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 allInvestorReported Balance
- Bison Wealth, Llc$25.56M
- Ifp Advisors, Inc$1.02M
- Pmg Family Office Llc$516,017
- Mml Investors Services, Llc$293,726
- Raymond James Financial Inc$250,924