Bessemer Group
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Bessemer Group’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Bessemer Group’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
2025
Q2 		– Sell
-75
Closed -$3K – 2580
2025
Q1 		$3K Buy
+75
New +$3.5K ﹤0.01% 2166

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Bessemer Group's OVL Position: Q2 2025 in Review

Bessemer Group sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q2 2025, closing a stake of 75 shares — an estimated $3K sold.

Bessemer Group first reported a position in OVL in Q1 2025 and held it in 1 quarter. The position peaked at $3K in Q1 2025. 33 funds tracked by Wall St. Rank hold OVL as of Q2 2025.

  • Bessemer Group reported no remaining Overlay Shares Large Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Bessemer Group sold 75 Overlay Shares Large Cap Equity ETF shares in Q2 2025, an estimated $3K.
  • Bessemer Group first reported a position in Overlay Shares Large Cap Equity ETF in Q1 2025 and held it in 1 quarter.
  • Bessemer Group's Overlay Shares Large Cap Equity ETF position peaked at $3K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2025.

Based on Bessemer Group's 13F filing for Q2 2025, filed 1 Aug 2025.