Who Owns OVT?
Overlay Shares Short Term Bond ETF — Institutional Ownership & 13F Holdings
$21.99
+0.05 (+0.23%)
Market Cap
$56.6M
Shares Outstanding
2,619,202
Institutional Holders
13
Total Inst. Value
$45.6M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
6
Closed Positions
4
Increased
0
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bison Wealth, LLC | $29.9M | 1,361,399 |
| 2 | Holcombe Financial, Inc. | $10.6M | 482,368 |
| 3 | Virtu Financial LLCNew | $2.6M | 117,202 |
| 4 | JANE STREET GROUP, LLCNew | $1.0M | 46,359 |
| 5 | BlueChip Wealth Advisors LLCNew | $335K | 15,191 |
| 6 | Orion Portfolio Solutions, LLC | $327K | 14,911 |
| 7 | GTS SECURITIES LLCNew | $297K | 13,477 |
| 8 | Sandy Spring Bank | $172K | 7,814 |
| 9 | REAP Financial Group, LLC | $145K | 6,562 |
| 10 | UBS Group AGNew | $66K | 3,002 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Virtu Financial LLCNew | +117K | $2.6M |
| JANE STREET GROUP, LLCNew | +46K | $1.0M |
| BlueChip Wealth Advisors LLCNew | +15K | $335K |
| GTS SECURITIES LLCNew | +13K | $297K |
| UBS Group AGNew | +3K | $66K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Bison Wealth, LLC | -320K | $29.9M |
| JPMORGAN CHASE & CO | -64K | $0 |
| Holcombe Financial, Inc. | -17K | $10.6M |
| REAP Financial Group, LLC | -9K | $145K |
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Frequently Asked Questions
How many institutional investors hold OVT?
As of Q1 2025, 13 institutional investors report holding OVT (Overlay Shares Short Term Bond ETF) in their 13F filings.
Which hedge fund owns the most OVT?
The largest institutional holder of OVT is Bison Wealth, LLC with $29.9M in shares.
Are institutions buying or selling OVT?
This quarter, 6 institutions opened new positions in OVT and 4 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.