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OVLH · Overlay Shares Hedged Large Cap Equity ETF ETF

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$42.47 -0.14 (-0.34%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $5,041,130
Total Shares: 208,165

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 4 13F filers · Δ vs Jun 30, 2022
Top Holder
61.3%
Mar 2021 → Sep 2022 · range 50.6% – 100.0%
−23.3 pts
Top 5
100.0%
Mar 2021 → Sep 2022 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2021 → Sep 2022 · range 100.0% – 100.0%
0.0 pts
HHI
4,506
Mar 2021 → Sep 2022 · range 3,786 – 10,000
Highly concentrated−2,880

Quarterly Activity

vs Jun 30, 2022
New
1
Increased
1
Decreased
1
Sold Out
1
Unchanged
1
Holder count: 0
Institutional value: -9.2%
Shares held: -6.3%

Top Buyers

vs Jun 30, 2022
Institution Added Now Holds Open
JANE STREET GROUP, LLC +8,292 42,011

Top Sellers

vs Jun 30, 2022
Institution Sold Now Holds Open
Lakeview Capital Partners, LLC −60,308 127,556

Top New Positions

vs Jun 30, 2022
Institution Acquired Value (USD) Open
OLD MISSION CAPITAL LLC 38,598 $934,727

Top Sold-Out Positions

vs Jun 30, 2022
Institution Previously Held Last Value (USD) Open
UBS Group AG 512 $12,800
Filter: New 1 Increased 1 Reduced 1 Sold out 1 Unchanged 1
Showing 4 of 4
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Lakeview Capital Partners, LLC OVLH $3,089,023 61.28% 127,556
JANE STREET GROUP, LLC OVLH $1,017,380 20.18% 42,011
OLD MISSION CAPITAL LLC OVLH $934,727 18.54% 38,598
PROEQUITIES, INC. OVLH $0 0.00% 0