OVERLAY SHARES LARGE CAP EQ (OVL) Institutional Shareholders
OVERLAY SHARES LARGE CAP EQ (OVL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $176.84M in OVL holdings during the latest filing period.
Bison Wealth, Llc is currently the largest disclosed institutional shareholder of OVL tracked by InsiderSet, reporting ownership valued at approximately $115.94M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $115.77M, representing an estimated loss of -0.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed OVL value among the investors covered in this analysis. Major shareholders include Bison Wealth, Llc, Envestnet Asset Management Inc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in OVERLAY SHARES LARGE CAP EQ (OVL).
This page ranks the largest institutional OVL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$176.84M
Largest Holder
Bison Wealth, Llc
Largest Position
$115.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bison Wealth, Llc | 10.69% | 2,034,316 | $115,935,661 | $115,772,924 | -$162,737 | -0.14% | |
| Envestnet Asset Management Inc | 0.00% | 282,861 | $14,227,932 | $16,097,620 | +$1,869,688 | +13.14% | |
| Raymond James Financial Inc | 0.00% | 178,498 | $8,978,450 | $10,158,321 | +$1,179,871 | +13.14% | |
| New Wave Wealth Advisors Llc | 2.23% | 144,200 | $8,163,137 | $8,206,422 | +$43,285 | +0.53% | |
| Legacy Private Trust Co. | 0.20% | 63,645 | $3,602,943 | $3,622,037 | +$19,094 | +0.53% | |
| Royal Bank Of Canada | 0.00% | 67,093 | $3,375,000 | $3,818,263 | +$443,263 | +13.13% | |
| Johnson & White Wealth Management, Llc | 0.80% | 37,892 | $2,145,042 | $2,156,434 | +$11,392 | +0.53% | |
| Evolution Wealth Management Inc. | 1.21% | 36,489 | $2,065,661 | $2,076,589 | +$10,928 | +0.53% | |
| Apollon Wealth Management, Llc | 0.02% | 35,050 | $1,984,181 | $1,994,695 | +$10,514 | +0.53% | |
| Smartleaf Asset Management Llc | 0.06% | 35,611 | $1,733,187 | $2,026,622 | +$293,435 | +16.93% | |
| Milestone Asset Management, Llc | 0.22% | 25,133 | $1,422,791 | $1,430,319 | +$7,528 | +0.53% | |
| Shelton Capital Management | 0.03% | 27,131 | $1,364,708 | $1,544,025 | +$179,317 | +13.14% | |
| Cap Partners, Llc | 0.43% | 15,478 | $876,205 | $880,853 | +$4,648 | +0.53% | |
| Nbc Securities, Inc. | 0.05% | 13,858 | $784,501 | $788,659 | +$4,158 | +0.53% | |
| Old Mission Capital Llc | 0.02% | 14,842 | $746,552 | $844,658 | +$98,106 | +13.14% | |
| Wealthcare Advisory Partners Llc | 0.01% | 12,719 | $720,050 | $723,838 | +$3,788 | +0.53% | |
| Equitable Holdings, Inc. | 0.00% | 13,304 | $707,906 | $757,131 | +$49,225 | +6.95% | |
| Lpl Financial Llc | 0.00% | 13,951 | $701,719 | $793,951 | +$92,232 | +13.14% | |
| Pfg Investments, Llc | 0.03% | 12,316 | $697,222 | $700,904 | +$3,682 | +0.53% | |
| Stifel Financial Corp | 0.00% | 12,250 | $616,175 | $697,148 | +$80,973 | +13.14% | |
| Oasis Advisors, Llc | 0.37% | 10,142 | $574,146 | $577,181 | +$3,035 | +0.53% | |
| Waterloo Capital, L.P. | 0.03% | 10,087 | $571,043 | $574,051 | +$3,008 | +0.53% | |
| Reap Financial Group, Llc | 0.10% | 9,957 | $500,833 | $566,653 | +$65,820 | +13.14% | |
| Luminist Capital Llc | 0.56% | 8,352 | $420,111 | $475,312 | +$55,201 | +13.14% | |
| Brooklyn Investment Group | 0.01% | 8,237 | $414,322 | $468,768 | +$54,446 | +13.14% | |
| Riverfront Investment Group, Llc | 0.01% | 7,067 | $400,063 | $402,183 | +$2,120 | +0.53% | |
| Gts Securities Llc | 0.01% | 7,803 | $392,491 | $444,069 | +$51,578 | +13.14% | |
| Osaic Holdings, Inc. | 0.00% | 7,614 | $383,045 | $433,313 | +$50,268 | +13.12% | |
| Ae Wealth Management Llc | 0.00% | 7,211 | $362,713 | $410,378 | +$47,665 | +13.14% | |
| Nicolet Bankshares Inc | 0.01% | 7,200 | $362,160 | $409,752 | +$47,592 | +13.14% | |
| Modera Wealth Management, Llc | 0.00% | 7,066 | $355,445 | $402,126 | +$46,681 | +13.13% | |
| Elevation Advisory Partners Llc | 0.31% | 6,156 | $335,655 | $350,338 | +$14,683 | +4.37% | |
| Qtr Family Wealth, Llc | 0.09% | 4,504 | $254,953 | $256,323 | +$1,370 | +0.54% | |
| Creative Planning | 0.00% | 4,073 | $204,872 | $231,794 | +$26,922 | +13.14% | |
| Atlantic Union Bankshares Corp | 0.00% | 3,783 | $190,293 | $215,291 | +$24,998 | +13.14% | |
| Beaird Harris Wealth Management, Llc | 0.01% | 2,219 | $125,618 | $126,283 | +$665 | +0.53% | |
| Morgan Stanley | 0.00% | 1,800 | $90,541 | $102,438 | +$11,897 | +13.14% | |
| Ubs Group Ag | 0.00% | 419 | $21,076 | $23,845 | +$2,769 | +13.14% | |
| Triumph Capital Management | 0.00% | 361 | $20,429 | $20,545 | +$116 | +0.57% | |
| Salem Investment Counselors Inc | 0.00% | 100 | $5,661 | $5,691 | +$30 | +0.53% | |
| True Link Financial Advisors, Llc | 0.02% | 4,714 | $4,714 | $268,274 | +$263,560 | +5591.00% | |
| Janney Montgomery Scott Llc | 0.00% | 36,890 | $1,856 | $2,099,410 | +$2,097,554 | +113014.76% | |
| Tsfg, Llc | 0.00% | 526 | $30 | $29,935 | +$29,905 | +99682.20% |
Frequently asked questions about OVL
Who owns the most OVL stock?
The largest holders of OVL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for OVERLAY SHARES LARGE CAP EQ (OVL).
Is OVL widely held by superinvestors?
Many widely followed stocks like OVL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OVL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.