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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $115.9M | 2.0M | ▲+1.5% Added · +29K sh | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $14.2M | 283K | ▲+14% Added · +34K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $9.0M | 178K | ▼−5.7% Reduced · −11K sh | Q1 2026 | |
| 4 | NEW WAVE WEALTH ADVISORS LLC | $8.2M | 144K | ▲New +144K sh | Q2 2026 | |
| 5 | JPMORGAN CHASE & CO | $4.3M | 88K | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $3.4M | 67K | ▲+0.6% Added · +387 sh | Q1 2026 | |
| 7 | Legacy Private Trust Co. | $3.6M | 64K | ▼−26% Reduced · −23K sh | Q2 2026 | |
| 8 | Johnson & White Wealth Management, LLC | $2.1M | 38K | ▲+8.1% Added · +3K sh | Q2 2026 | |
| 9 | EVOLUTION WEALTH MANAGEMENT INC. | $2.1M | 36K | ▼−13% Reduced · −6K sh | Q2 2026 | |
| 10 | Smartleaf Asset Management LLC | $1.7M | 36K | ▲+0.6% Added · +229 sh | Q1 2026 | |
| 11 | Apollon Wealth Management, LLC | $1.7M | 34K | ▲New +34K sh | Q1 2026 | |
| 12 | SHELTON CAPITAL MANAGEMENT | $1.4M | 27K | ▲New +27K sh | Q1 2026 | |
| 13 | MILESTONE ASSET MANAGEMENT, LLC | $1.4M | 25K | ▲New +25K sh | Q2 2026 | |
| 14 | CAP Partners, LLC | $876K | 15K | ▲New +15K sh | Q2 2026 | |
| 15 | OLD MISSION CAPITAL LLC | $747K | 15K | ▲+136% Added · +9K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $702K | 14K | ▲+94% Added · +7K sh | Q1 2026 | |
| 17 | LANARK FINANCIAL, INC. | $785K | 14K | ▲+11% Added · +1K sh | Q2 2026 | |
| 18 | Equitable Holdings, Inc. | $708K | 13K | ▼−51% Reduced · −14K sh | Q1 2026 | |
| 19 | Wealthcare Advisory Partners LLC | $720K | 13K | ▲New +13K sh | Q2 2026 | |
| 20 | STIFEL FINANCIAL CORP | $616K | 12K | —Held | Q1 2026 | |
| 21 | Oasis Advisors, LLC | $574K | 10K | ▲Added Added · +10K sh | Q2 2026 | |
| 22 | Waterloo Capital, L.P. | $571K | 10K | ▲+29% Added · +2K sh | Q2 2026 | |
| 23 | Brooklyn Investment Group | $414K | 8K | ▲New +8K sh | Q1 2026 | |
| 24 | GTS SECURITIES LLC | $392K | 8K | ▲+98% Added · +4K sh | Q1 2026 | |
| 25 | OSAIC 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.
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).
| Company | Co-held by | Combined value |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $909.0M |
| APPLE INCAAPL | 15 funds | $1.6B |
| NVIDIA CORPNVDA | 15 funds | $1.6B |
| TESLA INCTSLA | 15 funds | $331.3M |
| HOME DEPOT INCHD | 15 funds | $102.5M |
| MICROSOFT CORPMSFT | 14 funds | $1.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $816.0M |
| AMAZON.COM INCAMZN | 14 funds | $775.8M |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $711.3M |
| ALPHABET INC-CL CGOOG | 14 funds | $646.8M |
| SS TECHNOLOGY SELECT SECTORXLK | 14 funds | $578.8M |
| ALPHABET INC-CL AGOOGL | 14 funds | $490.7M |
Ranked by how many of OVL's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 136 funds | $761.3M |
| METVmc | 69 funds | $101.0M |
| HEGDSWAN HEDGED EQTY | 68 funds | $481.1M |
| HLALmc | 57 funds | $35.9M |
| OVLthis pageSHARES LAG CAP | 38 funds | $179.2M |
| UMMAmc | 37 funds | $26.8M |
| SPRXUIT EXCHANGE TRADED | 34 funds | $53.3M |
| BETZmc | 32 funds | $3.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OVL/capital-change-brief"
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.