Who owns Overlay Shares Large Cap Equity Etf etf?
- Ticker: OVL
- CUSIP Number: 53656f805
Tip: Access positions for across all investors
Analyze quarterly positions in Overlay Shares Large Cap Equity Etf etf with up to 7 years of data, all consolidated into one spreadsheet
Download as csvTop investors of Overlay Shares Large Cap Equity Etf etf stock
Who bought or sold Overlay Shares Large Cap Equity Etf etf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Armis Advisers | 2.0M | $115M | 15% | Mar 2026 |
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| Envestnet Asset Management | 283k | $14M | 14% | Mar 2026 |
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| Raymond James Financial | 189k | $10M | -2% | Dec 2025 |
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| Legacy Private Trust | 86k | $4.3M | 1% | Mar 2026 |
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| Royal Bank of Canada | 67k | $3.4M | -3% | Mar 2026 |
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| Evolution Wealth Management | 42k | $2.1M | -3% | Mar 2026 |
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| Janney Montgomery Scott | 37k | $1.9M | -3% | Mar 2026 |
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| Private Advisor | 36k | $1.8M | 1% | Mar 2026 |
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| Smartleaf Asset Management | 36k | $1.7M | 1% | Mar 2026 |
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| Johnson & White Wealth Management | 35k | $1.8M | 6% | Mar 2026 |
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| Apollon Wealth Management | 35k | $1.7M | 100% | Mar 2026 |
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| CCM Partners | 27k | $1.4M | 100% | Mar 2026 |
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| Hilltop Holdings | 17k | $896k | -3% | Dec 2025 |
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| LPL Financial | 14k | $702k | 94% | Mar 2026 |
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| Equitable Holdings | 13k | $708k | -51% | Mar 2026 |
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| Nbc Securities | 12k | $626k | -1% | Mar 2026 |
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| Stifel Financial | 12k | $616k | 0% | Mar 2026 |
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| REAP Financial Group | 10k | $501k | -14% | Mar 2026 |
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| Susquehanna International | 9.8k | $523k | 100% | Dec 2025 |
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| Advisor Group Holdings | 8.6k | $459k | 0% | Dec 2025 |
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| Luminist Capital | 8.4k | $420k | -5% | Mar 2026 |
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| Skopos Labs | 8.2k | $414k | 100% | Mar 2026 |
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| Waterloo Capital | 7.8k | $393k | -14% | Mar 2026 |
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| AE Wealth Management | 7.2k | $363k | -26% | Mar 2026 |
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| Nicolet Bankshares | 7.2k | $383k | 63% | Dec 2025 |
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| Modera Wealth Management | 7.1k | $355k | 100% | Mar 2026 |
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| RiverFront Investment Group | 6.6k | $331k | 0% | Mar 2026 |
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| Old Mission Capital | 6.3k | $335k | -36% | Dec 2025 |
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| Elevation Advisory Partners | 6.2k | $336k | 100% | Mar 2026 |
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| QTR Family Wealth | 4.6k | $245k | -12% | Mar 2026 |
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| Creative Planning | 4.1k | $205k | -1% | Mar 2026 |
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| Gts Securities | 3.9k | $210k | 0% | Dec 2025 |
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| Union Bankshares | 3.8k | $190k | 3% | Mar 2026 |
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| Beaird Harris Wealth Management | 2.2k | $118k | 0% | Dec 2025 |
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| Morgan Stanley | 1.8k | $92k | 10% | Mar 2026 |
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| UBS Group | 419.00 | $21k | 131% | Mar 2026 |
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| Noble Wealth Management PBC | 400.00 | $20k | 0% | Mar 2026 |
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Who sold out of Overlay Shares Large Cap Equity Etf etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 93k | $0 |
| CLS Investments | Dec 2025 | 13k | $686k |
| Oasis Advisors | Dec 2025 | 11k | $563k |
| Brian McDonald | Sep 2025 | 3.8k | $197k |
| IFP Advisors | Dec 2025 | 2.0k | $104k |