Who Owns Overlay Shares Small Cap Equity ETF (OVS)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$1612.4T
% of Float Held
—
QoQ Change in Holders
+2 / -2
Price History
OVS — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| AE Wealth Management LLC | New Position | +466 | +$16K |
| EVOLUTION WEALTH MANAGEMENT INC. | New Position | +191 | +$6K |
| UBS Group AG | Increased | +50 | +$-1.8M |
| OSAIC HOLDINGS, INC. | Increased | +36 | +$-52.7M |
OVS — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Bison Wealth, LLC | Closed Position | -336K | -$11.8B |
| Johnson & White Wealth Management, LLC | Decreased | -341 | -$1.6B |
| OLD MISSION CAPITAL LLC | Decreased | -992 | -$428.3M |
| WOLVERINE TRADING, LLC | Closed Position | -11K | -$402.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Johnson & White Wealth Management, LLC | 45,211 | $1.6M | 0.70% | Share |
| 2 | OLD MISSION CAPITAL LLC | 11,028 | $393K | 0.01% | Share |
| 3 | AE Wealth Management LLC | 466 | $16K | 0.00% | Share |
| 4 | EVOLUTION WEALTH MANAGEMENT INC. | 191 | $6K | 0.00% | Share |
| 5 | UBS Group AG | 100 | $3K | 0.00% | Share |
| 6 | OSAIC HOLDINGS, INC. | 324 | $0 | 0.00% | Share |
| 7 | OSAIC HOLDINGS, INC. | 1,195 | $0 | 0.00% | Share |
OVS Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 6 | $2.0M | +0 |
| Q3 2025 | 6 | $14.3B | +1 |
| Q2 2025 | 5 | $9.5B | -1 |
| Q1 2025 | 6 | $7.6B | +0 |
| Q4 2024 | 6 | $6.8B | +2 |
| Q3 2024 | 4 | $357.9B | +0 |
| Q2 2024 | 4 | $831.5B | +0 |
| Q1 2024 | 4 | $588.3B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold OVS (Overlay Shares Small Cap Equity ETF). The largest holder is Johnson & White Wealth Management, LLC with $1.6M in shares. This quarter, 2 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own OVS?
As of Q4 2025, 7 institutional investors report holding OVS (Overlay Shares Small Cap Equity ETF) in their 13F filings.
Who is the largest institutional holder of OVS?
The largest institutional holder of OVS is Johnson & White Wealth Management, LLC with $1.6M in shares.
Is institutional ownership of OVS increasing or decreasing?
This quarter, 2 institutions opened new positions in OVS and 2 closed their positions.