OVERLAY SHARES SMALL CAP EQ (OVS) Institutional Ownership Changes & 13F Activity
OVERLAY SHARES SMALL CAP EQ (OVS). 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 Lotus Technology Management, Lp, Bison Wealth, Llc, Wealthcare Advisory Partners Llc, Arax Advisory Partners, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Lotus Technology Management, Lp | Buy | +110,076 | — | 110,076 | $760.65K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +4,922 | — | 4,922 | $209.92K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +3,512 | +49.6% | 10,595 | $451.88K | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | Buy | +5,363 | — | 5,363 | $228.75K | Q2 2026 | Aug 10, 2026 |
| Johnson & White Wealth Management, Llc | Buy | +3,627 | +7.6% | 51,496 | $2.20M | Q2 2026 | Jul 16, 2026 |
| Wealthcare Advisory Partners Llc | Buy | +7,148 | — | 7,148 | $304.84K | Q2 2026 | Jul 09, 2026 |
| Bison Wealth, Llc | Buy | +13,276 | +3.4% | 401,701 | $16.95M | Q2 2026 | Jul 07, 2026 |
| Royal Bank Of Canada | Sell | -643 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Ubs Group Ag | Sell | -52 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about OVS activity
Which institutional owners are buying OVS?
Institutional owners buying OVS 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 OVS activity?
"Buy" means an investor increased their reported position in OVS compared to the prior reporting period. This reflects growing exposure to OVERLAY SHARES SMALL CAP EQ (OVS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OVS increasing?
Institutional interest in OVS 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.