Mercer Global Advisors
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Mercer Global Advisors’s Overlay Shares Hedged Large Cap Equity ETF OVLH Stock Holding History

Mercer Global Advisors’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 		$290K Sell
6,939
-5
-0.1% -$205 ﹤0.01% 2848
2026
Q1 		$263K Sell
6,944
-548
-7% -$21.5K ﹤0.01% 2566
2025
Q4 		$295K Sell
7,492
-1,824
-20% -$71.8K ﹤0.01% 2240
2025
Q3 		$363K Sell
9,316
-559
-6% -$21.1K ﹤0.01% 1961
2025
Q2 		$364K Sell
9,875
-1,117
-10% -$38.8K ﹤0.01% 1739
2025
Q1 		$365K Sell
10,992
-1,486
-12% -$50.7K ﹤0.01% 1656
2024
Q4 		$426K Buy
+12,478
New +$429K ﹤0.01% 1537

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

Mercer Global Advisors's OVLH Position: Q2 2026 in Review

Mercer Global Advisors reduced its Overlay Shares Hedged Large Cap Equity ETF (OVLH) stake by 0.07% in Q2 2026, selling an estimated $205 and leaving 6,939 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

Mercer Global Advisors first reported a position in OVLH in Q4 2024 and has held it in 7 quarters since. The position peaked at $426K in Q4 2024. 24 funds tracked by Wall St. Rank hold OVLH as of Q2 2026.

  • Mercer Global Advisors held 6,939 shares of Overlay Shares Hedged Large Cap Equity ETF worth $290K as of Q2 2026.
  • Mercer Global Advisors sold 5 Overlay Shares Hedged Large Cap Equity ETF shares in Q2 2026, an estimated $205.
  • Overlay Shares Hedged Large Cap Equity ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2848 holding.
  • Mercer Global Advisors first reported a position in Overlay Shares Hedged Large Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Mercer Global Advisors's Overlay Shares Hedged Large Cap Equity ETF position peaked at $426K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Overlay Shares Hedged Large Cap Equity ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.