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
Top Institutional Owners
View allInvestorReported Balance
- Bison Wealth, Llc$46.01M
- Holcombe Financial, Inc.$14.83M
- Delta Investment Management, Llc$11.95M
- Commonwealth Equity Services, Llc$9.84M
- Lpl Financial Llc$2.93M
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