Security record · archived quarter
OVLH
name pending profile ingest
8Tracked holders
0Δ holders
244.57KShares held
$9.63MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 151.12K | n/a | $5.95M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 55.56K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Stifel Financial Corp | 20.64K | n/a | $813,207 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 8.87K | n/a | $349,429 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 7.49K | n/a | $295,092 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 386 | 0.0% | $15,204 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 7 | Osaic Holdings, Inc. | 314 | n/a | $12,368 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 171 | n/a | $6,736 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 24 holders, 2.12M shares, $84.39M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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