Stifel Financial
OVL icon

Stifel Financial’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Stifel Financial’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 		$616K Hold
12,250
– – ﹤0.01% 2738
2025
Q4 		$652K Buy
+12,250
New +$647K ﹤0.01% 2707

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 $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
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
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

Stifel Financial's OVL Position: Q1 2026 in Review

Stifel Financial held its Overlay Shares Large Cap Equity ETF (OVL) position steady in Q1 2026 at 12,250 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Stifel Financial first reported a position in OVL in Q4 2025 and has held it in 2 quarters since. The position peaked at $652K in Q4 2025. 36 funds tracked by Wall St. Rank hold OVL as of Q1 2026.

  • Stifel Financial held 12,250 shares of Overlay Shares Large Cap Equity ETF worth $616K as of Q1 2026.
  • Stifel Financial left its Overlay Shares Large Cap Equity ETF share count unchanged in Q1 2026.
  • Overlay Shares Large Cap Equity ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2738 holding.
  • Stifel Financial first reported a position in Overlay Shares Large Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Stifel Financial's Overlay Shares Large Cap Equity ETF position peaked at $652K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.