OVERLAY SHRS HDG LRG CAP EQY (OVLH) Institutional Ownership and Insiders Activity
OVERLAY SHRS HDG LRG CAP EQY (OVLH) is widely held by institutional investors, with 23 firms reporting positions valued at approximately $82.70M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Bison Wealth, Llc is the largest disclosed holder, reporting approximately $45.71M in OVLH holdings in its latest filing.
Institutional ownership remains highly concentrated, with Bison Wealth, Llc representing the majority of disclosed value.
Institutional Holders
23
Total Reported Value
$82.70M
Largest Holder
Bison Wealth, Llc
Largest Position
$45.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
5
Funds Exiting Positions
6
Top Institutional Owners
View allInvestorReported Balance
- Bison Wealth, Llc$45.71M
- Delta Investment Management, Llc$11.95M
- Commonwealth Equity Services, Llc$9.84M
- Lpl Financial Llc$2.93M
- Holcombe Financial, Inc.$2.82M
OVLH News
All news- Holcombe Financial Portfolio Shifts in Q2 2026: Focus on Precious Metals & ETFs
Jul 14, 2026 · valut.ai
- Bison Wealth Reduces Exposure to Financials, Increases ETF Holdings in Q2 2026
Jul 9, 2026 · valut.ai