Position in OVLY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,459,804
+$107,014 QoQ
Shares Held
45,014
+0.0% QoQ
Ownership
0.535%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OVLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cetera Investment Advisers holds $358,963,835 across 117 Banks - Regional names. OVLY ranks #44 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
241,892 | $50,335,306 | |
| 2 | USB |
US Bancorp De
|
825,796 | $42,949,649 | |
| 3 | TFC |
Truist Financial Corp
|
811,112 | $37,286,818 | |
| 4 | FITB |
Fifth Third Bancorp
|
418,038 | $19,422,045 | |
| 5 | MTB |
M&T Bank Corp
|
80,509 | $16,642,820 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
866,240 | $13,556,656 | |
| 7 | RF |
Regions Financial Corp
|
462,596 | $12,083,007 | |
| 8 | LYG |
Lloyds Banking Group plc
|
1,970,659 | $9,912,414 |
All Filings in OVLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,459,804 | 45,014 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,352,790 | 45,003 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,277,932 | 45,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,235,742 | 45,365 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,141,146 | 45,719 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $271,644 | 9,287 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $246,755 | 9,287 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $249,025 | 9,973 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $250,476 | 10,108 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||