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