OVM Institutional Ownership
Overlay Shares Municipal Bond ETF
1W: -0.2%
1M: -3.2%
3M: -6.6%
YTD: -4.5%
1Y: -4.3%
3Y: +9.2%
5Y: -3.5%
$20.40
-0.24 (-1.19%)
Weekly Expected Move ±1.5%
$20
$20
$20
$21
$21
Overview
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Holdings
Changes
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Short Interest
Dividends
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Institutional Ownership — OVM
13
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
28M
Total Invested
1
New Positions
3
Increased
5
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 1,162,735 | $24M | +153,253 | +15.2% | 7Q | SEC ↗ |
| 2 | IFP Advisors, Inc | 49,135 | $1M | -2,380 | -4.6% | 20Q | SEC ↗ |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | 21,607 | $441K | +21,116 | +4300.6% | 5Q | SEC ↗ |
| 4 | PMG Family Office LLC NEW | 20,514 | $418K | — | +0.0% | 1Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC | 13,484 | $275K | +138 | +1.0% | 3Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 11,519 | $235K | — | +0.0% | 2Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 9,699 | $198K | — | +0.0% | 3Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 1,869 | $38K | — | +0.0% | 26Q | SEC ↗ |
| 9 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 9Q | SEC ↗ |
| 10 | Sound Income Strategies, LLC | 0 | $0K | -502 | -100.0% | 3Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 0 | $0K | -944 | -100.0% | 1Q | SEC ↗ |
| 12 | OLD MISSION CAPITAL LLC | 0 | $0K | -11,654 | -100.0% | 4Q | SEC ↗ |
| 13 | UBS Group AG | 0 | $0K | -258 | -100.0% | 8Q | SEC ↗ |
| 14 | Beacon Capital Management, LLC | 0 | $0K | -18,779 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| PMG Family Office LLC | 20,514 | $418K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Beacon Capital Management, LLC | 18,779 | $383K |
| OLD MISSION CAPITAL LLC | 11,654 | $238K |
| Kestra Advisory Services, LLC | 944 | $19K |
| Sound Income Strategies, LLC | 502 | $10K |
| UBS Group AG | 258 | $5K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bison Wealth, LLC | +153,253 | +15.2% | 1,162,735 |
| EVOLUTION WEALTH MANAGEMENT INC. | +21,116 | +4300.6% | 21,607 |
| MML INVESTORS SERVICES, LLC | +138 | +1.0% | 13,484 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| IFP Advisors, Inc | -2,380 | -4.6% | 49,135 |