OVERLAY SHARES MUNICIPAL BON (OVM) Institutional Ownership and Insiders Activity

OVERLAY SHARES MUNICIPAL BON (OVM) is widely held by institutional investors, with 8 firms reporting positions valued at approximately $27.89M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Bison Wealth, Llc is the largest disclosed holder, reporting approximately $25.56M in OVM holdings in its latest filing.

Institutional ownership remains highly concentrated, with Bison Wealth, Llc representing the majority of disclosed value.

Institutional Holders

8

Total Reported Value

$27.89M

Largest Holder

Bison Wealth, Llc

Largest Position

$25.56M

Insider Transactions (90d)

0

Latest Filing Quarter

Q3 2026

New Institutional Positions

1

Funds Exiting Positions

4

Top Institutional Owners

View all
InvestorReported Balance