OVS Institutional Ownership
Overlay Shares Small Cap Equity ETF
1W: -0.1%
1M: -4.3%
3M: -7.8%
YTD: +10.0%
1Y: +9.6%
3Y: +48.4%
5Y: +24.3%
$38.90
+0.67 (+1.74%)
Weekly Expected Move ±1.9%
$37
$38
$39
$40
$40
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — OVS
11
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
21M
Total Invested
4
New Positions
3
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 401,701 | 16M | +13,276 | +3.4% | 7Q | SEC ↗ |
| 2 | Lotus Technology Management, LP NEW | 110,076 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Johnson & White Wealth Management, LLC | 51,496 | 2M | +3,627 | +7.6% | 14Q | SEC ↗ |
| 4 | OLD MISSION CAPITAL LLC | 10,595 | 412K | +3,512 | +49.6% | 4Q | SEC ↗ |
| 5 | Wealthcare Advisory Partners LLC NEW | 7,148 | 278K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Arax Advisory Partners NEW | 5,363 | 209K | — | +0.0% | 1Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN NEW | 4,922 | 191K | — | +0.0% | 1Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 1,195 | 46K | — | +0.0% | 6Q | SEC ↗ |
| 9 | EVOLUTION WEALTH MANAGEMENT INC. | 191 | 7K | — | +0.0% | 3Q | SEC ↗ |
| 10 | AE Wealth Management LLC | 0 | 0K | -466 | -100.0% | 5Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 0 | 0K | -643 | -100.0% | 1Q | SEC ↗ |
| 12 | UBS Group AG | 0 | 0K | -52 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Lotus Technology Management, LP | 110,076 | 4M |
| Wealthcare Advisory Partners LLC | 7,148 | 278K |
| Arax Advisory Partners | 5,363 | 209K |
| WELLS FARGO & COMPANY/MN | 4,922 | 191K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ROYAL BANK OF CANADA | 643 | 25K |
| AE Wealth Management LLC | 466 | 18K |
| UBS Group AG | 52 | 2K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bison Wealth, LLC | +13,276 | +3.4% | 401,701 |
| Johnson & White Wealth Management, | +3,627 | +7.6% | 51,496 |
| OLD MISSION CAPITAL LLC | +3,512 | +49.6% | 10,595 |
Biggest Decreases (0)
None.