Royal Bank of Canada’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Royal Bank of Canada’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 Q1	$3.38M	Buy	67,093 +387	+0.6%	+$20.5K	﹤0.01%	2704
2025 Q4	$3.55M	Sell	66,706 -2,309	-3%	-$122K	﹤0.01%	2701
2025 Q3	$3.61M	Sell	69,015 -3,423	-5%	-$172K	﹤0.01%	2916
2025 Q2	$3.5M	Sell	72,438 -3,339	-4%	-$148K	﹤0.01%	2865
2025 Q1	$3.32M	Sell	75,777 -4,046	-5%	-$189K	﹤0.01%	2573
2024 Q4	$3.72M	Sell	79,823 -2,693	-3%	-$127K	﹤0.01%	2553
2024 Q3	$3.83M	Sell	82,516 -8,351	-9%	-$371K	﹤0.01%	2485
2024 Q2	$4.01M	Sell	90,867 -2,344	-3%	-$98.4K	﹤0.01%	2361
2024 Q1	$3.97M	Buy	93,211 +1,282	+1%	+$51.2K	﹤0.01%	2362
2023 Q4	$3.46M	Sell	91,929 -6,642	-7%	-$234K	﹤0.01%	2568
2023 Q3	$3.35M	Sell	98,571 -8,097	-8%	-$288K	﹤0.01%	2406
2023 Q2	$3.83M	Sell	106,668 -9,297	-8%	-$313K	﹤0.01%	2307
2023 Q1	$3.82M	Sell	115,965 -2,403	-2%	-$76.9K	﹤0.01%	2288
2022 Q4	$3.61M	Sell	118,368 -8,421	-7%	-$260K	﹤0.01%	2390
2022 Q3	$3.64M	Sell	126,789 -14,896	-11%	-$484K	﹤0.01%	2334
2022 Q2	$4.4M	Buy	141,685 +13,964	+11%	+$474K	﹤0.01%	2203
2022 Q1	$4.9M	Buy	127,721 +39,905	+45%	+$1.5M	﹤0.01%	2282
2021 Q4	$3.57M	Buy	87,816 +761	+0.9%	+$30.1K	﹤0.01%	2640
2021 Q3	$3.24M	Sell	87,055 -1,734	-2%	-$66.3K	﹤0.01%	2663
2021 Q2	$3.31M	Sell	88,789 -33,119	-27%	-$1.19M	﹤0.01%	2616
2021 Q1	$4.18M	Buy	121,908 +21,869	+22%	+$723K	﹤0.01%	2381
2020 Q4	$3.19M	Buy	100,039 +16,561	+20%	+$503K	﹤0.01%	2518
2020 Q3	$2.42M	Buy	83,478 +63,352	+315%	+$1.8M	﹤0.01%	2533
2020 Q2	$530K	Buy	20,126 +6,835	+51%	+$168K	﹤0.01%	3723
2020 Q1	$285K	Buy	+13,291	New	+$343K	﹤0.01%	4070

Other funds holding OVL

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

Royal Bank of Canada's OVL Position: Q1 2026 in Review

Royal Bank of Canada increased its Overlay Shares Large Cap Equity ETF (OVL) stake by 0.58% in Q1 2026, buying an estimated $20.5K and bringing the position to 67,093 shares worth $3.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2704.

Royal Bank of Canada first reported a position in OVL in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.9M in Q1 2022. 36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

Royal Bank of Canada held 67,093 shares of Overlay Shares Large Cap Equity ETF worth $3.38M as of Q1 2026.
Royal Bank of Canada bought 387 Overlay Shares Large Cap Equity ETF shares in Q1 2026, an estimated $20.5K.
Overlay Shares Large Cap Equity ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2704 holding.
Royal Bank of Canada first reported a position in Overlay Shares Large Cap Equity ETF in Q1 2020 and has held it in 25 quarters since.
Royal Bank of Canada's Overlay Shares Large Cap Equity ETF position peaked at $4.9M in Q1 2022.
36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.