OVERLAY SHARES FOREIGN EQUIT (OVF) Institutional Ownership and Insiders Activity
OVERLAY SHARES FOREIGN EQUIT (OVF) is widely held by institutional investors, with 10 firms reporting positions valued at approximately $33.61M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Bison Wealth, Llc is the largest disclosed holder, reporting approximately $26.45M in OVF holdings in its latest filing.
Institutional ownership remains highly concentrated, with Bison Wealth, Llc representing the majority of disclosed value.
Institutional Holders
10
Total Reported Value
$33.61M
Largest Holder
Bison Wealth, Llc
Largest Position
$26.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
5
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- Bison Wealth, Llc$26.45M
- Johnson & White Wealth Management, Llc$4.35M
- Lpl Financial Llc$1.10M
- Cap Partners, Llc$932,663
- True Link Financial Advisors, Llc$244,013