Who Owns Overlay Shares Municipal Bond ETF (OVM)?Hedge Fund & Institutional Holders
Institutional Holders
12
as of Q4 2025
Total Institutional Value
$100060321310.1T
% of Float Held
—
QoQ Change in Holders
+5 / -1
Price History
OVM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Beacon Capital Management, LLC | New Position | +28K | +$603K |
| EVOLUTION WEALTH MANAGEMENT INC. | New Position | +491 | +$10K |
| Cetera Investment Advisers | New Position | +10K | +$0 |
| Kestra Advisory Services, LLC | New Position | +944 | +$0 |
| MML INVESTORS SERVICES, LLC | New Position | +11K | +$0 |
| IFP Advisors, Inc | Increased | +96 | +$-1.1B |
OVM — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Bison Wealth, LLC | Closed Position | -961K | -$20.7B |
| OLD MISSION CAPITAL LLC | Decreased | -4K | -$302.6M |
| OSAIC HOLDINGS, INC. | Decreased | -1K | -$76.9M |
| MORGAN STANLEY | Decreased | -1K | -$25.2M |
| UBS Group AG | Decreased | -703 | -$18.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IFP Advisors, Inc | 51,468 | $1.0M | 0.02% | Share |
| 2 | Beacon Capital Management, LLC | 28,120 | $603K | 0.09% | Share |
| 3 | OLD MISSION CAPITAL LLC | 9,930 | $213K | 0.00% | Share |
| 4 | EVOLUTION WEALTH MANAGEMENT INC. | 491 | $10K | 0.01% | Share |
| 5 | Sound Income Strategies, LLC | 502 | $10K | 0.00% | Share |
| 6 | UBS Group AG | 174 | $3K | 0.00% | Share |
| 7 | OSAIC HOLDINGS, INC. | 1,453 | $0 | 0.00% | Share |
| 8 | Kestra Advisory Services, LLC | 944 | $0 | 0.00% | Share |
| 9 | MML INVESTORS SERVICES, LLC | 11,145 | $0 | 0.00% | Share |
| 10 | OSAIC HOLDINGS, INC. | 906 | $0 | 0.00% | Share |
| 11 | Cetera Investment Advisers | 9,699 | $0 | 0.00% | Share |
| 12 | MORGAN STANLEY | 2 | $0 | 0.00% | Share |
OVM Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 11 | $1.8M | +4 |
| Q3 2025 | 7 | $22.3B | -1 |
| Q2 2025 | 8 | $19.9B | -1 |
| Q1 2025 | 9 | $19.6B | -1 |
| Q4 2024 | 10 | $19.2B | +5 |
| Q3 2024 | 5 | $101.6B | -3 |
| Q2 2024 | 8 | $2.5T | +3 |
| Q1 2024 | 5 | $609.6B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 12 institutional investors hold OVM (Overlay Shares Municipal Bond ETF). The largest holder is IFP Advisors, Inc with $1.0M in shares. This quarter, 5 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own OVM?
As of Q4 2025, 12 institutional investors report holding OVM (Overlay Shares Municipal Bond ETF) in their 13F filings.
Who is the largest institutional holder of OVM?
The largest institutional holder of OVM is IFP Advisors, Inc with $1.0M in shares.
Is institutional ownership of OVM increasing or decreasing?
This quarter, 5 institutions opened new positions in OVM and 1 closed their positions.