MML Investors Services
OVM icon

MML Investors Services’s Overlay Shares Municipal Bond ETF OVM Stock Holding History

MML Investors Services’s Portfolio OVM Stock Details OVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$294K Buy
13,484
+138
+1% +$3K ﹤0.01% 2840
2026
Q1 		$286K Buy
13,346
+2,201
+20% +$47.7K ﹤0.01% 2590
2025
Q4 		$239K Buy
+11,145
New +$240K ﹤0.01% 2774

Other funds holding OVM

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services's OVM Position: Q2 2026 in Review

MML Investors Services increased its Overlay Shares Municipal Bond ETF (OVM) stake by 1% in Q2 2026, buying an estimated $3K and bringing the position to 13,484 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2840.

MML Investors Services first reported a position in OVM in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold OVM as of Q2 2026.

  • MML Investors Services held 13,484 shares of Overlay Shares Municipal Bond ETF worth $294K as of Q2 2026.
  • MML Investors Services bought 138 Overlay Shares Municipal Bond ETF shares in Q2 2026, an estimated $3K.
  • Overlay Shares Municipal Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2840 holding.
  • MML Investors Services first reported a position in Overlay Shares Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.