BCI
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Brinker Capital Investments’s Overlay Shares Foreign Equity ETF OVF Stock Holding History

Brinker Capital Investments’s Portfolio OVF Stock Details OVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,358
Closed -$303K – 2190
2025
Q4 		$303K Buy
10,358
+255
+3% +$7.47K ﹤0.01% 1810
2025
Q3 		$293K Buy
10,103
+126
+1% +$3.53K ﹤0.01% 1764
2025
Q2 		$277K Sell
9,977
-63
-0.6% -$1.62K ﹤0.01% 1744
2025
Q1 		$248K Sell
10,040
-430
-4% -$10.7K ﹤0.01% 1715
2024
Q4 		$246K Buy
10,470
+180
+2% +$4.5K ﹤0.01% 1657
2024
Q3 		$272K Buy
+10,290
New +$259K ﹤0.01% 1561

Other funds holding OVF

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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