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Overlay Shares Core Bond ETF (OVB) Institutional Ownership

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+0.06 (+0.30%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for Overlay Shares Core Bond ETF (NYSEARCA:OVB)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$5.53M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.97M
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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
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%
10/25/2022 Raymond James & Associates23,527$475K0.0%-43.6%0.905%
8/5/2022OLD Mission Capital LLC39,779$873K0.0%+88.1%1.283%
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%
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%
7/6/2022 Advocacy 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%
5/4/2022Envestnet Asset Management Inc.32,840$781K0.0%+1.7%1.043%
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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%
4/4/2022 Advocacy 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%
2/8/2022 Raymond James & Associates42,343$1.08M0.0%-2.7%0.659%
2/4/2022Envestnet 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%
1/5/2022 Advocacy 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%
11/2/2021 Raymond James & Associates43,531$1.13M0.0%+3.3%0.784%
10/29/2021Janney 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%
10/5/2021 Advocacy 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%
8/4/2021Envestnet 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%
4/22/2021ProVise Management Group LLC300,964$7.73M0.8%-18.7%6.270%
4/5/2021 Advocacy Wealth Management Services LLC3,139,852$80.95M16.2%-14.5%68.258%
2/12/2021Prospera Financial Services Inc21,325$565K0.0%+11.5%0.471%
2/2/2021Hoover Financial Advisors Inc.8,821$231K0.1%N/A0.195%
1/19/2021ProVise Management Group LLC370,095$9.81M1.1%+3.8%8.179%
1/6/2021 Advocacy Wealth Management Services LLC3,672,464$97.38M14.6%+5.7%81.159%
11/4/2020Prospera Financial Services Inc19,125$506K0.2%+88.9%0.423%
10/26/2020ProVise Management Group LLC356,396$9.44M1.3%+94.0%7.920%
10/2/2020 Advocacy Wealth Management Services LLC3,472,903$92.15M14.8%+10.2%78.484%
8/10/2020Prospera Financial Services Inc10,125$268K0.0%N/A0.244%
8/7/2020ProVise Management Group LLC183,690$4.87M0.7%N/A4.426%
7/2/2020 Advocacy Wealth Management Services LLC3,151,974$83.56M16.9%-0.2%84.053%
5/18/2020Advisor Group Holdings Inc.22,191$560K0.0%N/A0.643%
5/1/2020UBS Group AG983$25K0.0%N/A0.028%
(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, 16 institutional investors and hedge funds held shares of Overlay Shares Core Bond ETF. The most heavily invested institutionals were HighTower Advisors LLC ($8.52M), Bison Wealth LLC ($4.27M), Horizon Investments LLC ($2.55M), Fiduciary Alliance LLC ($1.76M), IFP Advisors Inc ($1.59M), Envestnet Asset Management Inc. ($553K), and Raymond James & Associates ($475K).Learn more on OVB's institutional investors.

Which institutional investors have been buying Overlay Shares Core Bond ETF stock?

Of the 12 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: HighTower Advisors LLC ($736.24K), Bison Wealth LLC ($343.92K), Fiduciary Alliance LLC ($93.62K), OLD Mission Capital LLC ($24.79K), IFP Advisors Inc ($17.88K), HB Wealth Management LLC ($11.30K), and Sandy Spring Bank ($5.56K).

How much institutional buying is happening at Overlay Shares Core Bond ETF?

Institutional investors have bought a total of 1,248,729 shares in the last 24 months. This purchase volume represents approximately $27.89M in transactions.

Which Overlay Shares Core Bond ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold Overlay Shares Core Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advocacy Wealth Management Services LLC ($3.18M), Bison Wealth LLC ($136.23K), HighTower Advisors LLC ($112.88K), IFP Advisors Inc ($92.81K), OLD Mission Capital LLC ($34.68K), ProVise Management Group LLC ($32.75K), and Sandy Spring Bank ($31.27K).

How much institutional selling is happening at Overlay Shares Core Bond ETF?

Institutional investors have sold a total of 3,652,319 shares in the last 24 months. This volume of shares sold represents approximately $79.45M in transactions.


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This page (NYSEARCA:OVB) was last updated on 4/25/2024 by MarketBeat.com Staff

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