Shelton Capital Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Shelton Capital Management’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	$1.36M	Buy	+27,131	New	+$1.44M	0.03%	251

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 $1.63B AUM 17.53% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWM

Evolution Wealth Management Fort Myers, Florida $137M AUM 15.3% 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 $21.3B AUM 22.13% 1-Year Est. Return

JWWM

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

Shelton Capital Management's OVL Position: Q1 2026 in Review

Shelton Capital Management opened a new position in Overlay Shares Large Cap Equity ETF (OVL) in Q1 2026: 27,131 shares worth $1.36M. The stake represents 0.03% of the portfolio and ranks #251 among its holdings.

36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

Shelton Capital Management held 27,131 shares of Overlay Shares Large Cap Equity ETF worth $1.36M as of Q1 2026.
Overlay Shares Large Cap Equity ETF was a new Shelton Capital Management position in Q1 2026.
Overlay Shares Large Cap Equity ETF made up 0.03% of Shelton Capital Management's portfolio in Q1 2026, its #251 holding.
36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.