Overlay Shares Large Cap Equity ETF (OVL) Institutional Ownership $52.25 +0.30 (+0.58%) As of 09/19/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Overlay Shares Large Cap Equity ETF (NYSEARCA:OVL)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$1.59MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$7.37M Get OVL Insider Trade Alerts Want to know when executives and insiders are buying or selling Overlay Shares Large Cap Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data OVL Institutional Buying and Selling by Quarter Overlay Shares Large Cap Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/13/2025 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% Get the Latest News and Ratings for OVL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Overlay Shares Large Cap Equity ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 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% 4/25/2022Country Trust Bank1,690,100$64.83M1.8%+79.5%22.460% 4/4/2022Advocacy Wealth Management Services LLC2,553,976$98.21M17.1%-8.6%34.397% 2/10/2022OLD Mission Capital LLC13,608$553K0.0%-49.9%0.197% 1/5/2022Advocacy Wealth Management Services LLC2,794,435$113.54M19.0%+3.0%46.381% 11/12/2021OLD Mission Capital LLC27,180$1.01M0.0%+127.8%0.508% 10/29/2021Janney Montgomery Scott LLC60,033$2.23M0.0%-4.4%1.138% 10/5/2021Advocacy Wealth Management Services LLC2,712,489$100.83M18.2%+1.5%52.163% 8/13/2021OLD Mission Capital LLC11,930$445K0.0%N/A0.235% (Data available from 1/1/2016 forward) OVL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of OVL shares? During the previous two years, the following institutional investors and hedge funds held shares of Overlay Shares Large Cap Equity ETF shares: Country Trust Bank ($51.21M), Janney Montgomery Scott LLC ($1.64M), JPMorgan Chase & Co. ($1.61M), NBC Securities Inc. ($582K), Waterloo Capital L.P. ($470K), OLD Mission Capital LLC ($402K), and Fiduciary Alliance LLC ($245K).Learn more on Overlay Shares Large Cap Equity ETF's institutional investors. Which institutional investors have been buying Overlay Shares Large Cap Equity ETF's stock? The following institutional investors have purchased Overlay Shares Large Cap Equity ETF's stock in the last 24 months: NBC Securities Inc. ($30.54K), OLD Mission Capital LLC ($9.17K), Fiduciary Alliance LLC ($8.39K), and Nicolet Bankshares Inc. ($4.43K). How much institutional buying is happening at Overlay Shares Large Cap Equity ETF? Institutional investors have bought a total of 35,269 shares in the last 24 months. This purchase volume represents approximately $1.59M in transactions. Which of Overlay Shares Large Cap Equity ETF's major shareholders have been selling company stock? The following institutional investors have sold Overlay Shares Large Cap Equity ETF stock in the last 24 months: JPMorgan Chase & Co. ($136.46K), Janney Montgomery Scott LLC ($15.11K), Fiduciary Alliance LLC ($3.32K), NBC Securities Inc. ($2.09K), and Waterloo Capital L.P. ($1.54K). How much institutional selling is happening at Overlay Shares Large Cap Equity ETF? Institutional investors have sold a total of 158,524 shares in the last 24 months. This volume of shares sold represents approximately $7.37M in transactions. 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