Who Owns Overlay Shares Short Term Bond ETF (OVT)?Hedge Fund & Institutional Holders
Institutional Holders
11
as of Q4 2025
Total Institutional Value
$1.1016000333000143e+25T
% of Float Held
—
QoQ Change in Holders
+7 / -3
Price History
OVT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Holcombe Financial, Inc. | New Position | +501K | +$11.0B |
| BlueChip Wealth Advisors LLC | New Position | +15K | +$333.0M |
| REAP Financial Group, LLC | New Position | +7K | +$145.0M |
| EVOLUTION WEALTH MANAGEMENT INC. | New Position | +16K | +$353K |
| Atlantic Union Bankshares Corp | New Position | +8K | +$179K |
| AE Wealth Management LLC | New Position | +2K | +$0 |
| STIFEL FINANCIAL CORP | New Position | +12K | +$0 |
OVT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Bison Wealth, LLC | Closed Position | -1.4M | -$32.1B |
| OLD MISSION CAPITAL LLC | Closed Position | -15K | -$329.5M |
| UBS Group AG | Decreased | -3K | -$69.1M |
| Virtu Financial LLC | Closed Position | -23K | -$511K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Holcombe Financial, Inc. | 501,083 | $11.0B | 6.92% | Share |
| 2 | BlueChip Wealth Advisors LLC | 15,191 | $333.0M | 0.14% | Share |
| 3 | REAP Financial Group, LLC | 6,635 | $145.0M | 0.03% | Share |
| 4 | UBS Group AG | 182 | $4.0M | 0.00% | Share |
| 5 | EVOLUTION WEALTH MANAGEMENT INC. | 16,074 | $353K | 0.29% | Share |
| 6 | Atlantic Union Bankshares Corp | 8,158 | $179K | 0.00% | Share |
| 7 | STIFEL FINANCIAL CORP | 11,864 | $0 | 0.00% | Share |
| 8 | AE Wealth Management LLC | 2,343 | $0 | 0.00% | Share |
| 9 | OSAIC HOLDINGS, INC. | 237 | $0 | 0.00% | Share |
| 10 | RAYMOND JAMES FINANCIAL INC | 15,573 | $0 | 0.00% | Share |
| 11 | AE Wealth Management LLC | 10 | $0 | 0.00% | Share |
OVT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $11.5B | +4 |
| Q3 2025 | 6 | $32.8B | -5 |
| Q2 2025 | 11 | $43.2B | -2 |
| Q1 2025 | 13 | $43.0B | +2 |
| Q4 2024 | 11 | $56.6B | +3 |
| Q3 2024 | 8 | $256.1B | +1 |
| Q2 2024 | 7 | $781.0B | -3 |
| Q1 2024 | 10 | $923.5B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 11 institutional investors hold OVT (Overlay Shares Short Term Bond ETF). The largest holder is Holcombe Financial, Inc. with $11.0B in shares. This quarter, 7 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own OVT?
As of Q4 2025, 11 institutional investors report holding OVT (Overlay Shares Short Term Bond ETF) in their 13F filings.
Who is the largest institutional holder of OVT?
The largest institutional holder of OVT is Holcombe Financial, Inc. with $11.0B in shares.
Is institutional ownership of OVT increasing or decreasing?
This quarter, 7 institutions opened new positions in OVT and 3 closed their positions.