OVERLAY SHARES SMALL CAP EQ (OVS) Institutional Ownership and Insiders Activity
OVERLAY SHARES SMALL CAP EQ (OVS) is widely held by institutional investors, with 8 firms reporting positions valued at approximately $20.83M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Bison Wealth, Llc is the largest disclosed holder, reporting approximately $16.92M in OVS 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
$20.83M
Largest Holder
Bison Wealth, Llc
Largest Position
$16.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
4
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance
- Bison Wealth, Llc$16.92M
- Johnson & White Wealth Management, Llc$2.20M
- Lotus Technology Management, Lp$760,646
- Old Mission Capital Llc$451,876
- Arax Advisory Partners$228,745