OVL

Overlay Shares Large Cap EqETF$55.94 0.87%
UnclassifiedUSCUSIP 53656F805· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
38
-15 QoQ
13F Value (tracked)
$179.2M
13F Moves · latest Q
14 added
2 trimmed
Recent Filings
0

Price & smart-money activity

$55.94 0.87%5Y +46.0%
$26.09$34.69$43.29$51.89$60.4920212022202320242025202622222223222235465396510569
Hover for who · click for detailEnd-of-day closing prices52w $48.39 – $58.23

Who owns OVL?

38 tracked 13F filers

38 tracked 13F filers disclose a position in OVL as of the latest SEC 13F filings, a combined $179.2M 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
$115.9M
2.0M
+1.5%
Added · +29K sh
Q2 2026
2ENVESTNET ASSET MANAGEMENT INC
$14.2M
283K
+14%
Added · +34K sh
Q1 2026
3RAYMOND JAMES FINANCIAL INC
$9.0M
178K
−5.7%
Reduced · −11K sh
Q1 2026
4NEW WAVE WEALTH ADVISORS LLC
$8.2M
144K
New
+144K sh
Q2 2026
5JPMORGAN CHASE & CO
$4.3M
88K
−1.4%
Reduced · −1K sh
Q1 2026
6ROYAL BANK OF CANADA
$3.4M
67K
+0.6%
Added · +387 sh
Q1 2026
7Legacy Private Trust Co.
$3.6M
64K
−26%
Reduced · −23K sh
Q2 2026
8Johnson & White Wealth Management, LLC
$2.1M
38K
+8.1%
Added · +3K sh
Q2 2026
9EVOLUTION WEALTH MANAGEMENT INC.
$2.1M
36K
−13%
Reduced · −6K sh
Q2 2026
10Smartleaf Asset Management LLC
$1.7M
36K
+0.6%
Added · +229 sh
Q1 2026
11Apollon Wealth Management, LLC
$1.7M
34K
New
+34K sh
Q1 2026
12SHELTON CAPITAL MANAGEMENT
$1.4M
27K
New
+27K sh
Q1 2026
13MILESTONE ASSET MANAGEMENT, LLC
$1.4M
25K
New
+25K sh
Q2 2026
14CAP Partners, LLC
$876K
15K
New
+15K sh
Q2 2026
15OLD MISSION CAPITAL LLC
$747K
15K
+136%
Added · +9K sh
Q1 2026
16LPL Financial LLC
$702K
14K
+94%
Added · +7K sh
Q1 2026
17LANARK FINANCIAL, INC.
$785K
14K
+11%
Added · +1K sh
Q2 2026
18Equitable Holdings, Inc.
$708K
13K
−51%
Reduced · −14K sh
Q1 2026
19Wealthcare Advisory Partners LLC
$720K
13K
New
+13K sh
Q2 2026
20STIFEL FINANCIAL CORP
$616K
12K
Held
Q1 2026
21Oasis Advisors, LLC
$574K
10K
Added
Added · +10K sh
Q2 2026
22Waterloo Capital, L.P.
$571K
10K
+29%
Added · +2K sh
Q2 2026
23Brooklyn Investment Group
$414K
8K
New
+8K sh
Q1 2026
24GTS SECURITIES LLC
$392K
8K
+98%
Added · +4K sh
Q1 2026
25OSAIC HOLDINGS, INC.
$383K
8K
−12%
Reduced · −1K 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 OVL being bought or sold by institutions?

Last quarter, 7 funds opened a new position in OVL and 7 added to an existing one, 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)
7
funds
Added
7
funds
Reduced
2
funds
Exited
0
funds

Funds that own OVL also own

CompanyCo-held byCombined value
INVESCO QQQ TRUST SERIES 1QQQ16 funds$909.0M
APPLE INCAAPL15 funds$1.6B
NVIDIA CORPNVDA15 funds$1.6B
TESLA INCTSLA15 funds$331.3M
HOME DEPOT INCHD15 funds$102.5M
MICROSOFT CORPMSFT14 funds$1.0B
SS SPDR S&P 500 ETF TRUST-USSPY14 funds$816.0M
AMAZON.COM INCAMZN14 funds$775.8M
ISHARES CORE S&P 500 ETFIVV14 funds$711.3M
ALPHABET INC-CL CGOOG14 funds$646.8M
SS TECHNOLOGY SELECT SECTORXLK14 funds$578.8M
ALPHABET INC-CL AGOOGL14 funds$490.7M

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

Institutional ownership over time

18 funds-1 since Q3 2024
01734Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $138.3M

Share classes

Class13F holdersValue held
INFLmc136 funds$761.3M
METVmc69 funds$101.0M
HEGDSWAN HEDGED EQTY68 funds$481.1M
HLALmc57 funds$35.9M
OVLthis pageSHARES LAG CAP38 funds$179.2M
UMMAmc37 funds$26.8M
SPRXUIT EXCHANGE TRADED34 funds$53.3M
BETZmc32 funds$3.0M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

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 OVL

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/OVL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for OVL.
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 OVL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.