OVERLAY SHARES CORE BOND ETF (OVB) Institutional Ownership and Insiders Activity
OVERLAY SHARES CORE BOND ETF (OVB) is widely held by institutional investors, with 13 firms reporting positions valued at approximately $40.20M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Bison Wealth, Llc is the largest disclosed holder, reporting approximately $22.67M in OVB holdings in its latest filing.
Institutional ownership remains highly concentrated, with Bison Wealth, Llc representing the majority of disclosed value.
Institutional Holders
13
Total Reported Value
$40.20M
Largest Holder
Bison Wealth, Llc
Largest Position
$22.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
3
Funds Exiting Positions
5
Top Institutional Owners
View allInvestorReported Balance