OVERLAY SHARES SHRT TERM BON (OVT) Institutional Ownership and Insiders Activity

OVERLAY SHARES SHRT TERM BON (OVT) is widely held by institutional investors, with 14 firms reporting positions valued at approximately $51.62M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Bison Wealth, Llc is the largest disclosed holder, reporting approximately $36.19M in OVT holdings in its latest filing.

Institutional ownership remains highly concentrated, with Bison Wealth, Llc representing the majority of disclosed value.