Who owns Overlay Shares Short Term Bond ETF?
Institutional ownership of OVT from SEC Form 13F filings across 13 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.
13
13F holders
$37.3M
value, 2026 filers
60.9%
of shares outstanding (1.7M 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 | EVOLUTION WEALTH MANAGEMENT INC. | 34,904 | $761,780 | 0.4% | 1.2% | +28.9% |
| 3 | Orion Porfolio Solutions, LLC | 23,940 | $522,496 | 0.0% | 0.9% | -78.9% |
| 4 | LPL Financial LLCNEW | 19,665 | $429,189 | 0.0% | 0.7% | new |
| 5 | RAYMOND JAMES FINANCIAL INC | 15,573 | $339,881 | 0.0% | 0.6% | 0.0% |
| 6 | Nuveen, LLCNEW | 9,598 | $209,477 | 0.0% | 0.3% | new |
| 7 | Atlantic Union Bankshares Corp | 8,421 | $183,785 | 0.0% | 0.3% | +1.6% |
| 8 | WELLS FARGO & COMPANY/MNNEW | 7,268 | $158,624 | 0.0% | 0.3% | new |
| 9 | Global Retirement Partners, LLCNEW | 5,242 | $114,407 | 0.0% | 0.2% | new |
| 10 | REAP Financial Group, LLC | 4,001 | $87,314 | 0.0% | 0.1% | -29.6% |
| 11 | AE Wealth Management LLC | 878 | $19,161 | 0.0% | 0% | +87700.0% |
| 12 | MERCER GLOBAL ADVISORS INC /ADVNEW | 316 | $6,897 | 0.0% | 0% | new |
| 13 | 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 · options positioning · supply chain. Research, not investment advice.