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Overlay Shares Large Cap Equity ETF
OVL

Overview Fund Activity

31 hedge funds and large institutions have $220M invested in Overlay Shares Large Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
31
Holders Change
-6
Holders Change %
-16.22%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
7
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Armis Advisers
Georgia
$97.5M
2
EWM
2
Evolution Wealth Management
Florida
$2.68M
3
EH
3
Equitable Holdings
New York
$1.68M
4
Wolverine Trading
4
Wolverine Trading
Illinois
$762K
5
LPL Financial
5
LPL Financial
California
$257K

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$596K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.5M
3
OMC
3
Old Mission Capital
Illinois
$0
4
LPT
4
Legacy Private Trust
Wisconsin
$7.05M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Armis Advisers
Georgia
$97.5M 2,011,123 +483,699 +32%
CTB
2
Country Trust Bank
Illinois
$65.7M 1,359,906 – –
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.5M 299,590 -9,540 -3%
Raymond James Financial
4
Raymond James Financial
Florida
$9.71M 201,059 +1,131 +0.6%
LPT
5
Legacy Private Trust
Wisconsin
$7.05M 145,979 -7,728 -5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$4.7M 97,302 -78 -0.1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.5M 72,438 -3,339 -4%
EWM
8
Evolution Wealth Management
Florida
$2.68M 55,521 +55,521 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.81M 37,555 +147 +0.4%
EH
10
Equitable Holdings
New York
$1.68M 34,848 +34,848 New
JWWM
11
Johnson & White Wealth Management
Pennsylvania
$1.66M 34,357 -1,480 -4%
PAG
12
Private Advisor Group
New Jersey
$1.45M 30,032 -2,650 -8%
SAM
13
Smartleaf Asset Management
Massachusetts
$1.45M 30,101 -2,435 -7%
HH
14
Hilltop Holdings
Texas
$855K 17,697 +3,524 +25%
Wolverine Trading
15
Wolverine Trading
Illinois
$762K 15,829 +8,304 +110%
NS
16
NBC Securities
Alabama
$653K 13,518 +227 +2%
BCI
17
Brinker Capital Investments
Pennsylvania
$596K 12,344 -16,311 -57%
RFG
18
REAP Financial Group
Texas
$571K 11,827 -536 -4%
QFW
19
QTR Family Wealth
Florida
$511K 10,573 -60 -0.6%
WC
20
Waterloo Capital
Texas
$457K 9,451 -142 -1%
Osaic Holdings
21
Osaic Holdings
Arizona
$359K 7,459 -1,147 -13%
RIG
22
RiverFront Investment Group
Virginia
$307K 6,353 – –
LPL Financial
23
LPL Financial
California
$257K 5,318 +5,318 New
IA
24
IFP Advisors
Florida
$249K 5,163 +1,496 +41%
FA
25
Fiduciary Alliance
South Carolina
$245K 5,073 -3,321 -40%
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