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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Equitable Holdings, Inc.Buy+17,996+135.3%31,300$1.77MQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+47,435+26.6%225,933$12.79MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+15,17715,177$859.17KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+11,307+16.9%78,400$4.44MQ2 2026Aug 14, 2026
Shelton Capital ManagementBuy+6,738+24.8%33,869$1.92MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+5,8825,882$329.72KQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-2,156-14.5%12,686$718.15KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-102-1.3%7,512$425.32KQ2 2026Aug 14, 2026
Mariner, LlcBuy+8,9568,956$507.00KQ2 2026Aug 13, 2026
Hilltop Holdings Inc.Buy+3,5443,544$200.62KQ2 2026Aug 13, 2026
Morgan StanleySell-85-4.7%1,715$97.09KQ2 2026Aug 13, 2026
Silver Grove Financial Group, Inc.Buy+1313$736.00Q2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+87,17087,170$4.89MQ2 2026Aug 12, 2026
Stonex Group Inc.Buy+3,5823,582$202.78KQ2 2026Aug 12, 2026
Bank Of MontrealBuy+730730$41.33KQ2 2026Aug 12, 2026
Nuveen, LlcBuy+14,69614,696$831.94KQ2 2026Aug 11, 2026
Atlantic Union Bankshares CorpSell-183-4.8%3,600$203.79KQ2 2026Aug 11, 2026
Nicolet Bankshares IncBuy+114+1.6%7,314$414.05KQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+12,45012,450$704.79KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+58,213+417.3%72,164$4.09MQ2 2026Aug 07, 2026
Luminist Capital LlcBuy+2,724+32.6%11,076$606.81KQ2 2026Aug 07, 2026
Janney Montgomery Scott LlcBuy+11,661+31.6%48,551$2.75MQ2 2026Aug 05, 2026
Reap Financial Group, LlcSell-2,933-29.5%7,024$397.64KQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+20,537+7.3%303,398$17.18MQ2 2026Aug 03, 2026
True Link Financial Advisors, LlcBuy+4,7144,714$266.86KQ2 2026Jul 31, 2026
Cap Partners, LlcBuy+15,47815,478$876.21KQ2 2026Jul 30, 2026
Oasis Advisors, LlcBuy+10,14210,142$574.15KQ2 2026Jul 30, 2026
Waterloo Capital, L.P.Buy+2,277+29.2%10,087$571.04KQ2 2026Jul 29, 2026
Riverfront Investment Group, LlcBuy+490+7.5%7,067$400.06KQ2 2026Jul 29, 2026
Qtr Family Wealth, LlcSell-53-1.2%4,504$254.95KQ2 2026Jul 27, 2026
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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.