OVERLAY SHARES CORE BOND ETF (OVB) Institutional Ownership Changes & 13F Activity
OVERLAY SHARES CORE BOND ETF (OVB). 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 Bison Wealth, Llc, Citadel Advisors Llc, Susquehanna International Group, Llp, Evolution Wealth Management Inc., and Ethos Capital Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | Sell | -45,608 | -52.3% | 41,602 | $850.10K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +12,523 | +100.0% | 25,046 | $511.79K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +4,725 | — | 4,725 | $96.55K | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | Buy | +306 | +1.5% | 20,172 | $412.20K | Q2 2026 | Aug 11, 2026 |
| Luminist Capital Llc | Buy | +8,670 | +44.7% | 28,062 | $550.72K | Q2 2026 | Aug 07, 2026 |
| Reap Financial Group, Llc | Sell | -4,777 | -29.3% | 11,529 | $235.58K | Q2 2026 | Aug 04, 2026 |
| True Link Financial Advisors, Llc | Buy | +12,223 | — | 12,223 | $249.77K | Q2 2026 | Jul 31, 2026 |
| Beam Wealth Advisors, Inc. | Buy | +10,020 | — | 10,020 | $204.75K | Q2 2026 | Jul 29, 2026 |
| Brookwood Investment Group Llc | Buy | +7,634 | +1.9% | 417,194 | $8.53M | Q2 2026 | Jul 23, 2026 |
| Evolution Wealth Management Inc. | Buy | +39,290 | +22.1% | 217,195 | $4.44M | Q2 2026 | Jul 21, 2026 |
| Ifp Advisors, Inc | Sell | -2,853 | -68.1% | 1,336 | $27.30K | Q2 2026 | Jul 20, 2026 |
| Ethos Capital Management, Inc. | Sell | -25,586 | -32.6% | 52,960 | $1.08M | Q2 2026 | Jul 16, 2026 |
| Bison Wealth, Llc | Buy | +97,143 | +9.2% | 1,151,999 | $23.56M | Q2 2026 | Jul 07, 2026 |
| Citadel Advisors Llc | Sell | -56,242 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -380 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Ae Wealth Management Llc | Sell | -1,130 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Ubs Group Ag | Sell | -555 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Wealthcare Advisory Partners Llc | Sell | -21,481 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 14, 2026 |
Frequently asked questions about OVB activity
Which institutional owners are buying OVB?
Institutional owners buying OVB 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 OVB activity?
"Buy" means an investor increased their reported position in OVB compared to the prior reporting period. This reflects growing exposure to OVERLAY SHARES CORE BOND ETF (OVB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OVB increasing?
Institutional interest in OVB 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.