OVF Institutional Ownership & Shareholders
OVERLAY SHARES FOREIGN EQUIT (OVF) is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $33.61M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Bison Wealth, Llc is currently the largest disclosed institutional shareholder of OVF tracked by InsiderSet, reporting ownership valued at approximately $26.45M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.80M, representing an estimated loss of -2.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed OVF value among the investors covered in this analysis. Major shareholders include Bison Wealth, Llc, Johnson & White Wealth Management, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in OVERLAY SHARES FOREIGN EQUIT (OVF).
This page ranks the largest institutional OVF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bison Wealth, Llc | 2.22% | 862,749 | $26,451,882 | $25,804,823 | -$647,059 | -2.45% | |
| Johnson & White Wealth Management, Llc | 1.63% | 137,191 | $4,347,583 | $4,103,383 | -$244,200 | -5.62% | |
| Lpl Financial Llc | 0.00% | 34,639 | $1,097,709 | $1,036,052 | -$61,657 | -5.62% | |
| Cap Partners, Llc | 0.43% | 30,311 | $932,663 | $906,602 | -$26,061 | -2.79% | |
| True Link Financial Advisors, Llc | 0.01% | 7,700 | $244,013 | $230,307 | -$13,706 | -5.62% | |
| Wells Fargo & Company/Mn | 0.00% | 7,457 | $236,312 | $223,039 | -$13,273 | -5.62% | |
| Oasis Advisors, Llc | 0.10% | 7,573 | $233,014 | $226,508 | -$6,506 | -2.79% | |
| Osaic Holdings, Inc. | 0.00% | 1,935 | $61,331 | $57,876 | -$3,455 | -5.63% | |
| Evolution Wealth Management Inc. | 0.00% | 172 | $5,451 | $5,145 | -$306 | -5.62% | |
| Morgan Stanley | 0.00% | 1 | $48 | $30 | -$18 | -37.69% |
Frequently asked questions about OVF
Who are the largest institutional holders of OVF?
The largest institutional holders of OVF reported in the latest SEC Form 13F filings include Bison Wealth, Llc, Johnson & White Wealth Management, Llc, Lpl Financial Llc, Cap Partners, Llc, and True Link Financial Advisors, Llc. InsiderSet ranks institutional holders by their latest reported OVF position.
What is OVF institutional ownership?
This page tracks OVF positions reported by institutional investment managers through SEC Form 13F. OVERLAY SHARES FOREIGN EQUIT (OVF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OVF?
InsiderSet currently tracks 10 institutional managers reporting OVF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OVF shareholders.
How much OVF stock do institutions own?
Institutional investment managers disclosed approximately $33.61M in OVF holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OVF institutional ownership last updated?
The latest OVF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OVF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OVF position after the reporting date.
Are institutions buying or selling OVF?
Institutional buying and selling can be analyzed by comparing OVF positions across consecutive 13F reporting periods. InsiderSet's OVF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OVF ownership changes.
How has OVF institutional ownership changed over time?
InsiderSet tracks OVF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.