LPL Financial
OVLH icon

LPL Financial’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

LPL Financial’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
Q1 		$2.71M Buy
71,627
+16,062
+29% +$630K ﹤0.01% 3224
2025
Q4 		$2.19M Buy
55,565
+41,453
+294% +$1.63M ﹤0.01% 3322
2025
Q3 		$550K Buy
+14,112
New +$533K ﹤0.01% 4540

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 $559M AUM 19.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's OVLH Position: Q1 2026 in Review

LPL Financial increased its Overlay Shares Hedged Large Cap Equity ETF (OVLH) stake by 29% in Q1 2026, buying an estimated $630K and bringing the position to 71,627 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3224.

LPL Financial first reported a position in OVLH in Q3 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold OVLH as of Q1 2026.

  • LPL Financial held 71,627 shares of Overlay Shares Hedged Large Cap Equity ETF worth $2.71M as of Q1 2026.
  • LPL Financial bought 16,062 Overlay Shares Hedged Large Cap Equity ETF shares in Q1 2026, an estimated $630K.
  • Overlay Shares Hedged Large Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3224 holding.
  • LPL Financial first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.