Overlay Shares Large Cap Equity ETF (OVL) Institutional Ownership $48.97 +0.01 (+0.02%) As of 07/18/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Overlay Shares Large Cap Equity ETF (NYSEARCA:OVL)Number ofInstitutional Buyers(last 12 months)3TotalInstitutional Inflows(last 12 months)$1.37MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$7.41M 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. Email Address 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 CompanyDetails7/9/2025 Fiduciary Alliance LLC5,073$245K0.0%-39.6%0.108% 5/15/2025OLD Mission Capital LLC9,172$402K0.0%N/A0.215% 4/17/2025 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% 2/13/2025Waterloo 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% 1/17/2025 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% 12/26/2024JPMorgan Chase & Co.169,776$7.89M0.0%-0.7%4.468% 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. 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% 8/12/2024Waterloo 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% 1/8/2024Country 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% 3/6/2023OLD 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% 11/14/2022Horizon 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% 10/6/2022Advocacy 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% 8/3/2022 Janney 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% 10/29/2021 Janney 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% This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin8/13/2021OLD Mission Capital LLC11,930$445K0.0%N/A0.235% 7/20/2021Country Trust Bank941,400$35.13M1.0%N/A18.734% (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), and 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 Janney Montgomery Scott LLC ($939.00). How much institutional buying is happening at Overlay Shares Large Cap Equity ETF? Institutional investors have bought a total of 30,844 shares in the last 24 months. This purchase volume represents approximately $1.37M 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), Waterloo Capital L.P. ($2.38K), and NBC Securities Inc. ($2.09K). How much institutional selling is happening at Overlay Shares Large Cap Equity ETF? Institutional investors have sold a total of 159,361 shares in the last 24 months. This volume of shares sold represents approximately $7.41M in transactions. 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