LISTED FDS TR - OVERLAY SHS SHRT (OVT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2021 to Q3 2025

Type / Class
Equity / OVERLAY SHS SHRT
Symbol
OVT
Price per share
$22.39
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,038,773
Total reported value
$45,304,090
% of total 13F portfolios
0%
Share change
+74,564
Value change
+$1,657,020
Number of holders
11
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 11 institutional investors reported holding 2,038,773 shares of LISTED FDS TR - OVERLAY SHS SHRT (OVT).

Institutional Holders of LISTED FDS TR - OVERLAY SHS SHRT (OVT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 2,038,773 $45,304,090 +$1,657,020 $22.38 11
2025 Q2 1,964,209 $43,169,055 -$2,160,445 $22.25 11
2025 Q1 2,070,865 $45,601,460 -$5,784,746 $22.07 12
2024 Q4 2,643,004 $58,012,097 +$5,831,946 $21.95 9
2024 Q3 194,773 $4,444,709 -$2,922,583 $22.82 9
2024 Q2 311,384 $6,928,021 -$969,537 $22.20 10
2024 Q1 369,414 $8,230,702 -$388,390 $22.28 12
2023 Q4 14,587 $316,684 $21.71 1
2023 Q3 605,989 $12,810,751 +$1,298,264 $21.17 8
2023 Q2 542,790 $11,757,484 -$2,667,326 $21.66 7
2023 Q1 643,169 $13,943,526 +$3,630,226 $21.70 6
2022 Q4 475,637 $10,170,598 +$4,959,147 $21.22 5
2022 Q3 460,442 $9,678,000 +$1,022,305 $21.02 5
2022 Q2 411,245 $9,124,000 +$463,314 $22.19 6
2022 Q1 389,693 $9,104,000 +$1,351,647 $23.37 5
2021 Q4 331,813 $8,114,000 -$534,164 $24.45 3
2021 Q3 353,658 $8,858,000 +$7,846,262 $25.05 3
2021 Q2 40,390 $1,022,000 +$435,001 $25.30 1
2021 Q1 23,466 $587,000 +$587,000 $25.01 1