Overlay Shares Core Bond ETF (OVB) Institutional Ownership $20.25 -0.03 (-0.15%) As of 06/13/2025 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)$24.77MNumber 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 CompanyDetails5/13/2025 HighTower Advisors LLC525,631$10.77M0.0%+9.3%20.776% 5/5/2025 IFP Advisors Inc85,704$1.76M0.1%+11.8%3.374% 2/27/2025 REAP Financial Group LLC20,603$417K0.1%-8.3%0.916% 2/25/2025 Armis Advisers LLC887,833$17.95M2.2%N/A39.459% 2/14/2025Bison Wealth LLC459,206$9.29M0.9%+77.9%18.150% 2/12/2025 Orion Portfolio Solutions LLC18,502$374K0.0%N/A0.841% 2/11/2025 Sandy Spring Bank26,297$532K0.0%+30.0%1.195% 2/7/2025 HighTower Advisors LLC480,768$9.72M0.0%+1.6%21.853% 2/4/2025 IFP Advisors Inc76,685$1.55M0.1%+2.4%3.486% 12/26/2024 JPMorgan Chase & Co.9,437$204K0.0%-7.9%0.429% 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. 11/15/2024 HighTower Advisors LLC473,029$10.20M0.0%+8.7%21.501% 11/14/2024 RPg Family Wealth Advisory LLC6,400$138K0.0%N/A0.291% 1/30/2024Bison Wealth LLC207,685$4.27M0.8%-14.6%9.030% 1/26/2024 Sandy Spring Bank20,266$417K0.0%+3.9%0.881% 1/24/2024 International Assets Investment Management LLC5,389$111K0.0%N/A0.234% 1/9/2024 IFP Advisors Inc77,224$1.59M0.1%-3.6%3.358% 11/13/2023Bison Wealth LLC243,126$4.77M0.9%-29.3%10.571% 11/8/2023 HighTower Advisors LLC435,364$8.52M0.0%+12.8%18.929% 10/30/2023 Sandy Spring Bank19,499$383K0.0%-11.3%0.848% 10/12/2023 IFP Advisors Inc80,119$1.57M0.1%+11.4%3.483% 8/14/2023 IFP Advisors Inc71,950$1.49M0.1%+7.2%3.128% 8/14/2023 Resurgent Financial Advisors LLC5,617$116K0.1%-15.5%0.244% 8/14/2023Bison Wealth LLC343,915$7.13M1.3%+3.1%14.953% 8/4/2023 Sandy Spring Bank21,994$456K0.0%-2.8%0.956% 8/4/2023 IFP 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% 5/12/2023 MRP Capital Investments LLC5,000$105K0.1%+1,624.1%0.217% 5/12/2023 HighTower Advisors LLC387,171$8.14M0.0%+35.4%16.834% 4/18/2023 IFP Advisors Inc67,094$1.68M0.1%-40.1%2.917% 4/18/2023 Fiduciary Alliance LLC90,327$1.90M0.5%-3.5%3.927% 3/6/2023 OLD Mission Capital LLC11,256$228K0.0%-75.5%0.489% 2/10/2023Bison Wealth LLC255,933$5.37M1.7%+81.4%11.128% 2/10/2023 Sandy Spring Bank22,376$454K0.0%-53.8%0.973% 2/9/2023 HighTower Advisors LLC286,041$5.80M0.0%-28.3%12.437% 2/7/2023 IFP Advisors Inc112,097$2.81M0.1%-28.6%4.874% 1/20/2023 HB 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% 11/14/2022 OLD Mission Capital LLC45,932$928K0.0%+15.5%1.767% Trump’s treachery (Ad)Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma11/2/2022 Sandy Spring Bank48,406$978K0.1%+2.2%1.862% 10/25/2022Raymond James & Associates23,527$475K0.0%-43.6%0.905% 8/5/2022 OLD 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% 7/21/2022 Sandy Spring Bank47,364$1.04M0.1%-4.3%1.528% 7/6/2022 Advocacy Wealth Management Services LLC9,838$216K0.0%-99.7%0.317% 5/16/2022 Horizon Investments LLC108,308$2.55M0.1%+3.8%3.438% 5/12/2022Bison Wealth LLC77,823$1.85M0.9%N/A2.471% 5/12/2022 HighTower 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% 5/3/2022 Sandy Spring Bank49,470$1.18M0.1%+8.2%1.570% 4/27/2022 ProVise Management Group LLC12,475$297K0.0%-72.4%0.387% 4/4/2022 Advocacy Wealth Management Services LLC3,185,715$75.61M13.2%-1.9%48.637% 2/16/2022 Horizon Investments LLC104,393$2.66M0.1%+5.3%1.618% 2/14/2022 Hilltop Holdings Inc.24,577$627K0.1%N/A0.381% 2/10/2022 HighTower 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% 1/18/2022 ProVise Management Group LLC45,229$1.15M0.1%-76.9%0.776% 1/12/2022 IFP Advisors Inc47,160$1.20M0.0%+452.5%0.810% 1/5/2022 Advocacy Wealth Management Services LLC3,246,548$82.87M13.9%+1.1%55.975% 11/15/2021 Horizon Investments LLC99,141$2.55M0.1%+2.9%1.786% 11/15/2021 HighTower Advisors LLC40,437$1.05M0.0%+5.7%0.729% 11/12/2021 OLD Mission Capital LLC28,601$744K0.0%N/A0.515% 11/5/2021 Sandy 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% 10/20/2021 ProVise Management Group LLC196,135$5.10M0.5%-26.8%3.582% 10/6/2021 IFP Advisors Inc8,536$223K0.0%+31.3%0.154% 10/5/2021 Advocacy Wealth Management Services LLC3,210,661$83.49M15.1%+0.3%57.850% 8/16/2021 Royal Bank of Canada29,179$767K0.0%N/A0.575% 8/6/2021 HighTower Advisors LLC38,249$995K0.0%N/A0.754% 8/6/2021 ProVise 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% 8/3/2021 Avestar Capital LLC16,254$427K0.1%N/A0.320% 8/2/2021Lakeview Capital Partners LLC10,407$273K0.1%N/A0.205% 7/31/2021 IFP Advisors Inc6,499$170K0.0%+598.1%0.128% 5/14/2021 Horizon Investments LLC93,009$2.39M0.1%N/A1.938% (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, 12 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), IFP Advisors Inc ($1.76M), Fiduciary Alliance LLC ($1.76M), 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? The following institutional investors have purchased Overlay Shares Core Bond ETF stock in the last 24 months: Armis Advisers LLC ($887.83K), Bison Wealth LLC ($211.35K), HighTower Advisors LLC ($139.92K), IFP Advisors Inc ($28.69K), 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 1,304,925 shares in the last 24 months. This purchase volume represents approximately $26.44M 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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