Who Owns Overlay Shares Core Bond ETF (OVB)?Hedge Fund & Institutional Holders
Institutional Holders
13
as of Q4 2025
Total Institutional Value
$2.0000003900003003e+27T
% of Float Held
—
QoQ Change in Holders
+5 / -3
Price History
OVB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| REAP Financial Group, LLC | New Position | +19K | +$390.0M |
| EVOLUTION WEALTH MANAGEMENT INC. | New Position | +120K | +$2.5M |
| Ethos Capital Management, Inc. | New Position | +91K | +$1.9M |
| Atlantic Union Bankshares Corp | New Position | +20K | +$406K |
| AE Wealth Management LLC | New Position | +8 | +$0 |
| Luminist Capital LLC | Increased | +18K | +$-19.3M |
| OSAIC HOLDINGS, INC. | Increased | +202 | +$-43.5M |
| IFP Advisors, Inc | Increased | +2 | +$-87.2M |
OVB — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Bison Wealth, LLC | Closed Position | -950K | -$19.7B |
| JANE STREET GROUP, LLC | Closed Position | -29K | -$603.3M |
| UBS Group AG | Decreased | -18K | -$379.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -14K | -$330.8M |
| Orion Porfolio Solutions, LLC | Decreased | -2K | -$284.1M |
| MORGAN STANLEY | Closed Position | -400 | -$8K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 98,317 | $2.0B | 0.00% | Share |
| 2 | REAP Financial Group, LLC | 19,020 | $390.0M | 0.08% | Share |
| 3 | UBS Group AG | 174 | $3.0M | 0.00% | Share |
| 4 | EVOLUTION WEALTH MANAGEMENT INC. | 119,920 | $2.5M | 2.04% | Share |
| 5 | Ethos Capital Management, Inc. | 91,422 | $1.9M | 1.77% | Share |
| 6 | Atlantic Union Bankshares Corp | 19,836 | $406K | 0.01% | Share |
| 7 | Luminist Capital LLC | 18,655 | $382K | 0.47% | Share |
| 8 | Orion Porfolio Solutions, LLC | 11,145 | $0 | 0.00% | Share |
| 9 | AE Wealth Management LLC | 8 | $0 | 0.00% | Share |
| 10 | OSAIC HOLDINGS, INC. | 1,783 | $0 | 0.00% | Share |
| 11 | OSAIC HOLDINGS, INC. | 512 | $0 | 0.00% | Share |
| 12 | IFP Advisors, Inc | 4,187 | $0 | 0.00% | Share |
| 13 | RAYMOND JAMES FINANCIAL INC | 12,523 | $0 | 0.00% | Share |
OVB Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $2.4B | +2 |
| Q3 2025 | 10 | $23.7B | -5 |
| Q2 2025 | 15 | $39.3B | +3 |
| Q1 2025 | 12 | $35.9B | -1 |
| Q4 2024 | 13 | $43.1B | +6 |
| Q3 2024 | 7 | $526.4B | -1 |
| Q2 2024 | 8 | $12.7B | -1 |
| Q1 2024 | 9 | $268.9T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 13 institutional investors hold OVB (Overlay Shares Core Bond ETF). The largest holder is SUSQUEHANNA INTERNATIONAL GROUP, LLP with $2.0B in shares. This quarter, 5 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own OVB?
As of Q4 2025, 13 institutional investors report holding OVB (Overlay Shares Core Bond ETF) in their 13F filings.
Who is the largest institutional holder of OVB?
The largest institutional holder of OVB is SUSQUEHANNA INTERNATIONAL GROUP, LLP with $2.0B in shares.
Is institutional ownership of OVB increasing or decreasing?
This quarter, 5 institutions opened new positions in OVB and 3 closed their positions.