OVB

Overlay Shares Core Bond ETFETF$20.37 0.09%
UnclassifiedUSCUSIP 53656F862· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
11
+2 QoQ
13F Value (tracked)
$28.4M
13F Moves · latest Q
1 added
2 trimmed
Recent Filings
0

Price & smart-money activity

$20.37 0.09%5Y -22.5%
$18.15$20.39$22.64$24.88$27.1220212022202320242025202622223223322223232
Hover for who · click for detailEnd-of-day closing prices52w $20.11 – $20.95

Who owns OVB?

11 tracked 13F filers

11 tracked 13F filers disclose a position in OVB as of the latest SEC 13F filings, a combined $28.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Bison Wealth, LLC
$23.6M
1.2M
+9.2%
Added · +97K sh
Q2 2026
2SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.8M
87K
−11%
Reduced · −11K sh
Q1 2026
3CITADEL ADVISORS LLC
$1.2M
56K
New
+56K sh
Q1 2026
4Ethos Capital Management, Inc.
$1.1M
53K
−33%
Reduced · −26K sh
Q2 2026
5Atlantic Union Bankshares Corp
$408K
20K
+0.1%
Added · +30 sh
Q1 2026
6RAYMOND JAMES FINANCIAL INC
$257K
13K
Held
Q1 2026
7OSAIC HOLDINGS, INC.
$37K
2K
−22%
Reduced · −512 sh
Q1 2026
8IFP Advisors, Inc
$27K
1K
−68%
Reduced · −3K sh
Q2 2026
9AE Wealth Management LLC
$23K
1K
141×
Added · +1K sh
Q1 2026
10UBS Group AG
$11K
555
+219%
Added · +381 sh
Q1 2026
11ROYAL BANK OF CANADA
$8K
380
New
+380 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is OVB being bought or sold by institutions?

Last quarter, 1 fund opened a new position in OVB, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
0
funds
Reduced
2
funds
Exited
0
funds

Funds that own OVB also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA5 funds$3.9B
ISHARES CORE S&P 500 ETFIVV5 funds$3.2B
AMAZON.COM INCAMZN5 funds$2.0B
APPLE INCAAPL5 funds$2.0B
MICRON TECHNOLOGY INCMU5 funds$1.6B
SS SPDR DOW JONES INDUS AVGDIA5 funds$1.6B
TAIWAN SEMICONDUCTOR-SP ADRTSM5 funds$1.4B
MICROSOFT CORPMSFT5 funds$1.4B
BROADCOM INCAVGO5 funds$1.2B
META PLATFORMS INC-CLASS AMETA5 funds$1.2B
ALPHABET INC-CL AGOOGL5 funds$1.1B
ALPHABET INC-CL CGOOG5 funds$931.4M

Ranked by how many of OVB's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

12 funds+7 since Q3 2024
0612Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $27.6M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in OVB

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/OVB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for OVB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OVB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.