Overlay Shares Core Bond ETF (OVB) Institutional Ownership $20.07 -0.11 (-0.55%) As of 05/2/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Overlay Shares Core Bond ETF (NYSEARCA:OVB)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$23.67MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$55.09K Get OVB Insider Trade Alerts Want to know when executives and insiders are buying or selling Overlay Shares Core Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data OVB Institutional Buying and Selling by Quarter Overlay Shares Core Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/27/2025REAP 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$9.29M2.0%+77.9%20.873% 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% Get the Latest News and Ratings for OVB and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Overlay Shares Core Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 1/24/2024 International 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% 7/18/2023 Fiduciary 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% 4/18/2023 Fiduciary 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% 1/19/2023 Fiduciary 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% Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.All the details are waiting for you now — but you need to act before the May 1st funding window clos8/5/2022OLD Mission Capital LLC39,779$873K0.0%+88.1%1.283% 8/3/2022 Envestnet Asset Management Inc.25,206$553K0.0%-23.2%0.813% 8/3/2022 Janney Montgomery Scott LLC9,517$209K0.0%+9.7%0.307% 7/22/2022Bison Wealth LLC122,370$2.68M1.5%+57.2%3.947% 7/21/2022Sandy Spring Bank47,364$1.04M0.1%-4.3%1.528% 7/6/2022Advocacy Wealth Management Services LLC9,838$216K0.0%-99.7%0.317% 5/16/2022Horizon Investments LLC108,308$2.55M0.1%+3.8%3.438% 5/12/2022Bison Wealth LLC77,823$1.85M0.9%N/A2.471% 5/12/2022HighTower Advisors LLC628,097$14.91M0.0%+1,384.1%19.940% 5/4/2022 Envestnet Asset Management Inc.32,840$781K0.0%+1.7%1.043% 5/3/2022Sandy Spring Bank49,470$1.18M0.1%+8.2%1.570% 4/27/2022ProVise Management Group LLC12,475$297K0.0%-72.4%0.387% 4/4/2022Advocacy Wealth Management Services LLC3,185,715$75.61M13.2%-1.9%48.637% 2/16/2022Horizon Investments LLC104,393$2.66M0.1%+5.3%1.618% 2/14/2022Hilltop Holdings Inc.24,577$627K0.1%N/A0.381% 2/10/2022HighTower Advisors LLC42,321$1.08M0.0%+4.7%0.656% 2/8/2022Raymond James & Associates42,343$1.08M0.0%-2.7%0.659% 2/4/2022 Envestnet Asset Management Inc.32,282$824K0.0%+10.9%0.502% 1/18/2022ProVise Management Group LLC45,229$1.15M0.1%-76.9%0.776% 1/12/2022IFP Advisors Inc47,160$1.20M0.0%+452.5%0.810% 1/5/2022Advocacy Wealth Management Services LLC3,246,548$82.87M13.9%+1.1%55.975% 11/15/2021Horizon Investments LLC99,141$2.55M0.1%+2.9%1.786% 11/15/2021HighTower Advisors LLC40,437$1.05M0.0%+5.7%0.729% 11/12/2021OLD Mission Capital LLC28,601$744K0.0%N/A0.515% 11/5/2021Sandy Spring Bank26,928$700K0.0%N/A0.485% 11/3/2021Lakeview Capital Partners LLC6,594$171K0.1%-36.6%0.119% 11/2/2021Raymond James & Associates43,531$1.13M0.0%+3.3%0.784% 10/29/2021 Janney Montgomery Scott LLC8,683$226K0.0%-7.0%0.156% 10/20/2021ProVise Management Group LLC196,135$5.10M0.5%-26.8%3.582% 10/6/2021IFP Advisors Inc8,536$223K0.0%+31.3%0.154% 10/5/2021Advocacy Wealth Management Services LLC3,210,661$83.49M15.1%+0.3%57.850% 8/16/2021Royal Bank of Canada29,179$767K0.0%N/A0.575% 8/6/2021HighTower Advisors LLC38,249$995K0.0%N/A0.754% 8/6/2021ProVise Management Group LLC267,769$7.04M0.7%-11.0%5.276% 8/4/2021 Envestnet Asset Management Inc.28,776$756K0.0%N/A0.567% 8/3/2021Avestar Capital LLC16,254$427K0.1%N/A0.320% 8/2/2021Lakeview Capital Partners LLC10,407$273K0.1%N/A0.205% 7/31/2021IFP Advisors Inc6,499$170K0.0%+598.1%0.128% 5/14/2021Horizon Investments LLC93,009$2.39M0.1%N/A1.938% 5/6/2021Prospera Financial Services Inc20,125$517K0.0%-5.6%0.419% (Data available from 1/1/2016 forward) OVB Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of OVB shares? During the previous two years, 13 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 ($9.72M), Bison Wealth LLC ($9.29M), Fiduciary Alliance LLC ($1.76M), IFP Advisors Inc ($1.55M), Sandy Spring Bank ($532K), and REAP Financial Group LLC ($417K).Learn more on OVB's institutional investors. Which institutional investors have been buying Overlay Shares Core Bond ETF stock? Of the 9 institutional investors that purchased Overlay Shares Core Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Armis Advisers LLC ($887.83K), Bison Wealth LLC ($289.11K), HighTower Advisors LLC ($196.19K), IFP Advisors Inc ($19.67K), Orion Portfolio Solutions LLC ($18.50K), Sandy Spring Bank ($6.83K), and RPg Family Wealth Advisory LLC ($6.40K). How much institutional buying is happening at Overlay Shares Core Bond ETF? Institutional investors have bought a total of 1,434,637 shares in the last 24 months. This purchase volume represents approximately $29.20M in transactions. Which Overlay Shares Core Bond ETF major shareholders have been selling company stock? The following institutional investors have sold Overlay Shares Core Bond ETF stock in the last 24 months: Bison Wealth LLC ($136.23K), Fiduciary Alliance LLC ($5.65K), Sandy Spring Bank ($3.14K), IFP Advisors Inc ($2.90K), REAP Financial Group LLC ($1.86K), Resurgent Financial Advisors LLC ($1.03K), and JPMorgan Chase & Co. ($815.00). How much institutional selling is happening at Overlay Shares Core Bond ETF? Institutional investors have sold a total of 151,612 shares in the last 24 months. This volume of shares sold represents approximately $3.02M in transactions. 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