LPL Financial
OVF icon

LPL Financial’s Overlay Shares Foreign Equity ETF OVF Stock Holding History

LPL Financial’s Portfolio OVF Stock Details OVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
34,639
+24,284
+235% +$764K ﹤0.01% 4352
2026
Q1 		$304K Buy
+10,355
New +$317K ﹤0.01% 5179

Other funds holding OVF

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial's OVF Position: Q2 2026 in Review

LPL Financial increased its Overlay Shares Foreign Equity ETF (OVF) stake by 235% in Q2 2026, buying an estimated $764K and bringing the position to 34,639 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #4352.

LPL Financial first reported a position in OVF in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold OVF as of Q2 2026.

  • LPL Financial held 34,639 shares of Overlay Shares Foreign Equity ETF worth $1.1M as of Q2 2026.
  • LPL Financial bought 24,284 Overlay Shares Foreign Equity ETF shares in Q2 2026, an estimated $764K.
  • Overlay Shares Foreign Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4352 holding.
  • LPL Financial first reported a position in Overlay Shares Foreign Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Overlay Shares Foreign Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.