Overlay Shares Short Term Bond ETF (OVT)
ETF ยท Cboe BZX
Overlay Shares Short Term Bond ETF (OVT) is an exchange-traded fund listed on Cboe BZX, where it has traded since January 14, 2021.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- January 14, 2021
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 16 institutions reported holding OVT, with 2.3 million shares worth $50.7 million in aggregate. The largest reported holder was Bison Wealth, with 1.6 million shares worth $34.5 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Bison Wealth | 1,575,908 | $34M | Reduced 0.04% |
| Holcombe Financial | 534,387 | $12M | Added 1.5% |
| Evolution Wealth Management | 34,904 | $762K | Added 28.89% |
| Oasis Advisors | 32,976 | $720K | Reduced 98.71% |
| Orion Porfolio Solutions | 23,940 | $522K | Reduced 78.88% |
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 OVT?
Overlay Shares Short Term Bond ETF (OVT) is an exchange-traded fund listed on Cboe BZX, where it has traded since January 14, 2021.
Who are the largest institutional holders of OVT?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OVT were Bison Wealth, Holcombe Financial and Evolution Wealth Management.
How many institutions own OVT?
16 institutions reported a position in OVT for the quarter ended June 30, 2026, worth $50.7 million in total.
Did institutions buy or sell OVT last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for OVT.
Every reported institutional holder, plus insider and congressional trades in OVT, on SentiSense.