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Funds Holding OVT

On this page, we present all of the funds holding OVT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding OVT, with a link to that fund's top holdings. The next columns indicate the amount of OVT stock held by each of the funds holding OVT, followed by the OVT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 10 funds holding OVT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Lakeview Capital Partners LLC. For more details on the positions held by Lakeview Capital Partners LLC (or by any of the other funds holding OVT), click the fund name in the "Holder" column of the funds-holding-OVT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Lakeview Capital Partners LLC251,272$5,455 12/31/2023
     OVT251,272$5,455 12/31/2023
Mercer Global Advisors Inc. ADV44,037$956 12/31/2023
     OVT44,037$956 12/31/2023
JPMorgan Chase & Co.28,040$609 12/31/2023
     OVT28,040$609 12/31/2023
BlueChip Wealth Advisors LLC19,437$433 03/31/2024
     OVT19,437$433 03/31/2024
Envestnet Asset Management Inc.13,702$297 12/31/2023
     OVT13,702$297 12/31/2023
Sandy Spring Bank10,851$236 12/31/2023
     OVT10,851$236 12/31/2023
Advisor Group Holdings Inc.2,004$44 12/31/2023
     OVT2,004$44 12/31/2023
Wells Fargo & Company MN302$7 12/31/2023
     OVT302$7 12/31/2023
UBS Group AG264$6 12/31/2023
     OVT264$6 12/31/2023
Proequities Inc.0$0 03/31/2024
     OVT0$0 03/31/2024
Morgan Stanley1$0 12/31/2023
     OVT1$0 12/31/2023

See Summary: Institutional Holders of OVT
See Details: Top 10 Hedge Funds Holding OVT
Also See: OVT Insider Buying

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