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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: 24
Total Value: $80,254,355
Total Shares: 2,119,207

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 24 13F filers · Δ vs Dec 31, 2025
Top Holder
49.2%
Jun 2023 → Mar 2026 · range 33.7% – 94.8%
−1.1 pts
Top 5
90.3%
Jun 2023 → Mar 2026 · range 77.5% – 99.8%
+0.5 pts
Top 10
97.8%
Jun 2023 → Mar 2026 · range 95.1% – 100.0%
+0.7 pts
HHI
2,956
Jun 2023 → Mar 2026 · range 1,819 – 8,990
Highly concentrated−72

Quarterly Activity

vs Dec 31, 2025
New
6
Increased
6
Decreased
8
Sold Out
7
Unchanged
4
Holder count: -1
Institutional value: -6.1%
Shares held: -2.3%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
COMMONWEALTH EQUITY SERVICES, LLC +24,790 175,914
Holcombe Financial, Inc. +24,206 350,860
LPL Financial LLC +16,062 71,627
Apollon Wealth Management, LLC +1,715 55,502
MORGAN STANLEY +756 1,142

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Bison Wealth, LLC −47,440 1,042,643
Delta Investment Management, LLC −33,748 272,224
PACIFIC FINANCIAL GROUP INC −20,320 53,675
IFP Advisors, Inc −2,540 2,619
CoreCap Advisors, LLC −1,700 1,321

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
FIFTH THIRD BANCORP 16,264 $615,917
SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,801 $484,773
JANE STREET GROUP, LLC 7,411 $280,654
ENVESTNET ASSET MANAGEMENT INC 6,022 $228,053
ROYAL BANK OF CANADA 829 $31,394

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
COMERICA BANK 16,264 $640,638
PKS Advisory Services, LLC 11,366 $447,706
Orion Porfolio Solutions, LLC 10,174 $400,753
Oasis Advisors, LLC 8,556 $337,020
OLD MISSION CAPITAL LLC 6,558 $258,319
Filter: New 6 Increased 6 Reduced 8 Sold out 7 Unchanged 4
Showing 24 of 24
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Bison Wealth, LLC OVLH $39,484,890 49.20% 1,042,643
Holcombe Financial, Inc. OVLH $13,287,068 16.56% 350,860
Delta Investment Management, LLC OVLH $10,309,122 12.85% 272,224
COMMONWEALTH EQUITY SERVICES, LLC OVLH $6,661,863 8.30% 175,914
LPL Financial LLC OVLH $2,712,514 3.38% 71,627
Apollon Wealth Management, LLC OVLH $2,101,860 2.62% 55,502
PACIFIC FINANCIAL GROUP INC OVLH $2,032,672 2.53% 53,675
STIFEL FINANCIAL CORP OVLH $781,826 0.97% 20,645
FIFTH THIRD BANCORP OVLH $615,917 0.77% 16,264
SUSQUEHANNA INTERNATIONAL GROUP, LLP OVLH $484,773 0.60% 12,801
RAYMOND JAMES FINANCIAL INC OVLH $335,944 0.42% 8,871
JANE STREET GROUP, LLC OVLH $280,654 0.35% 7,411
MERCER GLOBAL ADVISORS INC /ADV OVLH $262,969 0.33% 6,944
CLG LLC OVLH $251,305 0.31% 6,636
ENVESTNET ASSET MANAGEMENT INC OVLH $228,053 0.28% 6,022
REAP Financial Group, LLC OVLH $146,026 0.18% 3,856
IFP Advisors, Inc OVLH $99,181 0.12% 2,619
CoreCap Advisors, LLC OVLH $50,026 0.06% 1,321
EVOLUTION WEALTH MANAGEMENT INC. OVLH $47,223 0.06% 1,247
MORGAN STANLEY OVLH $43,245 0.05% 1,142
ROYAL BANK OF CANADA OVLH $31,394 0.04% 829
Gen-Wealth Partners Inc OVLH $4,544 0.01% 120
UBS Group AG OVLH $1,249 0.00% 33
AE Wealth Management LLC OVLH $37 0.00% 1