Who Owns Overlay Shares Hedged Large Cap Equity ETF (OVLH)?Hedge Fund & Institutional Holders

$38.70+0.21 (+0.55%)Financial ServicesBATS

Institutional Holders

24

as of Q4 2025

Total Institutional Value

$1.2866000500000028e+78T

% of Float Held

—

QoQ Change in Holders

+11 / -4

Price History

$31.98$33.98$35.98$37.98$39.98Sep 24Jun 25Mar 26

OVLH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Holcombe Financial, Inc.New Position+327K+$12.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+151K+$5.0B
PACIFIC FINANCIAL GROUP INCIncreased+27K+$1.1B
CLG LLCNew Position+7K+$261.0M
REAP Financial Group, LLCNew Position+5K+$177.0M
CoreCap Advisors, LLCNew Position+3K+$118.0M
Delta Investment Management, LLCNew Position+306K+$12.1M
UBS Group AGNew Position+171+$6.0M
PKS Advisory Services, LLCIncreased+34+$5.0M
Apollon Wealth Management, LLCNew Position+54K+$2.1M
EVOLUTION WEALTH MANAGEMENT INC.New Position+1K+$48K
AE Wealth Management LLCNew Position+1+$0
STIFEL FINANCIAL CORPNew Position+21K+$0
Luminist Capital LLCIncreased+1+$-14.3M
Orion Porfolio Solutions, LLCIncreased+25+$-395.8M

OVLH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Bison Wealth, LLCClosed Position-1.2M-$45.7B
Consolidated Portfolio Review CorpClosed Position-36K-$1.4B
COMERICA BANKDecreased-16K-$628.5M
GTS SECURITIES LLCClosed Position-13K-$491.7M
MERCER GLOBAL ADVISORS INC /ADVDecreased-2K-$363.4M
IFP Advisors, IncDecreased-3K-$323.9M
OLD MISSION CAPITAL LLCDecreased-3K-$125.9M
MAI Capital ManagementClosed Position-35-$1.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Holcombe Financial, Inc.326,654$12.9B8.08%Share
2COMMONWEALTH EQUITY SERVICES, LLC151,124$5.0B6.67%Share
3PACIFIC FINANCIAL GROUP INC73,995$2.9B1.62%Share
4COMERICA BANK16,264$640.0M2.55%Share
5PKS Advisory Services, LLC11,366$447.0M0.10%Share
6CLG LLC6,636$261.0M0.06%Share
7OLD MISSION CAPITAL LLC6,558$258.0M0.01%Share
8REAP Financial Group, LLC4,511$177.0M0.04%Share
9CoreCap Advisors, LLC3,021$118.0M0.00%Share
10Delta Investment Management, LLC305,972$12.1M2.09%Share
11UBS Group AG171$6.0M0.00%Share
12Apollon Wealth Management, LLC53,787$2.1M0.04%Share
13LPL Financial LLC55,565$2.0M0.00%Share
14EVOLUTION WEALTH MANAGEMENT INC.1,219$48K0.04%Share
15Luminist Capital LLC367$14K0.02%Share
16Orion Porfolio Solutions, LLC10,174$00.00%Share
17AE Wealth Management LLC1$00.00%Share
18MORGAN STANLEY1$00.00%Share
19MORGAN STANLEY385$00.00%Share
20OSAIC HOLDINGS, INC.314$00.00%Share
21IFP Advisors, Inc5,159$00.00%Share
22RAYMOND JAMES FINANCIAL INC8,871$00.00%Share
23MERCER GLOBAL ADVISORS INC /ADV7,492$00.00%Share
24STIFEL FINANCIAL CORP20,645$00.00%Share

OVLH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202523$22.7B+7
Q3 202516$53.5B-1
Q2 202517$63.1B+2
Q1 202515$39.5B-2
Q4 202417$32.3B+8
Q3 20249$398.7B+0
Q2 20249$225.6B+0
Q1 20249$717.6B—

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As of Q4 2025, 24 institutional investors hold OVLH (Overlay Shares Hedged Large Cap Equity ETF). The largest holder is Holcombe Financial, Inc. with $12.9B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own OVLH?

As of Q4 2025, 24 institutional investors report holding OVLH (Overlay Shares Hedged Large Cap Equity ETF) in their 13F filings.

Who is the largest institutional holder of OVLH?

The largest institutional holder of OVLH is Holcombe Financial, Inc. with $12.9B in shares.

Is institutional ownership of OVLH increasing or decreasing?

This quarter, 11 institutions opened new positions in OVLH and 4 closed their positions.