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