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

$51.85-0.31 (-0.60%)Financial ServicesBATS

Institutional Holders

37

as of QNaN NaN

Total Institutional Value

$172.5T

% of Float Held

QoQ Change in Holders

+37 / -0

Price History

$38.17$42.27$46.37$50.46$54.56Sep 24Jun 25Mar 26

OVL — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
Bison Wealth, LLCNew1.5M$66.3T6.19%
COUNTRY TRUST BANKNew1.4M$63.4T1.60%
ENVESTNET ASSET MANAGEMENT INCNew309K$13.5T4.36%
RAYMOND JAMES FINANCIAL INCNew200K$8.8T3.30%
Legacy Private Trust Co.New154K$6.7T0.46%
ROYAL BANK OF CANADANew76K$3.3T0.69%
Orion Portfolio Solutions, LLCNew62K$2.9T28.93%
Private Advisor Group, LLCNew33K$1.4T8.66%
Smartleaf Asset Management LLCNew33K$1.4T0.14%
Hilltop Holdings Inc.New14K$620.6B0.04%
REAP Financial Group, LLCNew12K$541.4B0.13%
QTR Family Wealth, LLCNew11K$465.6B0.35%
OLD MISSION CAPITAL LLCNew9K$401.6B5.29%
OSAIC HOLDINGS, INC.New9K$376.9B0.84%
WOLVERINE TRADING, LLCNew8K$327.0B0.38%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1Bison Wealth, LLC1,527,424$66.3T6.19%New
2COUNTRY TRUST BANK1,359,906$63.4T1.60%New
3ENVESTNET ASSET MANAGEMENT INC309,130$13.5T4.36%New
4RAYMOND JAMES FINANCIAL INC199,928$8.8T3.30%New
5Legacy Private Trust Co.153,707$6.7T0.46%New
6ROYAL BANK OF CANADA75,777$3.3T0.69%New
7Orion Portfolio Solutions, LLC62,220$2.9T28.93%New
8Private Advisor Group, LLC32,682$1.4T8.66%New
9Smartleaf Asset Management LLC32,536$1.4T0.14%New
10Hilltop Holdings Inc.14,173$620.6B0.04%New
11REAP Financial Group, LLC12,363$541.4B0.13%New
12QTR Family Wealth, LLC10,633$465.6B0.35%New
13OLD MISSION CAPITAL LLC9,172$401.6B5.29%New
14OSAIC HOLDINGS, INC.8,606$376.9B0.84%New
15WOLVERINE TRADING, LLC7,525$327.0B0.38%New
16RiverFront Investment Group, LLC6,353$278.2B0.01%New
17SUSQUEHANNA INTERNATIONAL GROUP, LLP6,302$276.0B0.05%New
18CITADEL ADVISORS LLC6,169$270.1B0.05%New
19GM Advisory Group, LLC5,104$223.5B0.01%New
20Sandy Spring Bank3,777$165.4B0.01%New
21COMERICA BANK3,763$164.8B0.69%New
22IFP Advisors, Inc3,667$160.6B0.01%New
23AE Wealth Management LLC2,490$109.0B0.92%New
24Beaird Harris Wealth Management, LLC2,219$97.2B0.01%New
25MORGAN STANLEY2,057$90.0B0.01%New
26CoreCap Advisors, LLC1,502$65.8B0.00%New
27UBS Group AG768$33.6B0.01%New
28Noble Wealth Management PBC469$20.5B0.01%New
29Luminist Capital LLC384$16.9B0.02%New
30HUNTINGTON NATIONAL BANK185$8.1B0.06%New
31JPMORGAN CHASE & CO97,380$4.3B0.00%New
32Janney Montgomery Scott LLC37,408$1.6B0.00%New
33Johnson & White Wealth Management, LLC35,837$1.6B0.88%New
34NBC SECURITIES, INC.13,291$582.0M0.05%New
35Waterloo Capital, L.P.9,593$420.0M0.00%New
36Fiduciary Alliance LLC8,394$367.0M0.00%New
37BESSEMER GROUP INC75$3.0M0.00%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 37 institutional investors hold OVL (Overlay Shares Large Cap Equity ETF). The largest holder is Bison Wealth, LLC with $66.3T in shares. This quarter, 37 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own OVL?

As of QNaN NaN, 37 institutional investors report holding OVL (Overlay Shares Large Cap Equity ETF) in their 13F filings.

Who is the largest institutional holder of OVL?

The largest institutional holder of OVL is Bison Wealth, LLC with $66.3T in shares.

Is institutional ownership of OVL increasing or decreasing?

This quarter, 37 institutions opened new positions in OVL and 0 closed their positions.