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Overlay Shares Large Cap Equity ETF (OVL) Institutional Ownership

Overlay Shares Large Cap Equity ETF logo
$58.48 -0.10 (-0.17%)
As of 12:01 PM Eastern
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Institutional Ownership Changes (13F Filings) for Overlay Shares Large Cap Equity ETF (NYSEARCA:OVL)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$162.01K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$822.64K
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OVL Institutional Buying and Selling by Quarter

Overlay Shares Large Cap Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2026 Janney Montgomery Scott LLC36,890$1.86M0.0%-2.7%0.989%
2/11/2026 Janney Montgomery Scott LLC37,921$2.02M0.0%+5.5%1.109%
2/11/2026 JPMorgan Chase & Co.89,684$4.77M0.0%-3.7%2.622%
2/10/2026 Waterloo Capital L.P.9,130$486K0.0%-3.4%0.267%
1/1/2026 JPMorgan Chase & Co.93,132$4.87M0.0%-4.3%2.739%
12/2/2025 IFP Advisors Inc2,604$136K0.0%-49.6%0.077%
11/7/2025 JPMorgan Chase & Co.93,132$4.87M0.0%-4.3%2.739%
10/22/2025 CoreCap Advisors LLC1,094$57K0.0%N/A0.032%
8/13/2025 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%
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%
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7/12/2022Country Trust Bank2,379,381$73.91M2.3%+40.8%31.308%
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OVL Institutional Ownership - Frequently Asked Questions

During the previous two years, 9 institutional investors and hedge funds held shares of Overlay Shares Large Cap Equity ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($4.77M), Janney Montgomery Scott LLC ($1.86M), NBC Securities Inc. ($582K), Waterloo Capital L.P. ($486K), OLD Mission Capital LLC ($402K), Fiduciary Alliance LLC ($245K), and Nicolet Bankshares Inc. ($214K).Learn more on Overlay Shares Large Cap Equity ETF's institutional investors.

The following institutional investors have purchased Overlay Shares Large Cap Equity ETF's stock in the last 24 months: NBC Securities Inc. ($13.28K), OLD Mission Capital LLC ($9.17K), Fiduciary Alliance LLC ($8.39K), Nicolet Bankshares Inc. ($4.43K), Janney Montgomery Scott LLC ($1.97K), and CoreCap Advisors LLC ($1.09K).

Institutional investors have bought a total of 3,063 shares in the last 24 months. This purchase volume represents approximately $162.01K in transactions.

The following institutional investors have sold Overlay Shares Large Cap Equity ETF stock in the last 24 months: JPMorgan Chase & Co. ($11.79K), IFP Advisors Inc ($2.56K), Janney Montgomery Scott LLC ($1.03K), and Waterloo Capital L.P. ($321.00).

Institutional investors have sold a total of 15,699 shares in the last 24 months. This volume of shares sold represents approximately $822.64K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:OVL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 4/22/2026. New 13F filings are added each quarter as they're published.
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