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