Ovata Capital Management Ltd quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Ovata Capital Management Ltd opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1724517): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| STRATEGIC PLANNING GROUP, LLC | United States | $0.715B | 72 |
| Biltmore Family Office, LLC | United States | $0.716B | 325 |
| Legacy Financial Advisors, Inc. | United States | $0.715B | 404 |
| Nexus Investment Management ULC | Canada | $0.715B | 70 |
| FIRST HAWAIIAN BANK | United States | $0.715B | 136 |
| Compass Financial Group, INC/SD | United States | $0.715B | 105 |
| Anatole Investment Management Ltd | Hong Kong | $0.716B | 15 |
| CAMBIENT FAMILY OFFICE, LLC | United States | $0.716B | 261 |
| EagleClaw Capital Managment, LLC | United States | $0.714B | 145 |
| Glen Eagle Advisors, LLC | United States | $0.714B | 1,023 |