Who Owns OVL?
Overlay Shares Large Cap Equity ETF — Institutional Ownership & 13F Holdings
$55.27
+0.52 (+0.95%)
Market Cap
$177.5M
Shares Outstanding
3,019,879
Institutional Holders
37
Total Inst. Value
$164.5M
% of Float Held
—
QoQ Holder Change
+18
Institutional data as of Q1 2025
New Positions
12
Closed Positions
6
Increased
6
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bison Wealth, LLC | $66.3M | 1,527,424 |
| 2 | COUNTRY TRUST BANK | $63.4M | 1,359,906 |
| 3 | RAYMOND JAMES FINANCIAL INC | $8.8M | 199,928 |
| 4 | Legacy Private Trust Co. | $6.7M | 153,707 |
| 5 | JPMORGAN CHASE & CO | $4.3M | 97,380 |
| 6 | ROYAL BANK OF CANADA | $3.3M | 75,777 |
| 7 | Janney Montgomery Scott LLCNew | $1.6M | 37,408 |
| 8 | Johnson & White Wealth Management, LLCNew | $1.6M | 35,837 |
| 9 | Private Advisor Group, LLC | $1.4M | 32,682 |
| 10 | Smartleaf Asset Management LLC | $1.4M | 32,536 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Bison Wealth, LLC | +1.2M | $66.3M |
| Legacy Private Trust Co. | +36K | $6.7M |
| JPMORGAN CHASE & CO | +63K | $4.3M |
| Janney Montgomery Scott LLCNew | +37K | $1.6M |
| Johnson & White Wealth Management, LLCNew | +36K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -11K | $8.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -11K | $276K |
| ROYAL BANK OF CANADA | -4K | $3.3M |
| ENVESTNET ASSET MANAGEMENT INC | -4K | $14K |
| REAP Financial Group, LLC | -2K | $541K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold OVL?
As of Q1 2025, 37 institutional investors report holding OVL (Overlay Shares Large Cap Equity ETF) in their 13F filings.
Which hedge fund owns the most OVL?
The largest institutional holder of OVL is Bison Wealth, LLC with $66.3M in shares.
Are institutions buying or selling OVL?
This quarter, 12 institutions opened new positions in OVL and 6 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.