Who owns OVB?
Overlay Shares Core Bond ETF · Overlay
16 institutions reported holding OVB, worth $40.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OVB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bison Wealth, LLC | Atlanta, GA | $23.6M | 1,151,999 | +97,143 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $8.5M | 417,194 | +7,634 shares |
| Evolution Wealth Management Inc. | Fort Myers, FL | $4.4M | 217,195 | +39,290 shares |
| Ethos Capital Management, Inc. | Newtown, PA | $1.1M | 52,960 | −25,586 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $850K | 41,602 | −45,608 shares |
| Luminist Capital LLC | Grand Rapids, MI | $551K | 28,062 | +8,670 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $512K | 25,046 | +12,523 shares |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $412K | 20,172 | +306 shares |
| True Link Financial Advisors, LLC | San Francisco, CA | $250K | 12,223 | New position |
| REAP Financial Group, LLC | Austin, TX | $236K | 11,529 | −4,777 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OVB?
16 institutional managers reported holding OVB in Form 13F filings for June 30, 2026, worth $40.9M in total. The largest reported position was held by Bison Wealth, LLC, at $23.6M.
Did institutions buy or sell OVB last quarter?
Reported 13F value rose 1.3% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OVB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.