Who Owns Overlay Shares Foreign Equity ETF (OVF)?Hedge Fund & Institutional Holders
Institutional Holders
6
as of Q4 2025
Total Institutional Value
$18000.4T
% of Float Held
—
QoQ Change in Holders
+2 / -2
Price History
OVF — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| UBS Group AG | New Position | +636 | +$18.0M |
| EVOLUTION WEALTH MANAGEMENT INC. | New Position | +484 | +$14K |
| OSAIC HOLDINGS, INC. | Increased | +119 | +$-64.7M |
| Orion Porfolio Solutions, LLC | Increased | +255 | +$-292.8M |
OVF — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Bison Wealth, LLC | Closed Position | -643K | -$18.8B |
| OLD MISSION CAPITAL LLC | Closed Position | -21K | -$596.5M |
| Johnson & White Wealth Management, LLC | Decreased | -2K | -$28K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBS Group AG | 636 | $18.0M | 0.00% | Share |
| 2 | Johnson & White Wealth Management, LLC | 121,465 | $3.6M | 1.55% | Share |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | 484 | $14K | 0.01% | Share |
| 4 | OSAIC HOLDINGS, INC. | 1,951 | $0 | 0.00% | Share |
| 5 | OSAIC HOLDINGS, INC. | 413 | $0 | 0.00% | Share |
| 6 | Orion Porfolio Solutions, LLC | 10,358 | $0 | 0.00% | Share |
OVF Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 5 | $21.6M | +0 |
| Q3 2025 | 5 | $19.8B | +1 |
| Q2 2025 | 4 | $13.8B | -2 |
| Q1 2025 | 6 | $8.2B | -1 |
| Q4 2024 | 7 | $8.1B | +4 |
| Q3 2024 | 3 | $138.7M | -1 |
| Q2 2024 | 4 | $223.7B | +0 |
| Q1 2024 | 4 | $589.7B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 6 institutional investors hold OVF (Overlay Shares Foreign Equity ETF). The largest holder is UBS Group AG with $18.0M in shares. This quarter, 2 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own OVF?
As of Q4 2025, 6 institutional investors report holding OVF (Overlay Shares Foreign Equity ETF) in their 13F filings.
Who is the largest institutional holder of OVF?
The largest institutional holder of OVF is UBS Group AG with $18.0M in shares.
Is institutional ownership of OVF increasing or decreasing?
This quarter, 2 institutions opened new positions in OVF and 2 closed their positions.