HH
OVL icon

Hilltop Holdings’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Hilltop Holdings’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
Q1 		– Sell
-16,842
Closed -$896K – 839
2025
Q4 		$896K Sell
16,842
-454
-3% -$24K 0.05% 360
2025
Q3 		$905K Sell
17,296
-401
-2% -$20.1K 0.05% 380
2025
Q2 		$855K Buy
17,697
+3,524
+25% +$156K 0.05% 363
2025
Q1 		$621K Sell
14,173
-81
-0.6% -$3.78K 0.04% 447
2024
Q4 		$665K Sell
14,254
-41
-0.3% -$1.94K 0.04% 421
2024
Q3 		$664K Buy
+14,295
New +$635K 0.04% 407
2022
Q4 		– Sell
-9,548
Closed -$274K – 550
2022
Q3 		$274K Sell
9,548
-2,828
-23% -$92K 0.04% 388
2022
Q2 		$384K Sell
12,376
-6,024
-33% -$205K 0.05% 322
2022
Q1 		$706K Sell
18,400
-203
-1% -$7.64K 0.08% 235
2021
Q4 		$756K Buy
18,603
+10,535
+131% +$417K 0.08% 241
2021
Q3 		$300K Buy
8,068
+2,258
+39% +$86.3K 0.03% 475
2021
Q2 		$217K Buy
+5,810
New +$209K 0.02% 531

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 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 $1.63B AUM 17.53% 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 $137M AUM 15.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Hilltop Holdings's OVL Position: Q1 2026 in Review

Hilltop Holdings sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q1 2026, closing a stake of 16,842 shares — an estimated $896K sold.

Hilltop Holdings first reported a position in OVL in Q2 2021 and held it in 12 quarters. The position peaked at $905K in Q3 2025. 36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

  • Hilltop Holdings reported no remaining Overlay Shares Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Hilltop Holdings sold 16,842 Overlay Shares Large Cap Equity ETF shares in Q1 2026, an estimated $896K.
  • Hilltop Holdings first reported a position in Overlay Shares Large Cap Equity ETF in Q2 2021 and held it in 12 quarters.
  • Hilltop Holdings's Overlay Shares Large Cap Equity ETF position peaked at $905K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.