Overlay Shares Core Bond ETF (OVB) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for OVB. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Bison Wealth | 1,151,999 | $24M | INCREASED |
| Brookwood Investment Group | 417,194 | $9M | INCREASED |
| Evolution Wealth Management | 217,195 | $4M | INCREASED |
| Ethos Capital Management | 52,960 | $1M | DECREASED |
| Susquehanna International Group | 41,602 | $850K | DECREASED |
Full institutional holdings, insider history, and congressional trades for Overlay Shares Core Bond ETF on SentiSense.