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CAP Partners LLC’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

CAP Partners LLC’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 		$876K Buy
+15,478
New +$862K 0.43% 56

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

CAP Partners LLC's OVL Position: Q2 2026 in Review

CAP Partners LLC opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q2 2026: 15,478 shares worth $876K. The stake represents 0.43% of the portfolio and ranks #56 among its holdings.

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

  • CAP Partners LLC held 15,478 shares of Overlay Shares Large Cap Equity ETF worth $876K as of Q2 2026.
  • Overlay Shares Large Cap Equity ETF was a new CAP Partners LLC position in Q2 2026.
  • Overlay Shares Large Cap Equity ETF made up 0.43% of CAP Partners LLC's portfolio in Q2 2026, its #56 holding.
  • 19 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.