OVT Institutional Ownership & Shareholders
OVERLAY SHARES SHRT TERM BON (OVT) is currently held by 14 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $51.62M 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 OVT tracked by InsiderSet, reporting ownership valued at approximately $36.19M 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 $35.86M, representing an estimated loss of -0.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed OVT value among the investors covered in this analysis. Major shareholders include Bison Wealth, Llc, Holcombe Financial, Inc., Evolution Wealth Management Inc., and several other long-term asset managers with concentrated positions in OVERLAY SHARES SHRT TERM BON (OVT).
This page ranks the largest institutional OVT 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
14
Total Reported Value
$51.62M
Largest Holder
Bison Wealth, Llc
Largest Position
$36.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bison Wealth, Llc | 3.04% | 1,690,971 | $36,186,955 | $35,861,267 | -$325,688 | -0.90% | |
| Holcombe Financial, Inc. | 6.48% | 552,729 | $11,717,463 | $11,722,000 | +$4,537 | +0.04% | |
| Evolution Wealth Management Inc. | 0.51% | 41,582 | $881,508 | $881,850 | +$342 | +0.04% | |
| Orion Porfolio Solutions, Llc | 0.00% | 23,940 | $522,496 | $507,708 | -$14,788 | -2.83% | |
| Virtu Financial Llc | 0.02% | 22,826 | $498,000 | $484,082 | -$13,918 | -2.79% | |
| Lpl Financial Llc | 0.00% | 19,665 | $429,189 | $417,045 | -$12,144 | -2.83% | |
| Raymond James Financial Inc | 0.00% | 15,573 | $339,881 | $330,264 | -$9,617 | -2.83% | |
| Bluechip Wealth Advisors Llc | 0.10% | 13,938 | $295,475 | $295,590 | +$115 | +0.04% | |
| Nuveen, Llc | 0.00% | 9,598 | $209,477 | $203,550 | -$5,927 | -2.83% | |
| Atlantic Union Bankshares Corp | 0.00% | 8,421 | $183,785 | $178,588 | -$5,197 | -2.83% | |
| Wells Fargo & Company/Mn | 0.00% | 7,268 | $158,624 | $154,136 | -$4,488 | -2.83% | |
| Parallel Advisors, Llc | 0.00% | 5,500 | $116,596 | $116,641 | +$45 | +0.04% | |
| Reap Financial Group, Llc | 0.01% | 3,982 | $84,411 | $84,448 | +$37 | +0.04% | |
| Morgan Stanley | 0.00% | 1 | $23 | $21 | -$2 | -7.79% |
Frequently asked questions about OVT
Who are the largest institutional holders of OVT?
The largest institutional holders of OVT reported in the latest SEC Form 13F filings include Bison Wealth, Llc, Holcombe Financial, Inc., Evolution Wealth Management Inc., Orion Porfolio Solutions, Llc, and Virtu Financial Llc. InsiderSet ranks institutional holders by their latest reported OVT position.
What is OVT institutional ownership?
This page tracks OVT positions reported by institutional investment managers through SEC Form 13F. OVERLAY SHARES SHRT TERM BON (OVT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OVT?
InsiderSet currently tracks 14 institutional managers reporting OVT 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 OVT shareholders.
How much OVT stock do institutions own?
Institutional investment managers disclosed approximately $51.62M in OVT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OVT institutional ownership last updated?
The latest OVT 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 OVT 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 OVT position after the reporting date.
Are institutions buying or selling OVT?
Institutional buying and selling can be analyzed by comparing OVT positions across consecutive 13F reporting periods. InsiderSet's OVT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OVT ownership changes.
How has OVT institutional ownership changed over time?
InsiderSet tracks OVT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.