BCI
OVT icon

Brinker Capital Investments’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Brinker Capital Investments’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.48M Buy
+113,351
New +$2.5M 0.02% 654
2025
Q1 		– Sell
-14,911
Closed -$327K – 1950
2024
Q4 		$327K Buy
+14,911
New +$333K ﹤0.01% 1516

Other funds holding OVT

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brinker Capital Investments's OVT Position: Q1 2026 in Review

Brinker Capital Investments opened a new position in Overlay Shares Short Term Bond ETF (OVT) in Q1 2026: 113,351 shares worth $2.48M. The stake represents 0.02% of the portfolio and ranks #654 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in OVT as recently as Q4 2024.

Brinker Capital Investments first reported a position in OVT in Q4 2024 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold OVT as of Q1 2026.

  • Brinker Capital Investments held 113,351 shares of Overlay Shares Short Term Bond ETF worth $2.48M as of Q1 2026.
  • Overlay Shares Short Term Bond ETF was a new Brinker Capital Investments position in Q1 2026.
  • Overlay Shares Short Term Bond ETF made up 0.02% of Brinker Capital Investments's portfolio in Q1 2026, its #654 holding.
  • Brinker Capital Investments first reported a position in Overlay Shares Short Term Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.