Who owns Overlay Shares Large Cap Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OVL from SEC Form 13F filings across 48 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, 48 institutions disclosed 3.5M shares of Overlay Shares Large Cap Equity ETF worth $200.1M — about 118.7% of shares outstanding; the largest disclosed holder is Bison Wealth, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
48
13F holders
$200.1M
value, 2026 filers
118.7%
of shares outstanding (3.5M sh)
19
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 | NEW WAVE WEALTH ADVISORS LLCNEW | 144,200 | $8.2M | 2.2% | 4.9% | new |
| 5 | JPMORGAN CHASE & CO | 87,170 | $4.9M | 0.0% | 2.9% | -1.4% |
| 6 | ROYAL BANK OF CANADA | 78,400 | $4.4M | 0.0% | 2.6% | +16.9% |
| 7 | LPL Financial LLC | 72,164 | $4.1M | 0.0% | 2.4% | +417.3% |
| 8 | Legacy Private Trust Co. | 63,645 | $3.6M | 0.2% | 2.1% | -26.2% |
| 9 | Janney Montgomery Scott LLC | 48,551 | $2.7M | 0.0% | 1.6% | +31.6% |
| 10 | Johnson & White Wealth Management, LLC | 37,892 | $2.1M | 0.8% | 1.3% | +8.1% |
| 11 | EVOLUTION WEALTH MANAGEMENT INC. | 36,489 | $2.1M | 1.2% | 1.2% | -13.2% |
| 12 | Smartleaf Asset Management LLC | 35,611 | $2.0M | 0.1% | 1.2% | 0.0% |
| 13 | Apollon Wealth Management, LLC | 35,050 | $2.0M | 0.0% | 1.2% | +1.7% |
| 14 | SHELTON CAPITAL MANAGEMENT | 33,869 | $1.9M | 0.0% | 1.1% | +24.8% |
| 15 | Equitable Holdings, Inc. | 31,300 | $1.8M | 0.0% | 1.1% | +135.3% |
| 16 | MILESTONE ASSET MANAGEMENT, LLCNEW | 25,133 | $1.4M | 0.2% | 0.8% | new |
| 17 | CAP Partners, LLCNEW | 15,478 | $876,205 | 0.4% | 0.5% | new |
| 18 | WELLS FARGO & COMPANY/MNNEW | 15,177 | $859,170 | 0.0% | 0.5% | new |
| 19 | Nuveen, LLCNEW | 14,696 | $831,941 | 0.0% | 0.5% | new |
| 20 | LANARK FINANCIAL, INC. | 13,858 | $784,501 | 0.1% | 0.5% | +11.4% |
| 21 | Wealthcare Advisory Partners LLCNEW | 12,719 | $720,050 | 0.0% | 0.4% | new |
| 22 | OLD MISSION CAPITAL LLC | 12,686 | $718,154 | 0.0% | 0.4% | -14.5% |
| 23 | Arax Advisory PartnersNEW | 12,450 | $704,795 | 0.0% | 0.4% | new |
| 24 | PFG Investments, LLCNEW | 12,316 | $697,222 | 0.0% | 0.4% | new |
| 25 | STIFEL FINANCIAL CORP | 12,250 | $693,473 | 0.0% | 0.4% | 0.0% |
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. Research, not investment advice.