OVM Institutional Ownership & Shareholders
OVERLAY SHARES MUNICIPAL BON (OVM) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.89M 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 OVM tracked by InsiderSet, reporting ownership valued at approximately $25.56M 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 $26.02M, representing an estimated gain of +1.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed OVM value among the investors covered in this analysis. Major shareholders include Bison Wealth, Llc, Ifp Advisors, Inc, Pmg Family Office Llc, and several other long-term asset managers with concentrated positions in OVERLAY SHARES MUNICIPAL BON (OVM).
This page ranks the largest institutional OVM 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
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
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bison Wealth, Llc | 2.15% | 1,246,262 | $25,564,567 | $26,021,951 | +$457,384 | +1.79% | |
| Ifp Advisors, Inc | 0.02% | 49,916 | $1,017,038 | $1,042,246 | +$25,208 | +2.48% | |
| Pmg Family Office Llc | 0.48% | 25,326 | $516,017 | $528,807 | +$12,790 | +2.48% | |
| Mml Investors Services, Llc | 0.00% | 13,484 | $293,726 | $281,546 | -$12,180 | -4.15% | |
| Raymond James Financial Inc | 0.00% | 11,519 | $250,924 | $240,517 | -$10,407 | -4.15% | |
| Cetera Investment Advisers | 0.00% | 9,699 | $211,278 | $202,515 | -$8,763 | -4.15% | |
| Osaic Holdings, Inc. | 0.00% | 1,869 | $40,730 | $39,025 | -$1,705 | -4.19% | |
| Morgan Stanley | 0.00% | 1 | $31 | $21 | -$10 | -32.65% |
Frequently asked questions about OVM
Who are the largest institutional holders of OVM?
The largest institutional holders of OVM reported in the latest SEC Form 13F filings include Bison Wealth, Llc, Ifp Advisors, Inc, Pmg Family Office Llc, Mml Investors Services, Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported OVM position.
What is OVM institutional ownership?
This page tracks OVM positions reported by institutional investment managers through SEC Form 13F. OVERLAY SHARES MUNICIPAL BON (OVM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OVM?
InsiderSet currently tracks 8 institutional managers reporting OVM 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 OVM shareholders.
How much OVM stock do institutions own?
Institutional investment managers disclosed approximately $27.89M in OVM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OVM institutional ownership last updated?
The latest OVM 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 OVM 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 OVM position after the reporting date.
Are institutions buying or selling OVM?
Institutional buying and selling can be analyzed by comparing OVM positions across consecutive 13F reporting periods. InsiderSet's OVM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OVM ownership changes.
How has OVM institutional ownership changed over time?
InsiderSet tracks OVM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.