Who owns Overlay Shares Short Term Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of OVT from SEC Form 13F filings across 16 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, 16 institutions disclosed 2.3M shares of Overlay Shares Short Term Bond ETF worth $50.7M — about 82.9% of shares outstanding; the largest disclosed holder is Bison Wealth, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$50.7M
value, 2026 filers
82.9%
of shares outstanding (2.3M sh)
6
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 OVT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 1.6M | $34.5M | 3.2% | 56.3% | 0.0% |
| 2 | Holcombe Financial, Inc. | 534,387 | $11.7M | 6.6% | 19.1% | +1.5% |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | 34,904 | $761,780 | 0.4% | 1.2% | +28.9% |
| 4 | Oasis Advisors, LLC | 32,976 | $719,702 | 0.5% | 1.2% | -98.7% |
| 5 | Orion Porfolio Solutions, LLC | 23,940 | $522,496 | 0.0% | 0.9% | -78.9% |
| 6 | True Link Financial Advisors, LLCNEW | 23,510 | $513,106 | 0.0% | 0.8% | new |
| 7 | Virtu Financial LLC | 22,826 | $498,000 | 0.0% | 0.8% | -30.8% |
| 8 | LPL Financial LLCNEW | 19,665 | $429,189 | 0.0% | 0.7% | new |
| 9 | RAYMOND JAMES FINANCIAL INC | 15,573 | $339,881 | 0.0% | 0.6% | 0.0% |
| 10 | Nuveen, LLCNEW | 9,598 | $209,477 | 0.0% | 0.3% | new |
| 11 | Atlantic Union Bankshares Corp | 8,421 | $183,785 | 0.0% | 0.3% | +1.6% |
| 12 | WELLS FARGO & COMPANY/MNNEW | 7,268 | $158,624 | 0.0% | 0.3% | new |
| 13 | Global Retirement Partners, LLCNEW | 5,242 | $114,407 | 0.0% | 0.2% | new |
| 14 | REAP Financial Group, LLC | 4,001 | $87,314 | 0.0% | 0.1% | -29.6% |
| 15 | AE Wealth Management LLC | 878 | $19,161 | 0.0% | 0% | +87700.0% |
| 16 | MORGAN STANLEYNEW | 1 | $23 | 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. Research, not investment advice.