Who Owns OVS?
Overlay Shares Small Cap Equity ETF — Institutional Ownership & 13F Holdings
$41.03
+0.98 (+2.45%)
Market Cap
$18.8M
Shares Outstanding
502,728
Institutional Holders
6
Total Inst. Value
$9.1M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
3
Closed Positions
3
Increased
2
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Bison Wealth, LLC | $7.1M | 233,107 |
| 2 | Johnson & White Wealth Management, LLCNew | $1.4M | 45,821 |
| 3 | OLD MISSION CAPITAL LLCNew | $434K | 13,863 |
| 4 | OSAIC HOLDINGS, INC.New | $65K | 2,064 |
| 5 | AE Wealth Management LLC | $15K | 466 |
| 6 | UBS Group AG | $3K | 111 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Bison Wealth, LLC | +124K | $7.1M |
| Johnson & White Wealth Management, LLCNew | +46K | $1.4M |
| OLD MISSION CAPITAL LLCNew | +14K | $434K |
| OSAIC HOLDINGS, INC.New | +2K | $65K |
| UBS Group AG | +30 | $3K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold OVS?
As of Q1 2025, 6 institutional investors report holding OVS (Overlay Shares Small Cap Equity ETF) in their 13F filings.
Which hedge fund owns the most OVS?
The largest institutional holder of OVS is Bison Wealth, LLC with $7.1M in shares.
Are institutions buying or selling OVS?
This quarter, 3 institutions opened new positions in OVS 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.