Overlay Shares Large Cap Equity ETF (OVL) Institutional Ownership $50.66 +0.20 (+0.40%) As of 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% 5/15/2025 OLD Mission Capital LLC9,172$402K0.0%N/A0.215% 4/17/2025 Janney Montgomery Scott LLC37,408$1.64M0.0%-18.2%0.924% 4/9/2025 NBC Securities Inc.13,291$582K0.0%+102,138.5%0.293% 4/9/2025 Fiduciary Alliance LLC8,394$368K0.0%+7.5%0.185% 2/13/2025 Waterloo Capital L.P.10,077$470K0.0%-13.2%0.265% 2/12/2025 JPMorgan Chase & Co.34,472$1.61M0.0%-79.7%0.907% 1/17/2025 Janney Montgomery Scott LLC45,757$2.13M0.0%-8.1%1.204% 1/13/2025 Fiduciary 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. 12/26/2024 JPMorgan Chase & Co.169,776$7.89M0.0%-0.7%4.468% 10/29/2024 Janney Montgomery Scott LLC49,793$2.31M0.0%-5.2%1.310% 10/15/2024 NBC Securities Inc.13,660$634K0.1%-13.3%0.359% 10/11/2024 Fiduciary Alliance LLC5,217$242K0.0%N/A0.137% 8/12/2024 Waterloo Capital L.P.11,756$518K0.1%-6.6%0.309% 5/1/2024 Janney Montgomery Scott LLC57,517$2.45M0.0%-1.5%1.743% 4/5/2024 NBC Securities Inc.16,555$715K0.1%+16.8%0.385% 2/8/2024 Janney Montgomery Scott LLC58,365$2.20M0.0%-0.7%1.357% 2/7/2024 NBC Securities Inc.14,177$533K0.1%-4.7%0.330% 1/8/2024 Country Trust Bank1,359,906$51.21M1.4%-42.8%31.626% 11/8/2023 Janney Montgomery Scott LLC58,755$2.00M0.0%-3.5%1.366% 11/4/2023 NBC Securities Inc.14,881$505K0.1%N/A0.346% 7/26/2023 Janney Montgomery Scott LLC60,857$2.18M0.0%+1.6%1.466% 4/28/2023 Janney Montgomery Scott LLC59,918$1.97M0.0%-0.7%1.444% 3/6/2023 OLD Mission Capital LLC13,092$399K0.0%N/A0.195% 2/1/2023 Janney Montgomery Scott LLC60,347$1.84M0.0%-2.7%0.901% 11/15/2022Bison Wealth LLC55,778$1.60M0.6%+73.5%0.706% 11/14/2022 Horizon Investments LLC113,599$3.23M0.1%+6.1%1.438% 10/25/2022 Janney Montgomery Scott LLC61,995$1.78M0.0%-21.3%0.795% 10/6/2022 Advocacy Wealth Management Services LLC3,484,083$105.53M15.4%+5.7%45.248% 8/5/2022 OLD Mission Capital LLC43,089$1.34M0.0%+219.1%0.560% 8/3/2022 Janney Montgomery Scott LLC78,803$2.45M0.0%+12.3%1.023% 7/12/2022 Country Trust Bank2,379,381$73.91M2.3%+40.8%31.308% 7/6/2022 Advocacy Wealth Management Services LLC3,297,017$102.41M16.5%+29.1%43.382% 4/25/2022 Country Trust Bank1,690,100$64.83M1.8%+79.5%22.460% 4/4/2022 Advocacy Wealth Management Services LLC2,553,976$98.21M17.1%-8.6%34.397% 2/10/2022 OLD Mission Capital LLC13,608$553K0.0%-49.9%0.197% 1/5/2022 Advocacy Wealth Management Services LLC2,794,435$113.54M19.0%+3.0%46.381% 11/12/2021 OLD Mission Capital LLC27,180$1.01M0.0%+127.8%0.508% 10/29/2021 Janney Montgomery Scott LLC60,033$2.23M0.0%-4.4%1.138% Take a look at this picture ... (Ad)A strange investment secret — discovered just a few short weeks before this image was taken — correctly predicted it all. Even crazier, this secret accurately called every major financial event in recent history … Now it's signaling something very scary is about to hit the market again …To find out more about this Great Depression secret … Click here for all the details.10/5/2021 Advocacy Wealth Management Services LLC2,712,489$100.83M18.2%+1.5%52.163% 8/13/2021 OLD 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. Related Companies iShares Currency Hedged MSCI EAFE Small-Cap ETF Major Shareholders FundX ETF Major Shareholders Direxion Daily CSI 300 China A Share Bull 2x Shares Major Shareholders Polen Capital Global Growth ETF Major Shareholders AllianzIM U.S. Large Cap Buffer20 Apr ETF Major Shareholders AllianzIM U.S. Large Cap Buffer20 Aug ETF Major Shareholders AllianzIM U.S. Large Cap Buffer10 Jan ETF Major Shareholders iShares Nasdaq Top 30 Stocks ETF Major Shareholders SGI Enhanced Market Leaders ETF Major Shareholders OneAscent Large Cap Core ETF Major Shareholders This page (NYSEARCA:OVL) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredEveryone’s watching Nvidia right now. 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