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Overlay Shares Large Cap Equity ETF (OVL) Institutional Ownership

Overlay Shares Large Cap Equity ETF logo
$57.58 +0.79 (+1.39%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Overlay Shares Large Cap Equity ETF (BATS:OVL)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$191.79K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$822.64K
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OVL Institutional Buying and Selling by Quarter

Overlay Shares Large Cap Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 Tsfg LLC526$30K0.0%N/A0.008%
4/22/2026 Janney Montgomery Scott LLC36,890$1.86M0.0%-2.7%0.989%
2/11/2026 Janney Montgomery Scott LLC37,921$2.02M0.0%+5.5%1.109%
2/11/2026 JPMorgan Chase & Co.89,684$4.77M0.0%-3.7%2.622%
2/10/2026 Waterloo Capital L.P.9,130$486K0.0%-3.4%0.267%
1/1/2026 JPMorgan Chase & Co.93,132$4.87M0.0%-4.3%2.739%
12/2/2025 IFP Advisors Inc2,604$136K0.0%-49.6%0.077%
11/7/2025 JPMorgan Chase & Co.93,132$4.87M0.0%-4.3%2.739%
10/22/2025 CoreCap Advisors LLC1,094$57K0.0%N/A0.032%
8/13/2025 Nicolet Bankshares Inc.4,425$214K0.0%N/A0.128%
7/9/2025 Fiduciary Alliance LLC5,073$245K0.0%-39.6%0.108%
5/15/2025OLD Mission Capital LLC9,172$402K0.0%N/A0.215%
4/17/2025Janney Montgomery Scott LLC37,408$1.64M0.0%-18.2%0.924%
4/9/2025NBC Securities Inc.13,291$582K0.0%+102,138.5%0.293%
4/9/2025Fiduciary Alliance LLC8,394$368K0.0%+7.5%0.185%
2/13/2025Waterloo Capital L.P.10,077$470K0.0%-13.2%0.265%
2/12/2025JPMorgan Chase & Co.34,472$1.61M0.0%-79.7%0.907%
1/17/2025Janney Montgomery Scott LLC45,757$2.13M0.0%-8.1%1.204%
1/13/2025Fiduciary Alliance LLC7,811$364K0.0%+49.7%0.206%
12/26/2024JPMorgan Chase & Co.169,776$7.89M0.0%-0.7%4.468%
10/29/2024Janney Montgomery Scott LLC49,793$2.31M0.0%-5.2%1.310%
10/15/2024NBC Securities Inc.13,660$634K0.1%-13.3%0.359%
10/11/2024Fiduciary Alliance LLC5,217$242K0.0%N/A0.137%
8/12/2024Waterloo Capital L.P.11,756$518K0.1%-6.6%0.309%
5/1/2024Janney Montgomery Scott LLC57,517$2.45M0.0%-1.5%1.743%
4/5/2024NBC Securities Inc.16,555$715K0.1%+16.8%0.385%
2/8/2024Janney Montgomery Scott LLC58,365$2.20M0.0%-0.7%1.357%
2/7/2024NBC Securities Inc.14,177$533K0.1%-4.7%0.330%
1/8/2024Country Trust Bank1,359,906$51.21M1.4%-42.8%31.626%
11/8/2023Janney Montgomery Scott LLC58,755$2.00M0.0%-3.5%1.366%
11/4/2023NBC Securities Inc.14,881$505K0.1%N/A0.346%
7/26/2023Janney Montgomery Scott LLC60,857$2.18M0.0%+1.6%1.466%
4/28/2023Janney Montgomery Scott LLC59,918$1.97M0.0%-0.7%1.444%
3/6/2023OLD Mission Capital LLC13,092$399K0.0%N/A0.195%
2/1/2023Janney Montgomery Scott LLC60,347$1.84M0.0%-2.7%0.901%
11/15/2022Bison Wealth LLC55,778$1.60M0.6%+73.5%0.706%
11/14/2022Horizon Investments LLC113,599$3.23M0.1%+6.1%1.438%
10/25/2022Janney Montgomery Scott LLC61,995$1.78M0.0%-21.3%0.795%
10/6/2022Advocacy Wealth Management Services LLC3,484,083$105.53M15.4%+5.7%45.248%
8/5/2022OLD Mission Capital LLC43,089$1.34M0.0%+219.1%0.560%
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8/3/2022Janney Montgomery Scott LLC78,803$2.45M0.0%+12.3%1.023%
7/12/2022Country Trust Bank2,379,381$73.91M2.3%+40.8%31.308%
7/6/2022Advocacy Wealth Management Services LLC3,297,017$102.41M16.5%+29.1%43.382%


OVL Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 institutional investors and hedge funds held shares of Overlay Shares Large Cap Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($4.77M), Janney Montgomery Scott LLC ($1.86M), NBC Securities Inc. ($582K), Waterloo Capital L.P. ($486K), OLD Mission Capital LLC ($402K), Fiduciary Alliance LLC ($245K), and Nicolet Bankshares Inc. ($214K).Learn more on Overlay Shares Large Cap Equity ETF's institutional investors.

The following institutional investors have purchased Overlay Shares Large Cap Equity ETF's stock in the last 24 months: NBC Securities Inc. ($13.28K), OLD Mission Capital LLC ($9.17K), Fiduciary Alliance LLC ($8.39K), Nicolet Bankshares Inc. ($4.43K), Janney Montgomery Scott LLC ($1.97K), CoreCap Advisors LLC ($1.09K), and Tsfg LLC ($526.00).

Institutional investors have bought a total of 3,589 shares in the last 24 months. This purchase volume represents approximately $191.79K in transactions.

The following institutional investors have sold Overlay Shares Large Cap Equity ETF stock in the last 24 months: JPMorgan Chase & Co. ($11.79K), IFP Advisors Inc ($2.56K), Janney Montgomery Scott LLC ($1.03K), and Waterloo Capital L.P. ($321.00).

Institutional investors have sold a total of 15,699 shares in the last 24 months. This volume of shares sold represents approximately $822.64K in transactions.


Related Companies

Institutional ownership data for BATS:OVL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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