Who owns OVL?
Overlay Shares Large Cap Equity ETF · Overlay
48 institutions reported holding OVL, worth $208.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OVL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bison Wealth, LLC | Atlanta, GA | $115.9M | 2,034,316 | +29,340 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $17.2M | 303,398 | +20,537 shares |
| New Wave Wealth Advisors LLC | Springdale, AR | $16.3M | 288,400 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $12.8M | 225,933 | +47,435 shares |
| JPMorgan Chase & Co | New York, NY | $4.9M | 87,170 | −1,246 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $4.4M | 78,400 | +11,307 shares |
| LPL Financial LLC | Fort Mill, SC | $4.1M | 72,164 | +58,213 shares |
| Legacy Private Trust Co. | Neenah, WI | $3.6M | 63,645 | −22,548 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $2.7M | 48,551 | +11,661 shares |
| Johnson & White Wealth Management, LLC | York, PA | $2.1M | 37,892 | +2,829 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 OVL?
48 institutional managers reported holding OVL in Form 13F filings for June 30, 2026, worth $208.3M in total. The largest reported position was held by Bison Wealth, LLC, at $115.9M.
Did institutions buy or sell OVL last quarter?
Reported 13F value rose 22.1% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 6 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 OVL 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.