OVS

Overlay Shares Small Cap EqETF$41.06 0.32%
UnclassifiedCUSIP 53656F888· EOD Sep 4, 2026

Among active 13F managers last quarter, 1 opened and 2 reduced; the largest holder to move was Wealthcare Advisory Partners LLC (−47%).

Tracked 13F holders
9
5 in Q2 2026 filings
13F value (tracked)
$20.0M
13F moves · latest Q
1 added
2 reduced

Price & smart-money activity

$41.06 0.32%5Y +11.0%
$24.76$29.59$34.42$39.25$44.082021202220232024202520262222
Hover for who · click for detailEnd-of-day closing prices52w $33.14 – $42.96

Who owns OVS?

9 tracked 13F filers · ranked by shares held

9 tracked 13F filers disclose a position in OVS as of the latest SEC 13F filings, a combined $20.0M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Bison Wealth, LLC402K
$16.9M
+3.4%
Added · +13K sh
Q2 2026
2Johnson & White Wealth Management, LLC51K
$2.2M
+7.6%
Added · +4K sh
Q2 2026
3Wealthcare Advisory Partners LLC7K
$305K
−47%
Reduced · −6K sh
Q2 2026
4Old Mission Capital LLC7K
$258K
−36%
Reduced · −4K sh
Q1 2026
5Arax Advisory Partners5K
$229K
New
+5K sh
Q2 2026
6Osaic Holdings, Inc.1K
$43K
−21%
Reduced · −324 sh
Q1 2026
7Royal Bank Of Canada643
$23K
New
+643 sh
Q1 2026
8Evolution Wealth Management Inc.191
$8K
Held
Q2 2026
9UBS Group AG52
$2K
−48%
Reduced · −48 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 OVS being bought or sold by institutions?

Last quarter, 1 fund opened a new position in OVS, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Reduced
2
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own OVS also own

CompanyCo-held byTheir position there
SS SPDR S&P 500 ETF Trust-USSPY3 funds$817.7M
Ishares Core Msci EmergingIEMG3 funds$682.9M
Invesco QQQ Trust Series 1QQQ3 funds$407.0M
Nvidia CorpNVDA3 funds$388.0M
Ishares Core S&P 500 ETFIVV3 funds$377.6M
Vanguard Total Stock MKT ETFVTI3 funds$324.3M
Vanguard S&P 500 ETFVOO3 funds$265.2M
Vanguard Ftse Developed ETFVEA3 funds$165.5M
Vanguard Ftse All-World Ex-UVEU3 funds$137.2M
Ste STR SPDR PT DW EU ETFSPDW3 funds$116.1M
Ishares 7-10 Year Treasury BIEF3 funds$115.5M
Vanguard Int-Term CorporateVCIT3 funds$106.0M

Ranked by how many of OVS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OVS.

Institutional ownership over time

5 tracked filers in Q2 2026 filingsstill filing
047Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $19.7M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
INFLmc162 funds$782.2M
HEGDSWAN HEDGED EQTY77 funds$598.5M
METVmc74 funds$100.9M
HLALmc60 funds$37.1M
UMMAmc43 funds$30.5M
OVLSHARES LAG CAP41 funds$181.5M
SPRXUIT EXCHANGE TRADED39 funds$63.7M
BETZmc36 funds$4.1M

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

Recent filings

0 most recent

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

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Connected entities for OVS

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Ask your agent what changed in OVS

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