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