RIG
OVL icon

RiverFront Investment Group’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

RiverFront Investment Group’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 		$400K Buy
7,067
+490
+7% +$27.3K 0.01% 327
2026
Q1 		$331K Hold
6,577
– – 0.01% 317
2025
Q4 		$350K Sell
6,577
-2,975
-31% -$157K 0.01% 270
2025
Q3 		$500K Buy
9,552
+3,199
+50% +$160K 0.01% 211
2025
Q2 		$307K Hold
6,353
– – 0.01% 252
2025
Q1 		$278K Hold
6,353
– – 0.01% 246
2024
Q4 		$296K Buy
+6,353
New +$301K 0.01% 202

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

RiverFront Investment Group's OVL Position: Q2 2026 in Review

RiverFront Investment Group increased its Overlay Shares Large Cap Equity ETF (OVL) stake by 7.5% in Q2 2026, buying an estimated $27.3K and bringing the position to 7,067 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #327.

RiverFront Investment Group first reported a position in OVL in Q4 2024 and has held it in 7 quarters since. The position peaked at $500K in Q3 2025. 48 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • RiverFront Investment Group held 7,067 shares of Overlay Shares Large Cap Equity ETF worth $400K as of Q2 2026.
  • RiverFront Investment Group bought 490 Overlay Shares Large Cap Equity ETF shares in Q2 2026, an estimated $27.3K.
  • Overlay Shares Large Cap Equity ETF made up 0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #327 holding.
  • RiverFront Investment Group first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • RiverFront Investment Group's Overlay Shares Large Cap Equity ETF position peaked at $500K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.