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
Top Institutional Owners
View allInvestorReported Balance
- Bison Wealth, Llc$129.97M
- Envestnet Asset Management Inc$17.18M
- Raymond James Financial Inc$12.79M
- New Wave Wealth Advisors Llc$6.12M
- 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