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 $95.12M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Bison Wealth, Llc is the largest disclosed holder, reporting approximately $46.01M in OVLH holdings in its latest filing.

Institutional Holders

23

Total Reported Value

$95.12M

Largest Holder

Bison Wealth, Llc

Largest Position

$46.01M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

5

Funds Exiting Positions

6