Who owns Overlay Shares Foreign Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OVF from SEC Form 13F filings across 10 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 10 institutions disclosed 957,522 shares of Overlay Shares Foreign Equity ETF worth $30.4M — about 67.1% of shares outstanding; the largest disclosed holder is Bison Wealth, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
10
13F holders
$30.4M
value, 2026 filers
67.1%
of shares outstanding (957,522 sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of OVF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 736,641 | $23.7M | 2.2% | 51.6% | +3.3% |
| 2 | Johnson & White Wealth Management, LLC | 137,191 | $4.3M | 1.6% | 9.6% | +7.4% |
| 3 | LPL Financial LLC | 34,639 | $1.1M | 0.0% | 2.4% | +234.5% |
| 4 | CAP Partners, LLCNEW | 24,397 | $773,156 | 0.4% | 1.7% | new |
| 5 | True Link Financial Advisors, LLCNEW | 7,700 | $7,700 | 0.0% | 0.5% | new |
| 6 | WELLS FARGO & COMPANY/MNNEW | 7,457 | $236,312 | 0.0% | 0.5% | new |
| 7 | Oasis Advisors, LLCNEW | 7,389 | $234,150 | 0.2% | 0.5% | new |
| 8 | OSAIC HOLDINGS, INC. | 1,935 | $61,331 | 0.0% | 0.1% | 0.0% |
| 9 | EVOLUTION WEALTH MANAGEMENT INC. | 172 | $5,451 | 0.0% | 0% | -64.5% |
| 10 | MORGAN STANLEYNEW | 1 | $48 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.