OVT Institutional Ownership
Overlay Shares Short Term Bond ETF
1W: -0.2%
1M: -1.2%
3M: -2.7%
YTD: -2.0%
1Y: -3.6%
3Y: +15.7%
5Y: +5.8%
$21.28
-0.07 (-0.35%)
Weekly Expected Move ±0.8%
$21
$21
$21
$21
$22
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — OVT
20
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
51M
Total Invested
7
New Positions
4
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 1,575,908 | $34M | -572 | -0.0% | 7Q | SEC ↗ |
| 2 | Holcombe Financial, Inc. | 534,387 | $11M | +7,921 | +1.5% | 7Q | SEC ↗ |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | 34,904 | $743K | +7,823 | +28.9% | 5Q | SEC ↗ |
| 4 | Oasis Advisors, LLC | 32,976 | $702K | -2,515,559 | -98.7% | 2Q | SEC ↗ |
| 5 | Orion Porfolio Solutions, LLC | 23,940 | $509K | -89,411 | -78.9% | 2Q | SEC ↗ |
| 6 | True Link Financial Advisors, LLC NEW | 23,510 | $500K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Virtu Financial LLC | 22,826 | $486K | -10,163 | -30.8% | 2Q | SEC ↗ |
| 8 | LPL Financial LLC NEW | 19,665 | $418K | — | +0.0% | 1Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 15,573 | $331K | — | +0.0% | 5Q | SEC ↗ |
| 10 | Nuveen, LLC NEW | 9,598 | $204K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Atlantic Union Bankshares Corp | 8,421 | $179K | +135 | +1.6% | 5Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN NEW | 7,268 | $155K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Global Retirement Partners, LLC NEW | 5,242 | $112K | — | +0.0% | 1Q | SEC ↗ |
| 14 | REAP Financial Group, LLC | 4,001 | $85K | -1,686 | -29.6% | 11Q | SEC ↗ |
| 15 | AE Wealth Management LLC | 878 | $19K | +877 | +87700.0% | 7Q | SEC ↗ |
| 16 | MERCER GLOBAL ADVISORS INC /ADV NEW | 316 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 17 | MORGAN STANLEY NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 0 | $0K | -237 | -100.0% | 4Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 0 | $0K | -592 | -100.0% | 1Q | SEC ↗ |
| 20 | BlueChip Wealth Advisors LLC | 0 | $0K | -15,191 | -100.0% | 1Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 0 | $0K | -11,864 | -100.0% | 1Q | SEC ↗ |
| 22 | Wealthcare Advisory Partners LLC | 0 | $0K | -13,528 | -100.0% | 1Q | SEC ↗ |
| 23 | UBS Group AG | 0 | $0K | -761 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| True Link Financial Advisors, LLC | 23,510 | $500K |
| LPL Financial LLC | 19,665 | $418K |
| Nuveen, LLC | 9,598 | $204K |
| WELLS FARGO & COMPANY/MN | 7,268 | $155K |
| Global Retirement Partners, LLC | 5,242 | $112K |
| MERCER GLOBAL ADVISORS INC /ADV | 316 | $7K |
| MORGAN STANLEY | 1 | $0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BlueChip Wealth Advisors LLC | 15,191 | $323K |
| Wealthcare Advisory Partners LLC | 13,528 | $288K |
| STIFEL FINANCIAL CORP | 11,864 | $252K |
| UBS Group AG | 761 | $16K |
| ROYAL BANK OF CANADA | 592 | $13K |
| OSAIC HOLDINGS, INC. | 237 | $5K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Holcombe Financial, Inc. | +7,921 | +1.5% | 534,387 |
| EVOLUTION WEALTH MANAGEMENT INC. | +7,823 | +28.9% | 34,904 |
| AE Wealth Management LLC | +877 | +87700.0% | 878 |
| Atlantic Union Bankshares Corp | +135 | +1.6% | 8,421 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Oasis Advisors, LLC | -2,515,559 | -98.7% | 32,976 |
| Orion Porfolio Solutions, LLC | -89,411 | -78.9% | 23,940 |
| Virtu Financial LLC | -10,163 | -30.8% | 22,826 |
| REAP Financial Group, LLC | -1,686 | -29.6% | 4,001 |
| Bison Wealth, LLC | -572 | -0.0% | 1,575,908 |