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Oasis Advisors’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Oasis Advisors’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$574K Buy
+10,142
New +$565K 0.37% 38
2026
Q1 		– Sell
-10,573
Closed -$563K – 224
2025
Q4 		$563K Buy
+10,573
New +$558K 0.3% 39

Other funds holding OVL

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Oasis Advisors's OVL Position: Q2 2026 in Review

Oasis Advisors opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q2 2026: 10,142 shares worth $574K. The stake represents 0.37% of the portfolio and ranks #38 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in OVL as recently as Q4 2025.

Oasis Advisors first reported a position in OVL in Q4 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • Oasis Advisors held 10,142 shares of Overlay Shares Large Cap Equity ETF worth $574K as of Q2 2026.
  • Overlay Shares Large Cap Equity ETF was a new Oasis Advisors position in Q2 2026.
  • Overlay Shares Large Cap Equity ETF made up 0.37% of Oasis Advisors's portfolio in Q2 2026, its #38 holding.
  • Oasis Advisors first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.