OVERLAY SHARES MUNICIPAL BON (OVM) Institutional Ownership Changes & 13F Activity
OVERLAY SHARES MUNICIPAL BON (OVM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bison Wealth, Llc, Evolution Wealth Management Inc., Pmg Family Office Llc, Beacon Capital Management, Llc, and Old Mission Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mml Investors Services, Llc | Buy | +138 | +1.0% | 13,484 | $293.73K | Q2 2026 | Aug 07, 2026 |
| Evolution Wealth Management Inc. | Buy | +21,116 | +4300.6% | 21,607 | $470.68K | Q2 2026 | Jul 21, 2026 |
| Ifp Advisors, Inc | Sell | -2,380 | -4.6% | 49,135 | $1.07M | Q2 2026 | Jul 20, 2026 |
| Pmg Family Office Llc | Buy | +20,514 | — | 20,514 | $446.87K | Q2 2026 | Jul 16, 2026 |
| Bison Wealth, Llc | Buy | +153,253 | +15.2% | 1,162,735 | $25.40M | Q2 2026 | Jul 07, 2026 |
| Old Mission Capital Llc | Sell | -11,654 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Beacon Capital Management, Llc | Sell | -18,779 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Ubs Group Ag | Sell | -258 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Sound Income Strategies, Llc | Sell | -502 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
Frequently asked questions about OVM activity
Which institutional owners are buying OVM?
Institutional owners buying OVM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OVM activity?
"Buy" means an investor increased their reported position in OVM compared to the prior reporting period. This reflects growing exposure to OVERLAY SHARES MUNICIPAL BON (OVM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OVM increasing?
Institutional interest in OVM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.