OVL

Overlay Shares Large Cap Eq
UnclassifiedUSCUSIP 53656F805◍ Confluence graph
Tracked 13F Holders
8
+0 QoQ
13F Value (tracked)
$6.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 1 trimming
Insider net (180d)$0
Price history not yet available for OVL.
Build

Use OVL data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns OVL

This stock page is the Follow view. The Build view lets your agent query OVL owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/OVL"
Ask your agent
Use Arkolith to show who owns OVL,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

8 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Private Advisor Group, LLC
$1.8M
36K
+0.9%
Added · +332 sh
Q1 2026
2Smartleaf Asset Management LLC
$1.7M
36K
+0.6%
Added · +229 sh
Q1 2026
3SHELTON CAPITAL MANAGEMENT
$1.4M
27K
New
+27K sh
Q1 2026
4Equitable Holdings, Inc.
$708K
13K
−51%
Reduced · −14K sh
Q1 2026
5NICOLET BANKSHARES INC
$362K
7K
Held
Q1 2026
6Modera Wealth Management, LLC
$355K
7K
New
+7K sh
Q1 2026
7RiverFront Investment Group, LLC
$331K
7K
Held
Q1 2026
8Atlantic Union Bankshares Corp
$190K
4K
+2.6%
Added · +98 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.

Fund activity: latest quarter

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

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

24 funds+12 since Q2 2022
01325Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $158.3M

Share classes

Class13F holdersValue held
INFLmc98 funds$646.8M
METVmc57 funds$72.9M
HEGDSWAN HEDGED EQTY49 funds$383.6M
HLALmc45 funds$29.0M
UMMAmc27 funds$21.0M
BETZmc26 funds$2.9M
OVLthis pageSHARES LAG CAP24 funds$158.3M
SPRXUIT EXCHANGE TRADED24 funds$18.6M

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

Funds that own OVL also own

CompanyCo-held byCombined value
APPLE INCAAPL9 funds$2.3B
NVIDIA CORPNVDA9 funds$1.7B
MICROSOFT CORPMSFT9 funds$1.3B
ISHARES CORE S&P 500 ETFIVV9 funds$1.3B
VANGUARD GROWTH ETFVUG9 funds$1.2B
AMAZON.COM INCAMZN9 funds$955.6M
INVESCO QQQ TRUST SERIES 1QQQ9 funds$873.0M
VANGUARD VALUE ETFVTV9 funds$831.0M
SS SPDR S&P 500 ETF TRUST-USSPY9 funds$788.1M
ALPHABET INC-CL CGOOG9 funds$750.5M
SS TECHNOLOGY SELECT SECTORXLK9 funds$635.6M
ALPHABET INC-CL AGOOGL9 funds$610.4M

Ranked by how many of OVL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.