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
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
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services's OVM Position: Q1 2026 in Review

MML Investors Services increased its Overlay Shares Municipal Bond ETF (OVM) stake by 20% in Q1 2026, buying an estimated $47.7K and bringing the position to 13,346 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

MML Investors Services first reported a position in OVM in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold OVM as of Q1 2026.

  • MML Investors Services held 13,346 shares of Overlay Shares Municipal Bond ETF worth $286K as of Q1 2026.
  • MML Investors Services bought 2,201 Overlay Shares Municipal Bond ETF shares in Q1 2026, an estimated $47.7K.
  • Overlay Shares Municipal Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2590 holding.
  • MML Investors Services first reported a position in Overlay Shares Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Overlay Shares Municipal Bond ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.