Armis Advisers
OVL icon

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
Q3 		$130M Buy
2,250,376
+216,060
+11% +$12.3M 10.87% 1
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

NWWA
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Armis Advisers's OVL Position: Q3 2026 in Review

Armis Advisers increased its Overlay Shares Large Cap Equity ETF (OVL) stake by 11% in Q3 2026, buying an estimated $12.3M and bringing the position to 2,250,376 shares worth $130M. The position accounts for 10.87% of the portfolio, ranked #1.

Armis Advisers first reported a position in OVL in Q4 2024 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold OVL as of Q3 2026.

  • Armis Advisers held 2,250,376 shares of Overlay Shares Large Cap Equity ETF worth $130M as of Q3 2026.
  • Armis Advisers bought 216,060 Overlay Shares Large Cap Equity ETF shares in Q3 2026, an estimated $12.3M.
  • Overlay Shares Large Cap Equity ETF made up 10.87% of Armis Advisers's portfolio in Q3 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 8 quarters since.
  • 7 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.