Overlay Shares Core Bond ETF (OVB)
ETF ยท Cboe BZX
Overlay Shares Core Bond ETF (OVB) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 30, 2019.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- September 30, 2019
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 16 institutions reported holding OVB, with 2.0 million shares worth $40.9 million in aggregate. The largest reported holder was Bison Wealth, with 1.2 million shares worth $23.6 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Bison Wealth | 1,151,999 | $24M | Added 9.21% |
| Brookwood Investment Group | 417,194 | $9M | Added 1.86% |
| Evolution Wealth Management | 217,195 | $4M | Added 22.08% |
| Ethos Capital Management | 52,960 | $1M | Reduced 32.57% |
| Susquehanna International Group | 41,602 | $850K | Reduced 52.3% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is OVB?
Overlay Shares Core Bond ETF (OVB) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 30, 2019.
Who are the largest institutional holders of OVB?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OVB were Bison Wealth, Brookwood Investment Group and Evolution Wealth Management.
How many institutions own OVB?
16 institutions reported a position in OVB for the quarter ended June 30, 2026, worth $40.9 million in total.
Did institutions buy or sell OVB last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for OVB.
Every reported institutional holder, plus insider and congressional trades in OVB, on SentiSense.