Jeff Yass’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Jeff Yass’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	-9,834	Closed	-$523K	–	13859
2025 Q4	$523K	Buy	+9,834	New	+$519K	﹤0.01%	8684
2025 Q3	–	Sell	-10,025	Closed	-$484K	–	13495
2025 Q2	$484K	Buy	10,025 +3,723	+59%	+$165K	﹤0.01%	9251
2025 Q1	$276K	Sell	6,302 -10,908	-63%	-$509K	﹤0.01%	10241
2024 Q4	$803K	Buy	+17,210	New	+$814K	﹤0.01%	7502
2024 Q3	–	Sell	-6,994	Closed	-$308K	–	12749
2024 Q2	$308K	Buy	+6,994	New	+$294K	﹤0.01%	9380

Other funds holding OVL

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Jeff Yass's OVL Position: Q1 2026 in Review

Jeff Yass sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q1 2026, closing a stake of 9,834 shares — an estimated $523K sold.

Jeff Yass first reported a position in OVL in Q2 2024 and held it in 5 quarters. The position peaked at $803K in Q4 2024. 36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

Jeff Yass reported no remaining Overlay Shares Large Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Jeff Yass sold 9,834 Overlay Shares Large Cap Equity ETF shares in Q1 2026, an estimated $523K.
Jeff Yass first reported a position in Overlay Shares Large Cap Equity ETF in Q2 2024 and held it in 5 quarters.
Jeff Yass's Overlay Shares Large Cap Equity ETF position peaked at $803K in Q4 2024.
36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.