Overlay Shares Large Cap Equity ETF (OVL)
ETF ยท Cboe BZX
Overlay Shares Large Cap Equity ETF (OVL) 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, 48 institutions reported holding OVL, with 3.5 million shares worth $200.1 million in aggregate. The largest reported holder was Bison Wealth, with 2.0 million shares worth $115.9 million. Of the 5 largest holders listed below, 1 opened a new position in OVL, 3 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Bison Wealth | 2,034,316 | $116M | Added 1.46% |
| Envestnet Asset Management | 303,398 | $17M | Added 7.26% |
| Raymond James Financial | 225,933 | $13M | Added 26.57% |
| New Wave Wealth Advisors | 144,200 | $8M | New position |
| JPMorgan Chase | 87,170 | $5M | Reduced 1.41% |
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 OVL?
Overlay Shares Large Cap Equity ETF (OVL) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 30, 2019.
Who are the largest institutional holders of OVL?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OVL were Bison Wealth, Envestnet Asset Management and Raymond James Financial.
How many institutions own OVL?
48 institutions reported a position in OVL for the quarter ended June 30, 2026, worth $200.1 million in total.
Did institutions buy or sell OVL last quarter?
Of the 5 largest reported holders, 1 opened a new position in OVL, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for OVL.
Every reported institutional holder, plus insider and congressional trades in OVL, on SentiSense.