JY
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Jeff Yass’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

Jeff Yass’s Portfolio OVLH Stock Details OVLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-12,801
Closed -$485K – 14229
2026
Q1 		$485K Buy
+12,801
New +$502K ﹤0.01% 9758
2025
Q3 		– Sell
-13,158
Closed -$485K – 13496
2025
Q2 		$485K Buy
13,158
+3,107
+31% +$108K ﹤0.01% 9242
2025
Q1 		$334K Sell
10,051
-7,526
-43% -$257K ﹤0.01% 9838
2024
Q4 		$600K Buy
17,577
+9,787
+126% +$337K ﹤0.01% 8229
2024
Q3 		$263K Buy
+7,790
New +$255K ﹤0.01% 9882

Other funds holding OVLH

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Jeff Yass's OVLH Position: Q2 2026 in Review

Jeff Yass sold out of Overlay Shares Hedged Large Cap Equity ETF (OVLH) in Q2 2026, closing a stake of 12,801 shares — an estimated $485K sold.

Jeff Yass first reported a position in OVLH in Q3 2024 and held it in 5 quarters. The position peaked at $600K in Q4 2024. 24 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

  • Jeff Yass reported no remaining Overlay Shares Hedged Large Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 12,801 Overlay Shares Hedged Large Cap Equity ETF shares in Q2 2026, an estimated $485K.
  • Jeff Yass first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q3 2024 and held it in 5 quarters.
  • Jeff Yass's Overlay Shares Hedged Large Cap Equity ETF position peaked at $600K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.