Overlay Shares Large Cap Equity ETF (OVL) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for OVL. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Bison Wealth | 2,034,316 | $116M | INCREASED |
| Envestnet Asset Management | 303,398 | $17M | INCREASED |
| Raymond James Financial | 225,933 | $13M | INCREASED |
| New Wave Wealth Advisors | 144,200 | $8M | NEW |
| JPMorgan Chase | 87,170 | $5M | DECREASED |
Full institutional holdings, insider history, and congressional trades for Overlay Shares Large Cap Equity ETF on SentiSense.