LPL Financial’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

LPL Financial’s Portfolio OVT Stock Details OVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$429K	Buy	+19,665	New	+$432K	﹤0.01%	5151

Other funds holding OVT

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

EWM

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

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

LPL Financial's OVT Position: Q2 2026 in Review

LPL Financial opened a new position in Overlay Shares Short Term Bond ETF (OVT) in Q2 2026: 19,665 shares worth $429K. The stake represents ﹤0.01% of the portfolio and ranks #5151 among its holdings.

16 funds tracked by Wall St. Rank hold OVT as of Q2 2026.

LPL Financial held 19,665 shares of Overlay Shares Short Term Bond ETF worth $429K as of Q2 2026.
Overlay Shares Short Term Bond ETF was a new LPL Financial position in Q2 2026.
Overlay Shares Short Term Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5151 holding.
16 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q2 2026.

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