OVF

Overlay Shares Foreign Equit$31.39 1.79%
UnclassifiedUSCUSIP 53656F870· EOD Jul 21, 2026◍ Confluence graph
Tracked 13F Holders
6
+0 QoQ
13F Value (tracked)
$28.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)0 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$31.39 1.79%5Y +16.1%
$17.71$21.67$25.63$29.58$33.54202120222023202420252026223322
Hover for who · click for detailEnd-of-day closing prices52w $26.81 – $32.45

Who owns OVF?

6 tracked 13F filers

6 tracked 13F filers disclose a position in OVF 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
$23.7M
737K
+3.3%
Added · +23K sh
Q2 2026
2Johnson & White Wealth Management, LLC
$4.3M
137K
+7.4%
Added · +9K sh
Q2 2026
3LPL Financial LLC
$304K
10K
New
+10K sh
Q1 2026
4OSAIC HOLDINGS, INC.
$57K
2K
−18%
Reduced · −429 sh
Q1 2026
5ROYAL BANK OF CANADA
$31K
1K
New
+1K sh
Q1 2026
6EVOLUTION WEALTH MANAGEMENT INC.
$5K
172
−64%
Reduced · −312 sh
Q2 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.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

6 funds+3 since Q3 2024
036Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $27.0M

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 OVF

This stock 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/OVF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for OVF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OVF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.