OVERLAY SHARES LARGE CAP EQ (OVL) Institutional Ownership and Insiders Activity
OVERLAY SHARES LARGE CAP EQ (OVL) is widely held by institutional investors, with 48 firms reporting positions valued at approximately $200.13M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Bison Wealth, Llc is the largest disclosed holder, reporting approximately $115.94M in OVL holdings in its latest filing.
Institutional ownership remains highly concentrated, with Bison Wealth, Llc representing the majority of disclosed value.
Institutional Holders
48
Total Reported Value
$200.13M
Largest Holder
Bison Wealth, Llc
Largest Position
$115.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
8
Top Institutional Owners
View allInvestorReported Balance
- Bison Wealth, Llc$115.94M
- Envestnet Asset Management Inc$17.18M
- Raymond James Financial Inc$12.79M
- New Wave Wealth Advisors Llc$8.16M
- Jpmorgan Chase & Co$4.89M
OVL News
All news- Bison Wealth Reduces Exposure to Financials, Increases ETF Holdings in Q2 2026
Jul 9, 2026 · valut.ai