Overlay Shares Short Term Bond ETF (OVT) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for OVT. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Bison Wealth | 1,575,908 | $34M | DECREASED |
| Holcombe Financial | 534,387 | $12M | INCREASED |
| Evolution Wealth Management | 34,904 | $762K | INCREASED |
| Oasis Advisors | 32,976 | $720K | DECREASED |
| Orion Porfolio Solutions | 23,940 | $522K | DECREASED |
Full institutional holdings, insider history, and congressional trades for Overlay Shares Short Term Bond ETF on SentiSense.