Overlay Shares Foreign Equity ETF (OVF)

ETF ยท Cboe BZX

Overlay Shares Foreign Equity ETF (OVF) 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, 10 institutions reported holding OVF, with 957,522 shares worth $30.7 million in aggregate. The largest reported holder was Bison Wealth, with 736,641 shares worth $23.7 million. Of the 5 largest holders listed below, 2 opened new positions in OVF and 3 added shares during the quarter.

InstitutionSharesValueQuarter change
Bison Wealth736,641$24MAdded 3.27%
Johnson & White Wealth Management137,191$4MAdded 7.42%
Lpl Financial34,639$1MAdded 234.51%
Cap Partners24,397$773KNew position
True Link Financial Advisors7,700$244KNew position

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 OVF?

Overlay Shares Foreign Equity ETF (OVF) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 30, 2019.

Who are the largest institutional holders of OVF?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OVF were Bison Wealth, Johnson & White Wealth Management and Lpl Financial.

How many institutions own OVF?

10 institutions reported a position in OVF for the quarter ended June 30, 2026, worth $30.7 million in total.

Did institutions buy or sell OVF last quarter?

Of the 5 largest reported holders, 2 opened new positions in OVF and 3 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for OVF.

Every reported institutional holder, plus insider and congressional trades in OVF, on SentiSense.