Among active 13F managers last quarter, 9 opened and 8 added, while 1 reduced; the largest holder to move was Shelton Capital Management (+25%).
41 tracked 13F filers disclose a position in OVL as of the latest SEC 13F filings, a combined $182.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 2.0M | $115.9M | ▲+1.5% Added · +29K sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 283K | $14.2M | ▲+14% Added · +34K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 178K | $9.0M | ▼−5.7% Reduced · −11K sh | Q1 2026 | |
| 4 | New Wave Wealth Advisors LLC | 144K | $8.2M | ▲New +144K sh | Q2 2026 | |
| 5 | JPMorgan Chase & Co | 88K | $4.3M | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 6 | Royal Bank Of Canada | 67K | $3.4M | ▲+0.6% Added · +387 sh | Q1 2026 | |
| 7 | Legacy Private Trust Co. | 64K | $3.6M | ▼−26% Reduced · −23K sh | Q2 2026 | |
| 8 | Johnson & White Wealth Management, LLC | 38K | $2.1M | ▲+8.1% Added · +3K sh | Q2 2026 | |
| 9 | Evolution Wealth Management Inc. | 36K | $2.1M | ▼−13% Reduced · −6K sh | Q2 2026 | |
| 10 | Smartleaf Asset Management LLC | 36K | $2.0M | —Held | Q2 2026 | |
| 11 | Apollon Wealth Management, LLC | 34K | $1.7M | ▲New +34K sh | Q1 2026 | |
| 12 | Shelton Capital Management | 34K | $1.9M | ▲+25% Added · +7K sh | Q2 2026 | |
| 13 | Equitable Holdings, Inc. | 31K | $1.8M | ▲+135% Added · +18K sh | Q2 2026 | |
| 14 | Milestone Asset Management, LLC | 25K | $1.4M | ▲New +25K sh | Q2 2026 | |
| 15 | CAP Partners, LLC | 15K | $876K | ▲New +15K sh | Q2 2026 | |
| 16 | Old Mission Capital LLC | 15K | $747K | ▲+136% Added · +9K sh | Q1 2026 | |
| 17 | LPL Financial LLC | 14K | $702K | ▲+94% Added · +7K sh | Q1 2026 | |
| 18 | Lanark Financial, Inc. | 14K | $785K | ▲+11% Added · +1K sh | Q2 2026 | |
| 19 | Wealthcare Advisory Partners LLC | 13K | $720K | ▲New +13K sh | Q2 2026 | |
| 20 | Arax Advisory Partners | 12K | $705K | ▲New +12K sh | Q2 2026 | |
| 21 | Stifel Financial Corp | 12K | $616K | —Held | Q1 2026 | |
| 22 | Oasis Advisors, LLC | 10K | $574K | ▲Added Added · +10K sh | Q2 2026 | |
| 23 | Waterloo Capital, L.P. | 10K | $571K | ▲+29% Added · +2K sh | Q2 2026 | |
| 24 | Brooklyn Investment Group | 8K | $414K | ▲New +8K sh | Q1 2026 | |
| 25 | GTS Securities LLC | 8K | $392K | ▲+98% Added · +4K 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, 9 funds opened a new position in OVL and 8 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Invesco QQQ Trust Series 1QQQ | 19 funds | $1.3B |
| Apple IncAAPL | 18 funds | $2.1B |
| Nvidia CorpNVDA | 18 funds | $1.9B |
| Tesla IncTSLA | 18 funds | $390.3M |
| Home Depot IncHD | 18 funds | $128.4M |
| Ishares Core S&P 500 ETFIVV | 17 funds | $1.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $1.3B |
| Microsoft CorpMSFT | 17 funds | $1.2B |
| Amazon.com IncAMZN | 17 funds | $980.0M |
| Alphabet Inc-CL CGOOG | 17 funds | $824.5M |
| Vanguard S&P 500 ETFVOO | 17 funds | $782.7M |
| Alphabet Inc-CL AGOOGL | 17 funds | $669.6M |
Ranked by how many of OVL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OVL.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 159 funds | $785.1M |
| HEGDSWAN HEDGED EQTY | 77 funds | $600.5M |
| METVmc | 72 funds | $101.0M |
| HLALmc | 60 funds | $38.4M |
| UMMAmc | 44 funds | $31.0M |
| OVLthis pageSHARES LAG CAP | 41 funds | $182.1M |
| SPRXUIT EXCHANGE TRADED | 39 funds | $65.6M |
| BETZmc | 35 funds | $4.1M |
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.