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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
Q2 		$1.92M Buy
33,869
+6,738
+25% +$375K 0.04% 208
2026
Q1 		$1.36M Buy
+27,131
New +$1.44M 0.03% 251

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

Shelton Capital Management's OVL Position: Q2 2026 in Review

Shelton Capital Management increased its Overlay Shares Large Cap Equity ETF (OVL) stake by 25% in Q2 2026, buying an estimated $375K and bringing the position to 33,869 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #208.

Shelton Capital Management first reported a position in OVL in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold OVL as of Q2 2026.

  • Shelton Capital Management held 33,869 shares of Overlay Shares Large Cap Equity ETF worth $1.92M as of Q2 2026.
  • Shelton Capital Management bought 6,738 Overlay Shares Large Cap Equity ETF shares in Q2 2026, an estimated $375K.
  • Overlay Shares Large Cap Equity ETF made up 0.04% of Shelton Capital Management's portfolio in Q2 2026, its #208 holding.
  • Shelton Capital Management first reported a position in Overlay Shares Large Cap Equity ETF in Q1 2026 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 Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.