OVERLAY SHRS HDG LRG CAP EQY (OVLH) Institutional Ownership Changes & 13F Activity
OVERLAY SHRS HDG LRG CAP EQY (OVLH). 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 Commonwealth Equity Services, Llc, Bison Wealth, Llc, Apollon Wealth Management, Llc, Delta Investment Management, Llc, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | Sell | -5 | -0.1% | 6,939 | $289.89K | Q2 2026 | Aug 19, 2026 |
| Wells Fargo & Company/Mn | Buy | +5,795 | — | 5,795 | $242.12K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -161 | -19.4% | 668 | $28.00K | Q2 2026 | Aug 14, 2026 |
| Delta Investment Management, Llc | Buy | +13,733 | +5.0% | 285,957 | $11.95M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -823 | -72.1% | 319 | $13.33K | Q2 2026 | Aug 13, 2026 |
| Pacific Financial Group Inc | Sell | -407 | -0.8% | 53,268 | $2.23M | Q2 2026 | Aug 13, 2026 |
| Nuveen, Llc | Buy | +11,181 | — | 11,181 | $467.14K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Sell | -1,550 | -2.2% | 70,077 | $2.93M | Q2 2026 | Aug 07, 2026 |
| Luminist Capital Llc | Buy | +1,306 | — | 1,306 | $52.73K | Q2 2026 | Aug 07, 2026 |
| Pks Advisory Services, Llc | Buy | +10,924 | — | 10,924 | $456.43K | Q2 2026 | Aug 04, 2026 |
| Reap Financial Group, Llc | Sell | -1,177 | -30.5% | 2,679 | $111.94K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -41 | -0.7% | 5,981 | $249.90K | Q2 2026 | Aug 03, 2026 |
| Oasis Advisors, Llc | Buy | +8,556 | — | 8,556 | $357.45K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +59,558 | +33.9% | 235,472 | $9.84M | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, Llc | Buy | +13,879 | +25.0% | 69,381 | $2.90M | Q2 2026 | Jul 23, 2026 |
| Ifp Advisors, Inc | Buy | +60 | +2.3% | 2,679 | $111.93K | Q2 2026 | Jul 20, 2026 |
| Holcombe Financial, Inc. | Buy | +4,056 | +1.2% | 354,916 | $14.83M | Q2 2026 | Jul 13, 2026 |
| Bison Wealth, Llc | Buy | +54,706 | +5.2% | 1,097,349 | $46.01M | Q2 2026 | Jul 07, 2026 |
| Corecap Advisors, Llc | Buy | +1,055 | +79.9% | 2,376 | $99.27K | Q2 2026 | Jul 06, 2026 |
| Susquehanna International Group, Llp | Sell | -12,801 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Clg Llc | Sell | -6,636 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Sell | -1 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -7,411 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Gen-Wealth Partners Inc | Sell | -120 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Ubs Group Ag | Sell | -33 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about OVLH activity
Which institutional owners are buying OVLH?
Institutional owners buying OVLH 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 OVLH activity?
"Buy" means an investor increased their reported position in OVLH compared to the prior reporting period. This reflects growing exposure to OVERLAY SHRS HDG LRG CAP EQY (OVLH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OVLH increasing?
Institutional interest in OVLH 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.