OVS Institutional Ownership & Shareholders
OVERLAY SHARES SMALL CAP EQ (OVS) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.83M 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 OVS tracked by InsiderSet, reporting ownership valued at approximately $16.92M 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 $16.90M, representing an estimated loss of -0.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed OVS value among the investors covered in this analysis. Major shareholders include Bison Wealth, Llc, Johnson & White Wealth Management, Llc, Lotus Technology Management, Lp, and several other long-term asset managers with concentrated positions in OVERLAY SHARES SMALL CAP EQ (OVS).
This page ranks the largest institutional OVS 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
$20.83M
Largest Holder
Bison Wealth, Llc
Largest Position
$16.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
12
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bison Wealth, Llc | 1.42% | 436,944 | $16,924,781 | $16,900,994 | -$23,787 | -0.14% | |
| Johnson & White Wealth Management, Llc | 0.82% | 51,496 | $2,196,296 | $1,991,865 | -$204,431 | -9.31% | |
| Lotus Technology Management, Lp | 0.93% | 110,076 | $760,646 | $4,257,740 | +$3,497,094 | +459.75% | |
| Old Mission Capital Llc | 0.01% | 10,595 | $451,876 | $409,815 | -$42,061 | -9.31% | |
| Arax Advisory Partners | 0.00% | 5,363 | $228,745 | $207,441 | -$21,304 | -9.31% | |
| Wells Fargo & Company/Mn | 0.00% | 4,922 | $209,923 | $190,383 | -$19,540 | -9.31% | |
| Osaic Holdings, Inc. | 0.00% | 1,195 | $50,967 | $46,223 | -$4,744 | -9.31% | |
| Evolution Wealth Management Inc. | 0.00% | 191 | $8,146 | $7,388 | -$758 | -9.31% |
Frequently asked questions about OVS
Who are the largest institutional holders of OVS?
The largest institutional holders of OVS reported in the latest SEC Form 13F filings include Bison Wealth, Llc, Johnson & White Wealth Management, Llc, Lotus Technology Management, Lp, Old Mission Capital Llc, and Arax Advisory Partners. InsiderSet ranks institutional holders by their latest reported OVS position.
What is OVS institutional ownership?
This page tracks OVS positions reported by institutional investment managers through SEC Form 13F. OVERLAY SHARES SMALL CAP EQ (OVS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OVS?
InsiderSet currently tracks 8 institutional managers reporting OVS 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 OVS shareholders.
How much OVS stock do institutions own?
Institutional investment managers disclosed approximately $20.83M in OVS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OVS institutional ownership last updated?
The latest OVS 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 OVS 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 OVS position after the reporting date.
Are institutions buying or selling OVS?
Institutional buying and selling can be analyzed by comparing OVS positions across consecutive 13F reporting periods. InsiderSet's OVS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OVS ownership changes.
How has OVS institutional ownership changed over time?
InsiderSet tracks OVS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.