Who Owns OVLH?
Overlay Shares Hedged Large Cap Equity ETF — Institutional Ownership & 13F Holdings
$40.53
+0.00 (+0.00%)
Market Cap
$79.2M
Shares Outstanding
2,039,060
Institutional Holders
15
Total Inst. Value
$38.4M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
2
Closed Positions
4
Increased
4
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bison Wealth, LLC | $33.3M | 981,204 |
| 2 | Holcombe Financial, Inc. | $1.8M | 55,027 |
| 3 | Orion Portfolio Solutions, LLC | $715K | 20,955 |
| 4 | Consolidated Portfolio Review Corp | $536K | 16,129 |
| 5 | JANE STREET GROUP, LLCNew | $531K | 15,996 |
| 6 | PKS Advisory Services, LLC | $379K | 11,427 |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $365K | 10,992 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $334K | 10,051 |
| 9 | RAYMOND JAMES FINANCIAL INC | $295K | 8,871 |
| 10 | REAP Financial Group, LLC | $161K | 4,840 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Bison Wealth, LLC | +373K | $33.3M |
| Consolidated Portfolio Review Corp | +666 | $536K |
| JANE STREET GROUP, LLCNew | +16K | $531K |
| PKS Advisory Services, LLC | +401 | $379K |
| RAYMOND JAMES FINANCIAL INC | +2K | $295K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JPMORGAN CHASE & CO | -27K | $0 |
| Holcombe Financial, Inc. | -10K | $1.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -8K | $334K |
| MERCER GLOBAL ADVISORS INC /ADV | -1K | $365K |
| REAP Financial Group, LLC | -720 | $161K |
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Frequently Asked Questions
How many institutional investors hold OVLH?
As of Q1 2025, 15 institutional investors report holding OVLH (Overlay Shares Hedged Large Cap Equity ETF) in their 13F filings.
Which hedge fund owns the most OVLH?
The largest institutional holder of OVLH is Bison Wealth, LLC with $33.3M in shares.
Are institutions buying or selling OVLH?
This quarter, 2 institutions opened new positions in OVLH 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.