Ethos Financial Group’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Ethos Financial Group’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 Q3	$7.25M	Buy	+128,544	New	+$7.33M	0.39%	66

Other funds holding OVL

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return

Johnson & White Wealth Management York, Pennsylvania $275M AUM 21.24% 1-Year Est. Return

Ethos Financial Group's OVL Position: Q3 2026 in Review

Ethos Financial Group opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q3 2026: 128,544 shares worth $7.25M. The stake represents 0.39% of the portfolio and ranks #66 among its holdings.

39 funds tracked by Wall St. Rank hold OVL as of Q3 2026.

Ethos Financial Group held 128,544 shares of Overlay Shares Large Cap Equity ETF worth $7.25M as of Q3 2026.
Overlay Shares Large Cap Equity ETF was a new Ethos Financial Group position in Q3 2026.
Overlay Shares Large Cap Equity ETF made up 0.39% of Ethos Financial Group's portfolio in Q3 2026, its #66 holding.
39 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q3 2026.

Based on Ethos Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.