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Overlay Shares Core Bond ETF (OVB) Institutional Ownership

$19.67 +0.11 (+0.56%)
Closing price 04:10 PM Eastern
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$19.67 0.00 (0.00%)
As of 07:46 PM Eastern
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Institutional Ownership Changes (13F Filings) for Overlay Shares Core Bond ETF (BATS:OVB)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$1.88M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$625.51K
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Skip Chart & View Institutional Buying and Selling Data

OVB Institutional Buying and Selling by Quarter

Overlay Shares Core Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/3/2026 Ethos Capital Management Inc.45,110$875K0.6%-14.8%1.920%
1/21/2026 Ethos Capital Management Inc.91,422$1.88M1.8%N/A5.643%
12/2/2025 IFP Advisors Inc4,185$87K0.0%-84.4%0.262%
5/13/2025HighTower Advisors LLC525,631$10.77M0.0%+9.3%20.776%
5/5/2025IFP Advisors Inc85,704$1.76M0.1%+11.8%3.374%
2/27/2025REAP Financial Group LLC20,603$417K0.1%-8.3%0.916%
2/25/2025Armis Advisers LLC887,833$17.95M2.2%N/A39.459%
2/14/2025Bison Wealth LLC459,206$9.29M0.9%+77.9%18.150%
2/12/2025Orion Portfolio Solutions LLC18,502$374K0.0%N/A0.841%
2/11/2025Sandy Spring Bank26,297$532K0.0%+30.0%1.195%
2/7/2025HighTower Advisors LLC480,768$9.72M0.0%+1.6%21.853%
2/4/2025IFP Advisors Inc76,685$1.55M0.1%+2.4%3.486%
12/26/2024JPMorgan Chase & Co.9,437$204K0.0%-7.9%0.429%
11/15/2024HighTower Advisors LLC473,029$10.20M0.0%+8.7%21.501%
11/14/2024RPg Family Wealth Advisory LLC6,400$138K0.0%N/A0.291%
1/30/2024Bison Wealth LLC207,685$4.27M0.8%-14.6%9.030%
1/26/2024Sandy Spring Bank20,266$417K0.0%+3.9%0.881%
1/24/2024International Assets Investment Management LLC5,389$111K0.0%N/A0.234%
1/9/2024IFP Advisors Inc77,224$1.59M0.1%-3.6%3.358%
11/13/2023Bison Wealth LLC243,126$4.77M0.9%-29.3%10.571%
11/8/2023HighTower Advisors LLC435,364$8.52M0.0%+12.8%18.929%
10/30/2023Sandy Spring Bank19,499$383K0.0%-11.3%0.848%
10/12/2023IFP Advisors Inc80,119$1.57M0.1%+11.4%3.483%
8/14/2023IFP Advisors Inc71,950$1.49M0.1%+7.2%3.128%
8/14/2023Resurgent Financial Advisors LLC5,617$116K0.1%-15.5%0.244%
8/14/2023Bison Wealth LLC343,915$7.13M1.3%+3.1%14.953%
8/4/2023Sandy Spring Bank21,994$456K0.0%-2.8%0.956%
8/4/2023IFP Advisors Inc71,950$1.80M0.1%+7.2%3.128%
7/18/2023Fiduciary Alliance LLC84,673$1.76M0.4%-6.3%3.528%
5/15/2023Bison Wealth LLC333,687$7.01M2.2%+30.4%14.508%
5/12/2023MRP Capital Investments LLC5,000$105K0.1%+1,624.1%0.217%
5/12/2023HighTower Advisors LLC387,171$8.14M0.0%+35.4%16.834%
4/18/2023IFP Advisors Inc67,094$1.68M0.1%-40.1%2.917%
4/18/2023Fiduciary Alliance LLC90,327$1.90M0.5%-3.5%3.927%
3/6/2023OLD Mission Capital LLC11,256$228K0.0%-75.5%0.489%
2/10/2023Bison Wealth LLC255,933$5.37M1.7%+81.4%11.128%
2/10/2023Sandy Spring Bank22,376$454K0.0%-53.8%0.973%
2/9/2023HighTower Advisors LLC286,041$5.80M0.0%-28.3%12.437%
2/7/2023IFP Advisors Inc112,097$2.81M0.1%-28.6%4.874%
1/20/2023HB Wealth Management LLC11,303$229K0.0%N/A0.491%
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1/19/2023Fiduciary Alliance LLC93,622$1.90M0.5%N/A4.071%
11/15/2022Bison Wealth LLC141,094$2.85M1.1%+15.3%5.427%
11/14/2022OLD Mission Capital LLC45,932$928K0.0%+15.5%1.767%
11/2/2022Sandy Spring Bank48,406$978K0.1%+2.2%1.862%
10/25/2022Raymond James & Associates23,527$475K0.0%-43.6%0.905%
8/3/2022Envestnet Asset Management Inc.25,206$553K0.0%-23.2%0.813%
8/3/2022Janney Montgomery Scott LLC9,517$209K0.0%+9.7%0.307%


OVB Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 institutional investors and hedge funds held shares of Overlay Shares Core Bond ETF. The most heavily invested institutionals were Armis Advisers LLC ($17.95M), HighTower Advisors LLC ($10.77M), Bison Wealth LLC ($9.29M), Ethos Capital Management Inc. ($875K), Sandy Spring Bank ($532K), REAP Financial Group LLC ($417K), and Orion Portfolio Solutions LLC ($374K).Learn more on Overlay Shares Core Bond ETF's institutional investors.

The following institutional investors have purchased Overlay Shares Core Bond ETF's stock in the last 24 months: Armis Advisers LLC ($887.83K), Bison Wealth LLC ($201.12K), Ethos Capital Management Inc. ($91.42K), HighTower Advisors LLC ($90.59K), Orion Portfolio Solutions LLC ($18.50K), IFP Advisors Inc ($10.81K), and RPg Family Wealth Advisory LLC ($6.40K).

Institutional investors have bought a total of 91,422 shares in the last 24 months. This purchase volume represents approximately $1.88M in transactions.

The following institutional investors have sold Overlay Shares Core Bond ETF stock in the last 24 months: IFP Advisors Inc ($22.72K), and Ethos Capital Management Inc. ($7.85K).

Institutional investors have sold a total of 30,568 shares in the last 24 months. This volume of shares sold represents approximately $625.51K in transactions.


Related Companies

Institutional ownership data for BATS:OVB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/3/2026. New 13F filings are added each quarter as they're published.
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