Who Owns OVM?
Overlay Shares Municipal Bond ETF — Institutional Ownership & 13F Holdings
$21.79
-0.01 (-0.06%)
Market Cap
$33.6M
Shares Outstanding
1,615,819
Institutional Holders
9
Total Inst. Value
$19.6M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
3
Closed Positions
3
Increased
4
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bison Wealth, LLC | $17.3M | 812,289 |
| 2 | IFP Advisors, Inc | $1.3M | 59,908 |
| 3 | GTS SECURITIES LLCNew | $389K | 18,252 |
| 4 | STEPHEN J. GARRY & ASSOCIATES, LLCNew | $271K | 12,700 |
| 5 | ENVESTNET ASSET MANAGEMENT INCNew | $207K | 9,693 |
| 6 | OSAIC HOLDINGS, INC. | $77K | 3,591 |
| 7 | UBS Group AG | $55K | 2,556 |
| 8 | Farther Finance Advisors, LLC | $34K | 1,577 |
| 9 | MORGAN STANLEY | $0 | 2 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Bison Wealth, LLC | +161K | $17.3M |
| GTS SECURITIES LLCNew | +18K | $389K |
| STEPHEN J. GARRY & ASSOCIATES, LLCNew | +13K | $271K |
| ENVESTNET ASSET MANAGEMENT INCNew | +10K | $207K |
| OSAIC HOLDINGS, INC. | +2K | $77K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| IFP Advisors, Inc | -494 | $1.3M |
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Frequently Asked Questions
How many institutional investors hold OVM?
As of Q1 2025, 9 institutional investors report holding OVM (Overlay Shares Municipal Bond ETF) in their 13F filings.
Which hedge fund owns the most OVM?
The largest institutional holder of OVM is Bison Wealth, LLC with $17.3M in shares.
Are institutions buying or selling OVM?
This quarter, 3 institutions opened new positions in OVM and 3 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.