Who owns Overlay Shares Large Cap Equity ETF?
Institutional ownership of OVL from SEC Form 13F filings across 38 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.
38
13F holders
$176.2M
value, 2026 filers
106.1%
of shares outstanding (3.1M sh)
16
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 OVL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 2.0M | $115.9M | 10.6% | 68.5% | +1.5% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 303,398 | $17.2M | 0.0% | 10.2% | +7.3% |
| 3 | RAYMOND JAMES FINANCIAL INC | 225,933 | $12.8M | 0.0% | 7.6% | +26.6% |
| 4 | JPMORGAN CHASE & CO | 87,170 | $4.9M | 0.0% | 2.9% | -1.4% |
| 5 | ROYAL BANK OF CANADA | 78,400 | $4.4M | 0.0% | 2.6% | +16.9% |
| 6 | LPL Financial LLC | 72,164 | $4.1M | 0.0% | 2.4% | +417.3% |
| 7 | Janney Montgomery Scott LLC | 48,551 | $2,748 | 0.0% | 1.6% | +31.6% |
| 8 | EVOLUTION WEALTH MANAGEMENT INC. | 36,489 | $2.1M | 1.2% | 1.2% | -13.2% |
| 9 | Apollon Wealth Management, LLC | 35,050 | $2.0M | 0.0% | 1.2% | +1.7% |
| 10 | MILESTONE ASSET MANAGEMENT, LLCNEW | 25,133 | $1.4M | 0.2% | 0.8% | new |
| 11 | CAP Partners, LLCNEW | 15,478 | $876,205 | 0.4% | 0.5% | new |
| 12 | WELLS FARGO & COMPANY/MNNEW | 15,177 | $859,170 | 0.0% | 0.5% | new |
| 13 | Nuveen, LLCNEW | 14,696 | $831,941 | 0.0% | 0.5% | new |
| 14 | LANARK FINANCIAL, INC. | 13,858 | $784,501 | 0.1% | 0.5% | +11.4% |
| 15 | Wealthcare Advisory Partners LLCNEW | 12,719 | $720,050 | 0.0% | 0.4% | new |
| 16 | OLD MISSION CAPITAL LLC | 12,686 | $718,154 | 0.0% | 0.4% | -14.5% |
| 17 | Arax Advisory PartnersNEW | 12,450 | $704,795 | 0.0% | 0.4% | new |
| 18 | PFG Investments, LLCNEW | 12,316 | $697,222 | 0.0% | 0.4% | new |
| 19 | STIFEL FINANCIAL CORP | 12,250 | $693,473 | 0.0% | 0.4% | 0.0% |
| 20 | Luminist Capital LLC | 11,076 | $606,813 | 0.7% | 0.4% | +32.6% |
| 21 | Waterloo Capital, L.P. | 10,087 | $571,043 | 0.0% | 0.3% | +29.2% |
| 22 | Mariner, LLCNEW | 8,956 | $506,999 | 0.0% | 0.3% | new |
| 23 | OSAIC HOLDINGS, INC. | 7,512 | $425,322 | 0.0% | 0.3% | -1.3% |
| 24 | NICOLET BANKSHARES INC | 7,314 | $414,045 | 0.0% | 0.2% | +1.6% |
| 25 | REAP Financial Group, LLC | 7,024 | $397,642 | 0.1% | 0.2% | -29.5% |
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.