Who owns OVLH?
Overlay Shares Hedged Large Cap Equity ETF · Overlay
24 institutions reported holding OVLH, worth $95.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OVLH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bison Wealth, LLC | Atlanta, GA | $46.0M | 1,097,349 | +54,706 shares |
| Holcombe Financial, Inc. | Atlanta, GA | $14.8M | 354,916 | +4,056 shares |
| Delta Investment Management, LLC | San Francisco, CA | $11.9M | 285,957 | +13,733 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $9.8M | 235,472 | +59,558 shares |
| LPL Financial LLC | Fort Mill, SC | $2.9M | 70,077 | −1,550 shares |
| Apollon Wealth Management, LLC | Mount Pleasant, SC | $2.9M | 69,381 | +13,879 shares |
| Pacific Financial Group Inc. | Nashville, TN | $2.2M | 53,268 | −407 shares |
| Stifel Financial Corp. | St. Louis, MO | $863K | 20,645 | No change |
| Fifth Third Bancorp | Cincinnati, OH | $680K | 16,264 | No change |
| Nuveen, LLC | Charlotte, NC | $467K | 11,181 | New position |
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 OVLH?
24 institutional managers reported holding OVLH in Form 13F filings for June 30, 2026, worth $95.1M in total. The largest reported position was held by Bison Wealth, LLC, at $46.0M.
Did institutions buy or sell OVLH last quarter?
Reported 13F value rose 12.7% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 5 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 OVLH 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.