OVF Institutional Ownership
Overlay Shares Foreign Equity ETF
1W: -1.5%
1M: -2.9%
3M: -3.8%
YTD: +6.2%
1Y: +6.3%
3Y: +61.8%
5Y: +37.1%
$30.92
+0.43 (+1.41%)
Weekly Expected Move ±2.5%
$29
$30
$31
$32
$32
Overview
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Holdings
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Short Interest
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Institutional Ownership — OVF
11
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
31M
Total Invested
5
New Positions
3
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 736,641 | 23M | +23,320 | +3.3% | 7Q | SEC ↗ |
| 2 | Johnson & White Wealth Management, LLC | 137,191 | 4M | +9,479 | +7.4% | 14Q | SEC ↗ |
| 3 | LPL Financial LLC | 34,639 | 1M | +24,284 | +234.5% | 2Q | SEC ↗ |
| 4 | CAP Partners, LLC NEW | 24,397 | 754K | — | +0.0% | 1Q | SEC ↗ |
| 5 | True Link Financial Advisors, LLC NEW | 7,700 | 238K | — | +0.0% | 1Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN NEW | 7,457 | 231K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Oasis Advisors, LLC NEW | 7,389 | 228K | — | +0.0% | 1Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 1,935 | 60K | — | +0.0% | 6Q | SEC ↗ |
| 9 | EVOLUTION WEALTH MANAGEMENT INC. | 172 | 5K | -312 | -64.5% | 3Q | SEC ↗ |
| 10 | MORGAN STANLEY NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Orion Porfolio Solutions, LLC | 0 | 0K | -10,358 | -100.0% | 6Q | SEC ↗ |
| 12 | UBS Group AG | 0 | 0K | -636 | -100.0% | 1Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 0 | 0K | -1,066 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| CAP Partners, LLC | 24,397 | 754K |
| True Link Financial Advisors, LLC | 7,700 | 238K |
| WELLS FARGO & COMPANY/MN | 7,457 | 231K |
| Oasis Advisors, LLC | 7,389 | 228K |
| MORGAN STANLEY | 1 | 0K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Orion Porfolio Solutions, LLC | 10,358 | 320K |
| ROYAL BANK OF CANADA | 1,066 | 33K |
| UBS Group AG | 636 | 20K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +24,284 | +234.5% | 34,639 |
| Bison Wealth, LLC | +23,320 | +3.3% | 736,641 |
| Johnson & White Wealth Management, | +9,479 | +7.4% | 137,191 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EVOLUTION WEALTH MANAGEMENT INC. | -312 | -64.5% | 172 |