OVERLAY SHARES SHRT TERM BON (OVT) Institutional Ownership Changes & 13F Activity
OVERLAY SHARES SHRT TERM BON (OVT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Oasis Advisors, Llc, Orion Porfolio Solutions, Llc, Bison Wealth, Llc, Virtu Financial Llc, and Holcombe Financial, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bison Wealth, Llc | Buy | +100,637 | +6.8% | 1,576,480 | $34.77M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +592 | — | 592 | $13.00K | Q1 2026 | May 15, 2026 |
| Virtu Financial Llc | Buy | +32,989 | — | 32,989 | $723.00K | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +113,351 | — | 113,351 | $2.48M | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Sell | -2,352 | -100.0% | 1 | $20.00 | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | Buy | +128 | +1.6% | 8,286 | $181.53K | Q1 2026 | May 12, 2026 |
| Reap Financial Group, Llc | Sell | -948 | -14.3% | 5,687 | $124.58K | Q1 2026 | May 11, 2026 |
| Oasis Advisors, Llc | Buy | +2,548,535 | — | 2,548,535 | $4.52M | Q1 2026 | May 05, 2026 |
| Ubs Group Ag | Buy | +579 | +318.1% | 761 | $16.67K | Q1 2026 | May 05, 2026 |
| Evolution Wealth Management Inc. | Buy | +11,007 | +68.5% | 27,081 | $593.28K | Q1 2026 | Apr 27, 2026 |
| Holcombe Financial, Inc. | Buy | +25,383 | +5.1% | 526,466 | $11.53M | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners Llc | Buy | +13,528 | — | 13,528 | $296.37K | Q1 2026 | Apr 14, 2026 |
| Osaic Holdings, Inc. | Sell | -237 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 17, 2026 |
| Stifel Financial Corp | Sell | -11,864 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 13, 2026 |
| Bluechip Wealth Advisors Llc | Sell | -15,191 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 05, 2026 |
Frequently asked questions about OVT activity
Which institutional owners are buying OVT?
Institutional owners buying OVT 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 OVT activity?
"Buy" means an investor increased their reported position in OVT compared to the prior reporting period. This reflects growing exposure to OVERLAY SHARES SHRT TERM BON (OVT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OVT increasing?
Institutional interest in OVT 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.