OVLH Institutional Ownership & Shareholders
OVERLAY SHRS HDG LRG CAP EQY (OVLH) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $85.23M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Bison Wealth, Llc is currently the largest disclosed institutional shareholder of OVLH tracked by InsiderSet, reporting ownership valued at approximately $45.71M in its September 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 $44.64M, representing an estimated loss of -2.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed OVLH value among the investors covered in this analysis. Major shareholders include Bison Wealth, Llc, Commonwealth Equity Services, Llc, Delta Investment Management, Llc, and several other long-term asset managers with concentrated positions in OVERLAY SHRS HDG LRG CAP EQY (OVLH).
This page ranks the largest institutional OVLH 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
23
Total Reported Value
$85.23M
Largest Holder
Bison Wealth, Llc
Largest Position
$45.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bison Wealth, Llc | 3.84% | 1,068,959 | $45,714,031 | $44,638,018 | -$1,076,013 | -2.35% | |
| Commonwealth Equity Services, Llc | 0.02% | 293,474 | $12,369,350 | $12,255,005 | -$114,345 | -0.92% | |
| Delta Investment Management, Llc | 1.97% | 285,957 | $11,947,283 | $11,941,107 | -$6,176 | -0.05% | |
| Lpl Financial Llc | 0.00% | 70,077 | $2,927,817 | $2,926,303 | -$1,514 | -0.05% | |
| Holcombe Financial, Inc. | 1.56% | 66,911 | $2,820,159 | $2,794,096 | -$26,063 | -0.92% | |
| Apollon Wealth Management, Llc | 0.03% | 65,451 | $2,758,635 | $2,733,129 | -$25,506 | -0.92% | |
| Pacific Financial Group Inc | 1.07% | 53,268 | $2,225,554 | $2,224,386 | -$1,168 | -0.05% | |
| Stifel Financial Corp | 0.00% | 20,645 | $862,548 | $862,102 | -$446 | -0.05% | |
| Fifth Third Bancorp | 0.00% | 16,264 | $679,510 | $679,159 | -$351 | -0.05% | |
| Nuveen, Llc | 0.00% | 11,181 | $467,143 | $466,901 | -$242 | -0.05% | |
| Pks Advisory Services, Llc | 0.07% | 10,924 | $456,433 | $456,169 | -$264 | -0.06% | |
| Raymond James Financial Inc | 0.00% | 8,871 | $370,630 | $370,439 | -$191 | -0.05% | |
| Oasis Advisors, Llc | 0.15% | 8,556 | $360,604 | $357,285 | -$3,319 | -0.92% | |
| Mercer Global Advisors Inc | 0.00% | 6,939 | $289,893 | $289,762 | -$131 | -0.05% | |
| Envestnet Asset Management Inc | 0.00% | 5,981 | $249,897 | $249,757 | -$140 | -0.06% | |
| Wells Fargo & Company/Mn | 0.00% | 5,795 | $242,115 | $241,990 | -$125 | -0.05% | |
| Corecap Advisors, Llc | 0.00% | 2,831 | $119,321 | $118,218 | -$1,103 | -0.92% | |
| Ifp Advisors, Inc | 0.00% | 2,665 | $112,325 | $111,286 | -$1,039 | -0.92% | |
| Reap Financial Group, Llc | 0.02% | 2,663 | $112,250 | $111,203 | -$1,047 | -0.93% | |
| Luminist Capital Llc | 0.06% | 1,306 | $52,735 | $54,536 | +$1,801 | +3.42% | |
| Evolution Wealth Management Inc. | 0.03% | 1,247 | $52,559 | $52,073 | -$486 | -0.93% | |
| Royal Bank Of Canada | 0.00% | 668 | $28,000 | $27,895 | -$105 | -0.38% | |
| Morgan Stanley | 0.00% | 319 | $13,328 | $13,321 | -$7 | -0.05% |
Frequently asked questions about OVLH
Who are the largest institutional holders of OVLH?
The largest institutional holders of OVLH reported in the latest SEC Form 13F filings include Bison Wealth, Llc, Commonwealth Equity Services, Llc, Delta Investment Management, Llc, Lpl Financial Llc, and Holcombe Financial, Inc.. InsiderSet ranks institutional holders by their latest reported OVLH position.
What is OVLH institutional ownership?
This page tracks OVLH positions reported by institutional investment managers through SEC Form 13F. OVERLAY SHRS HDG LRG CAP EQY (OVLH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OVLH?
InsiderSet currently tracks 23 institutional managers reporting OVLH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OVLH shareholders.
How much OVLH stock do institutions own?
Institutional investment managers disclosed approximately $85.23M in OVLH holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OVLH institutional ownership last updated?
The latest OVLH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OVLH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OVLH position after the reporting date.
Are institutions buying or selling OVLH?
Institutional buying and selling can be analyzed by comparing OVLH positions across consecutive 13F reporting periods. InsiderSet's OVLH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OVLH ownership changes.
How has OVLH institutional ownership changed over time?
InsiderSet tracks OVLH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.