Who owns Overlay Shares Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OVM from SEC Form 13F filings across 9 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, 9 institutions disclosed 1.3M shares of Overlay Shares Municipal Bond ETF worth $28.2M — about 64.6% of shares outstanding; the largest disclosed holder is Bison Wealth, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$28.2M
value, 2026 filers
64.6%
of shares outstanding (1.3M sh)
1
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 OVM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 1.2M | $25.4M | 2.3% | 58.2% | +15.2% |
| 2 | IFP Advisors, Inc | 49,135 | $1.1M | 0.0% | 2.5% | -4.6% |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | 21,607 | $470,676 | 0.3% | 1.1% | +4300.6% |
| 4 | PMG Family Office LLCNEW | 20,514 | $446,867 | 0.4% | 1% | new |
| 5 | MML INVESTORS SERVICES, LLC | 13,484 | $293,726 | 0.0% | 0.7% | +1.0% |
| 6 | RAYMOND JAMES FINANCIAL INC | 11,519 | $250,924 | 0.0% | 0.6% | 0.0% |
| 7 | Cetera Investment Advisers | 9,699 | $211,278 | 0.0% | 0.5% | 0.0% |
| 8 | OSAIC HOLDINGS, INC. | 1,869 | $40,730 | 0.0% | 0.1% | 0.0% |
| 9 | MORGAN STANLEY | 1 | $31 | 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. Research, not investment advice.