

Mostly new holders — 40% entered in last year

Peak discovery — momentum slowing

Early stage — 64% of holders entered in last year

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — OVLH

Hedge Fund Ownership: OVLH

Market Analysis: OVLH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OVLH

Is It Too Late to Buy Listed Fds Tr (OVLH) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: OVLH

Statistics: OVLH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Listed Fds Tr (OVLH)

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