Bank of Montreal’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Bank of Montreal’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	$41.3K	Buy	+730	New	+$40.7K	﹤0.01%	3450

Other funds holding OVL

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Bank of Montreal's OVL Position: Q2 2026 in Review

Bank of Montreal opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q2 2026: 730 shares worth $41.3K. The stake represents ﹤0.01% of the portfolio and ranks #3450 among its holdings.

31 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

Bank of Montreal held 730 shares of Overlay Shares Large Cap Equity ETF worth $41.3K as of Q2 2026.
Overlay Shares Large Cap Equity ETF was a new Bank of Montreal position in Q2 2026.
Overlay Shares Large Cap Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3450 holding.
31 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.