Overlay Shares Municipal Bond ETF (OVM)
ETF ยท Cboe BZX
Overlay Shares Municipal Bond ETF (OVM) 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, 9 institutions reported holding OVM, with 1.3 million shares worth $28.2 million in aggregate. The largest reported holder was Bison Wealth, with 1.2 million shares worth $25.4 million. Of the 5 largest holders listed below, 1 opened a new position in OVM, 3 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Bison Wealth | 1,162,735 | $25M | Added 15.18% |
| Ifp Advisors | 49,135 | $1M | Reduced 4.62% |
| Evolution Wealth Management | 21,607 | $471K | Added 4300.61% |
| Pmg Family Office | 20,514 | $447K | New position |
| Mml Investors Services | 13,484 | $294K | Added 1.03% |
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 OVM?
Overlay Shares Municipal Bond ETF (OVM) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 30, 2019.
Who are the largest institutional holders of OVM?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OVM were Bison Wealth, Ifp Advisors and Evolution Wealth Management.
How many institutions own OVM?
9 institutions reported a position in OVM for the quarter ended June 30, 2026, worth $28.2 million in total.
Did institutions buy or sell OVM last quarter?
Of the 5 largest reported holders, 1 opened a new position in OVM, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for OVM.
Every reported institutional holder, plus insider and congressional trades in OVM, on SentiSense.