OVERLAY SHARES LARGE CAP EQ (OVL) Institutional Ownership and Insiders Activity

OVERLAY SHARES LARGE CAP EQ (OVL) is widely held by institutional investors, with 46 firms reporting positions valued at approximately $214.16M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Bison Wealth, Llc is the largest disclosed holder, reporting approximately $129.97M in OVL holdings in its latest filing.

Institutional ownership remains highly concentrated, with Bison Wealth, Llc representing the majority of disclosed value.

Institutional Holders

46

Total Reported Value

$214.16M

Largest Holder

Bison Wealth, Llc

Largest Position

$129.97M

Insider Transactions (90d)

0

Latest Filing Quarter

Q3 2026

New Institutional Positions

20

Funds Exiting Positions

8