Citadel Advisors
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Citadel Advisors’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Citadel Advisors’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
-6,169
Closed -$270K – 14375
2025
Q1 		$270K Sell
6,169
-386
-6% -$18K ﹤0.01% 9822
2024
Q4 		$306K Buy
+6,555
New +$310K ﹤0.01% 9616

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 $1.81B AUM 19.87% 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 $170M AUM 19.89% 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

Citadel Advisors's OVL Position: Q2 2025 in Review

Citadel Advisors sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q2 2025, closing a stake of 6,169 shares — an estimated $270K sold.

Citadel Advisors first reported a position in OVL in Q4 2024 and held it in 2 quarters. The position peaked at $306K in Q4 2024. 33 funds tracked by Wall St. Rank hold OVL as of Q2 2025.

  • Citadel Advisors reported no remaining Overlay Shares Large Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Citadel Advisors sold 6,169 Overlay Shares Large Cap Equity ETF shares in Q2 2025, an estimated $270K.
  • Citadel Advisors first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2024 and held it in 2 quarters.
  • Citadel Advisors's Overlay Shares Large Cap Equity ETF position peaked at $306K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.