Who Owns OVF?
Overlay Shares Foreign Equity ETF — Institutional Ownership & 13F Holdings
$31.18
+0.65 (+2.13%)
Market Cap
$33.8M
Shares Outstanding
1,059,454
Institutional Holders
6
Total Inst. Value
$11.4M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
2
Closed Positions
3
Increased
1
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bison Wealth, LLC | $7.4M | 295,521 |
| 2 | Johnson & White Wealth Management, LLCNew | $3.2M | 130,826 |
| 3 | GTS SECURITIES LLC | $469K | 18,997 |
| 4 | Orion Portfolio Solutions, LLC | $246K | 10,470 |
| 5 | OSAIC HOLDINGS, INC.New | $68K | 2,745 |
| 6 | UBS Group AG | $21K | 850 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Bison Wealth, LLC | +111K | $7.4M |
| Johnson & White Wealth Management, LLCNew | +131K | $3.2M |
| OSAIC HOLDINGS, INC.New | +3K | $68K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GTS SECURITIES LLC | -7K | $469K |
| UBS Group AG | -34 | $21K |
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Frequently Asked Questions
How many institutional investors hold OVF?
As of Q1 2025, 6 institutional investors report holding OVF (Overlay Shares Foreign Equity ETF) in their 13F filings.
Which hedge fund owns the most OVF?
The largest institutional holder of OVF is Bison Wealth, LLC with $7.4M in shares.
Are institutions buying or selling OVF?
This quarter, 2 institutions opened new positions in OVF 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.