Citadel Advisors
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Citadel Advisors’s Overlay Shares Core Bond ETF OVB Stock Holding History

Citadel Advisors’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.16M Buy
+56,242
New +$1.16M ﹤0.01% 7331
2024
Q1 		– Sell
-11,930
Closed -$245K – 15246
2023
Q4 		$245K Buy
+11,930
New +$235K ﹤0.01% 9558

Other funds holding OVB

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ECM
Ethos Capital Management Newtown, Pennsylvania $140M AUM
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
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Citadel Advisors's OVB Position: Q1 2026 in Review

Citadel Advisors opened a new position in Overlay Shares Core Bond ETF (OVB) in Q1 2026: 56,242 shares worth $1.16M. The stake represents ﹤0.01% of the portfolio and ranks #7331 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in OVB as recently as Q4 2023.

Citadel Advisors first reported a position in OVB in Q4 2023 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold OVB as of Q1 2026.

  • Citadel Advisors held 56,242 shares of Overlay Shares Core Bond ETF worth $1.16M as of Q1 2026.
  • Overlay Shares Core Bond ETF was a new Citadel Advisors position in Q1 2026.
  • Overlay Shares Core Bond ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #7331 holding.
  • Citadel Advisors first reported a position in Overlay Shares Core Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.