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Armis Advisers’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Armis Advisers’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116M Buy
2,034,316
+29,340
+1% +$1.63M 10.64% 1
2026
Q1 		$115M Buy
2,004,976
+263,374
+15% +$13.9M 11.09% 1
2025
Q4 		$87.9M Sell
1,741,602
-250,495
-13% -$13.2M 9.88% 1
2025
Q3 		$106M Sell
1,992,097
-19,026
-0.9% -$953K 9.64% 1
2025
Q2 		$97.5M Buy
2,011,123
+483,699
+32% +$21.4M 7.71% 1
2025
Q1 		$66.3M Buy
1,527,424
+1,191,840
+355% +$55.6M 6.19% 1
2024
Q4 		$15.7M Buy
+335,584
New +$15.9M 1.92% 11

Other funds holding OVL

JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Armis Advisers's OVL Position: Q2 2026 in Review

Armis Advisers increased its Overlay Shares Large Cap Equity ETF (OVL) stake by 1.5% in Q2 2026, buying an estimated $1.63M and bringing the position to 2,034,316 shares worth $116M. The position accounts for 10.64% of the portfolio, ranked #1.

Armis Advisers first reported a position in OVL in Q4 2024 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • Armis Advisers held 2,034,316 shares of Overlay Shares Large Cap Equity ETF worth $116M as of Q2 2026.
  • Armis Advisers bought 29,340 Overlay Shares Large Cap Equity ETF shares in Q2 2026, an estimated $1.63M.
  • Overlay Shares Large Cap Equity ETF made up 10.64% of Armis Advisers's portfolio in Q2 2026, its #1 holding.
  • Armis Advisers first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 6 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.