Overlay Shares Core Bond ETF (OVB) Institutional Ownership $20.53 0.00 (0.00%) As of 05/22/2026 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)1TotalInstitutional Inflows(last 12 months)$1.88MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$473.22K 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. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/21/2026 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% 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. 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% 1/19/2023Fiduciary Alliance LLC93,622$1.90M0.5%N/A4.071% Goldman Sachs just told you what to buy (most people missed it) (Ad)Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.See the stock positioned to solve AI's biggest power crisis11/15/2022Bison 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% 8/5/2022OLD 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% 7/6/2022Advocacy 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% 5/4/2022Envestnet 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% OVB Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of OVB shares? 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. ($1.88M), 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. Which institutional investors have been buying Overlay Shares Core Bond ETF's stock? 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). How much institutional buying is happening at Overlay Shares Core Bond ETF? Institutional investors have bought a total of 91,422 shares in the last 24 months. This purchase volume represents approximately $1.88M in transactions. Which of Overlay Shares Core Bond ETF's major shareholders have been selling company stock? The following institutional investors have sold Overlay Shares Core Bond ETF stock in the last 24 months: IFP Advisors Inc ($22.72K). How much institutional selling is happening at Overlay Shares Core Bond ETF? Institutional investors have sold a total of 22,718 shares in the last 24 months. This volume of shares sold represents approximately $473.22K in transactions. Related Companies NMB Major Shareholders MYCF Major Shareholders PMIO Major Shareholders XFIX Major Shareholders BBCB Major Shareholders AAA Major Shareholders MSTI Major Shareholders GUMI Major Shareholders FCBD Major Shareholders ZTRE Major Shareholders This page (NYSEARCA:OVB) was last updated on 5/25/2026 by MarketBeat.com Staff. 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