Overlay Shares Municipal Bond ETF (OVM) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for OVM. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Bison Wealth | 1,162,735 | $25M | INCREASED |
| Ifp Advisors | 49,135 | $1M | DECREASED |
| Evolution Wealth Management | 21,607 | $471K | INCREASED |
| Pmg Family Office | 20,514 | $447K | NEW |
| Mml Investors Services | 13,484 | $294K | INCREASED |
Full institutional holdings, insider history, and congressional trades for Overlay Shares Municipal Bond ETF on SentiSense.