OVERLAY SHARES FOREIGN EQUIT (OVF) Institutional Ownership Changes & 13F Activity
OVERLAY SHARES FOREIGN EQUIT (OVF). 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 Cap Partners, Llc, Lpl Financial Llc, Bison Wealth, Llc, Johnson & White Wealth Management, Llc, and True Link Financial Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +7,457 | — | 7,457 | $236.31K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +1 | — | 1 | $48.00 | Q2 2026 | Aug 13, 2026 |
| Lpl Financial Llc | Buy | +24,284 | +234.5% | 34,639 | $1.10M | Q2 2026 | Aug 07, 2026 |
| True Link Financial Advisors, Llc | Buy | +7,700 | — | 7,700 | $244.01K | Q2 2026 | Jul 31, 2026 |
| Cap Partners, Llc | Buy | +24,397 | — | 24,397 | $773.16K | Q2 2026 | Jul 30, 2026 |
| Oasis Advisors, Llc | Buy | +7,389 | — | 7,389 | $234.15K | Q2 2026 | Jul 30, 2026 |
| Evolution Wealth Management Inc. | Sell | -312 | -64.5% | 172 | $5.45K | Q2 2026 | Jul 21, 2026 |
| Johnson & White Wealth Management, Llc | Buy | +9,479 | +7.4% | 137,191 | $4.35M | Q2 2026 | Jul 16, 2026 |
| Bison Wealth, Llc | Buy | +23,320 | +3.3% | 736,641 | $23.67M | Q2 2026 | Jul 07, 2026 |
| Royal Bank Of Canada | Sell | -1,066 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about OVF activity
Which institutional owners are buying OVF?
Institutional owners buying OVF 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 OVF activity?
"Buy" means an investor increased their reported position in OVF compared to the prior reporting period. This reflects growing exposure to OVERLAY SHARES FOREIGN EQUIT (OVF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OVF increasing?
Institutional interest in OVF 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.