Who Owns OVB?
Overlay Shares Core Bond ETF — Institutional Ownership & 13F Holdings
$20.60
+0.09 (+0.44%)
Market Cap
$33.9M
Shares Outstanding
1,632,533
Institutional Holders
12
Total Inst. Value
$35.9M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
2
Closed Positions
3
Increased
3
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bison Wealth, LLC | $21.6M | 1,056,380 |
| 2 | HighTower Advisors, LLC | $10.8M | 525,631 |
| 3 | IFP Advisors, Inc | $1.8M | 85,704 |
| 4 | Sandy Spring Bank | $539K | 26,296 |
| 5 | GTS SECURITIES LLCNew | $422K | 20,603 |
| 6 | REAP Financial Group, LLC | $399K | 19,483 |
| 7 | Orion Portfolio Solutions, LLC | $374K | 18,502 |
| 8 | OSAIC HOLDINGS, INC.New | $43K | 2,093 |
| 9 | MORGAN STANLEY | $8K | 401 |
| 10 | Cape Investment Advisory, Inc. | $7K | 350 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Bison Wealth, LLC | +169K | $21.6M |
| HighTower Advisors, LLC | +45K | $10.8M |
| IFP Advisors, Inc | +9K | $1.8M |
| GTS SECURITIES LLCNew | +21K | $422K |
| OSAIC HOLDINGS, INC.New | +2K | $43K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| REAP Financial Group, LLC | -1K | $399K |
| UBS Group AG | -858 | $7K |
| Sandy Spring Bank | -1 | $539K |
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Frequently Asked Questions
How many institutional investors hold OVB?
As of Q1 2025, 12 institutional investors report holding OVB (Overlay Shares Core Bond ETF) in their 13F filings.
Which hedge fund owns the most OVB?
The largest institutional holder of OVB is Bison Wealth, LLC with $21.6M in shares.
Are institutions buying or selling OVB?
This quarter, 2 institutions opened new positions in OVB and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.