OVERLAY SHARES LARGE CAP EQ (OVL) Institutional Ownership Changes & 13F Activity
OVERLAY SHARES LARGE CAP EQ (OVL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Lpl Financial Llc, Raymond James Financial Inc, Envestnet Asset Management Inc, and Equitable Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Equitable Holdings, Inc. | Buy | +17,996 | +135.3% | 31,300 | $1.77M | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +47,435 | +26.6% | 225,933 | $12.79M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +15,177 | — | 15,177 | $859.17K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +11,307 | +16.9% | 78,400 | $4.44M | Q2 2026 | Aug 14, 2026 |
| Shelton Capital Management | Buy | +6,738 | +24.8% | 33,869 | $1.92M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +5,882 | — | 5,882 | $329.72K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -2,156 | -14.5% | 12,686 | $718.15K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -102 | -1.3% | 7,512 | $425.32K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +8,956 | — | 8,956 | $507.00K | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | Buy | +3,544 | — | 3,544 | $200.62K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -85 | -4.7% | 1,715 | $97.09K | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +13 | — | 13 | $736.00 | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +87,170 | — | 87,170 | $4.89M | Q2 2026 | Aug 12, 2026 |
| Stonex Group Inc. | Buy | +3,582 | — | 3,582 | $202.78K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +730 | — | 730 | $41.33K | Q2 2026 | Aug 12, 2026 |
| Nuveen, Llc | Buy | +14,696 | — | 14,696 | $831.94K | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | Sell | -183 | -4.8% | 3,600 | $203.79K | Q2 2026 | Aug 11, 2026 |
| Nicolet Bankshares Inc | Buy | +114 | +1.6% | 7,314 | $414.05K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +12,450 | — | 12,450 | $704.79K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +58,213 | +417.3% | 72,164 | $4.09M | Q2 2026 | Aug 07, 2026 |
| Luminist Capital Llc | Buy | +2,724 | +32.6% | 11,076 | $606.81K | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Buy | +11,661 | +31.6% | 48,551 | $2.75M | Q2 2026 | Aug 05, 2026 |
| Reap Financial Group, Llc | Sell | -2,933 | -29.5% | 7,024 | $397.64K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +20,537 | +7.3% | 303,398 | $17.18M | Q2 2026 | Aug 03, 2026 |
| True Link Financial Advisors, Llc | Buy | +4,714 | — | 4,714 | $266.86K | Q2 2026 | Jul 31, 2026 |
| Cap Partners, Llc | Buy | +15,478 | — | 15,478 | $876.21K | Q2 2026 | Jul 30, 2026 |
| Oasis Advisors, Llc | Buy | +10,142 | — | 10,142 | $574.15K | Q2 2026 | Jul 30, 2026 |
| Waterloo Capital, L.P. | Buy | +2,277 | +29.2% | 10,087 | $571.04K | Q2 2026 | Jul 29, 2026 |
| Riverfront Investment Group, Llc | Buy | +490 | +7.5% | 7,067 | $400.06K | Q2 2026 | Jul 29, 2026 |
| Qtr Family Wealth, Llc | Sell | -53 | -1.2% | 4,504 | $254.95K | Q2 2026 | Jul 27, 2026 |
Frequently asked questions about OVL activity
Which institutional owners are buying OVL?
Institutional owners buying OVL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OVL activity?
"Buy" means an investor increased their reported position in OVL compared to the prior reporting period. This reflects growing exposure to OVERLAY SHARES LARGE CAP EQ (OVL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OVL increasing?
Institutional interest in OVL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.