OVERLAY SHARES LARGE CAP EQ OVL
$56.45
-0.2% 52w: $42.99 – $57.72
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data42.9950.3657.72
Jun 20, 2025 Jul 2, 2026
Institutional holders
36
-1 QoQ
13F value
$171.0M
+18.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns OVL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Bison Wealth, LLC | Wealth advisor | 2.0M | $114.9M | 11.2% | +15.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 282.9K | $14.2M | 0.0% | +13.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 178.5K | $9.0M | 0.0% | -5.7% |
| Legacy Private Trust Co. | Wealth advisor | 86.2K | $4.3M | 0.3% | +1.2% |
| JPMORGAN CHASE & CO | Bank broker | 88.4K | $4.3M | 0.0% | -1.4% |
| ROYAL BANK OF CANADA | Bank broker | 67.1K | $3.4M | 0.0% | +0.6% |
| EVOLUTION WEALTH MANAGEMENT INC. | Wealth advisor | 42.0K | $2.1M | 1.5% | -2.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 36.9K | $1.9M | 0.0% | -2.7% |
| Private Advisor Group, LLC | Wealth advisor | 35.6K | $1.8M | 0.0% | +0.9% |
| Johnson & White Wealth Management, LLC | Wealth advisor | 35.1K | $1.8M | 0.7% | +5.9% |
| Smartleaf Asset Management LLC | Wealth advisor | 35.6K | $1.7M | 0.1% | +0.6% |
| Apollon Wealth Management, LLC | Diversified mechanical | 34.5K | $1.7M | 0.0% | New |
| SHELTON CAPITAL MANAGEMENT | Other | 27.1K | $1.4M | 0.0% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 14.8K | $747K | 0.0% | +135.8% |
| Equitable Holdings, Inc. | Wealth advisor | 13.3K | $708K | 0.0% | -51.5% |
| LPL Financial LLC | Bank broker | 14.0K | $702K | 0.0% | +94.0% |
| NBC SECURITIES, INC. | Diversified mechanical | 12.4K | $625K | 0.0% | -1.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 12.3K | $616K | 0.0% | Held |
| REAP Financial Group, LLC | Wealth advisor | 10.0K | $501K | 0.1% | -14.1% |
| Luminist Capital LLC | Wealth advisor | 8.4K | $420K | 0.6% | -5.4% |
| Brooklyn Investment Group | Diversified mechanical | 8.2K | $414K | 0.0% | New |
| Waterloo Capital, L.P. | Wealth advisor | 7.8K | $393K | 0.0% | -14.5% |
| GTS SECURITIES LLC | Market maker | 7.8K | $392K | 0.0% | +98.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 7.6K | $383K | 0.0% | -11.8% |
| AE Wealth Management LLC | Wealth advisor | 7.2K | $363K | 0.0% | -25.7% |
| NICOLET BANKSHARES INC | Wealth advisor | 7.2K | $362K | 0.0% | Held |
| Modera Wealth Management, LLC | Wealth advisor | 7.1K | $355K | 0.0% | New |
| Elevation Advisory Partners LLC | Other | 6.2K | $336K | 0.3% | — |
| RiverFront Investment Group, LLC | Wealth advisor | 6.6K | $331K | 0.0% | Held |
| QTR Family Wealth, LLC | Other | 4.6K | $245K | 0.1% | -11.5% |
| Creative Planning | Wealth advisor | 4.1K | $205K | 0.0% | -1.2% |
| Atlantic Union Bankshares Corp | Other | 3.8K | $190K | 0.0% | +2.7% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 2.2K | $112K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 1.8K | $91K | 0.0% | +10.1% |
| UBS Group AG | Bank broker | 419 | $21K | 0.0% | +131.5% |
| Noble Wealth Management PBC | Wealth advisor | 400 | $20K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.