Who owns Overlay Shares Hedged 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 OVLH from SEC Form 13F filings across 24 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, 24 institutions disclosed 2.3M shares of Overlay Shares Hedged Large Cap Equity ETF worth $95.1M — about 111.5% of shares outstanding; the largest disclosed holder is Bison Wealth, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
24
13F holders
$95.1M
value, 2026 filers
111.5%
of shares outstanding (2.3M 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 OVLH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 1.1M | $46.0M | 4.2% | 53.8% | +5.2% |
| 2 | Holcombe Financial, Inc. | 354,916 | $14.8M | 8.4% | 17.4% | +1.2% |
| 3 | Delta Investment Management, LLC | 285,957 | $11.9M | 2.0% | 14% | +5.0% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 235,472 | $9.8M | 0.0% | 11.5% | +33.9% |
| 5 | LPL Financial LLC | 70,077 | $2.9M | 0.0% | 3.4% | -2.2% |
| 6 | Apollon Wealth Management, LLC | 69,381 | $2.9M | 0.0% | 3.4% | +25.0% |
| 7 | PACIFIC FINANCIAL GROUP INC | 53,268 | $2.2M | 1.1% | 2.6% | -0.8% |
| 8 | STIFEL FINANCIAL CORP | 20,645 | $862,548 | 0.0% | 1% | 0.0% |
| 9 | FIFTH THIRD BANCORP | 16,264 | $679,510 | 0.0% | 0.8% | 0.0% |
| 10 | Nuveen, LLCNEW | 11,181 | $467,143 | 0.0% | 0.5% | new |
| 11 | PKS Advisory Services, LLCNEW | 10,924 | $456,433 | 0.1% | 0.5% | new |
| 12 | RAYMOND JAMES FINANCIAL INC | 8,871 | $370,630 | 0.0% | 0.4% | 0.0% |
| 13 | Oasis Advisors, LLCNEW | 8,556 | $357,455 | 0.2% | 0.4% | new |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | 6,939 | $289,893 | 0.0% | 0.3% | -0.1% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 5,981 | $249,897 | 0.0% | 0.3% | -0.7% |
| 16 | WELLS FARGO & COMPANY/MNNEW | 5,795 | $242,115 | 0.0% | 0.3% | new |
| 17 | IFP Advisors, Inc | 2,679 | $111,929 | 0.0% | 0.1% | +2.3% |
| 18 | REAP Financial Group, LLC | 2,679 | $111,938 | 0.0% | 0.1% | -30.5% |
| 19 | CoreCap Advisors, LLC | 2,376 | $99,269 | 0.0% | 0.1% | +79.9% |
| 20 | Luminist Capital LLCNEW | 1,306 | $52,735 | 0.1% | 0.1% | new |
| 21 | EVOLUTION WEALTH MANAGEMENT INC. | 1,247 | $52,100 | 0.0% | 0.1% | 0.0% |
| 22 | ROYAL BANK OF CANADA | 668 | $28,000 | 0.0% | 0% | -19.4% |
| 23 | MORGAN STANLEY | 319 | $13,328 | 0.0% | 0% | -72.1% |
| 24 | AE Wealth Management LLC | 1 | $24 | 0.0% | 0% | 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 · options positioning · supply chain. Research, not investment advice.