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Overlay Shares Large Cap Equity ETF

27 hedge funds and large institutions have $141M invested in Overlay Shares Large Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
5
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CTB
1
Country Trust Bank
Illinois
$63.2M 1,359,906
BW
2
Bison Wealth
Georgia
$23.5M 505,588 +255,769 +102%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.6M 313,768 -20,043 -6%
RJA
4
Raymond James & Associates
Florida
$10.2M 218,999 -37,188 -15%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$7.89M 169,776 -1,154 -0.7%
LPT
6
Legacy Private Trust
Wisconsin
$4.99M 107,341 +7,755 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.84M 82,516 -8,351 -9%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.31M 49,793 -2,729 -5%
JWWM
9
Johnson & White Wealth Management
Pennsylvania
$1.6M 34,329 +4,726 +16%
SAM
10
Smartleaf Asset Management
Massachusetts
$1.55M 33,498 -1,819 -5%
PAG
11
Private Advisor Group
New Jersey
$1.51M 32,487 -1,585 -5%
Jane Street
12
Jane Street
New York
$768K 16,518 +7,334 +80%
RFG
13
REAP Financial Group
Texas
$711K 15,296 -8,155 -35%
HH
14
Hilltop Holdings
Texas
$664K 14,295 +14,295 New
GS
15
GTS Securities
New York
$651K 14,003 +14,003 New
NS
16
NBC Securities
Alabama
$634K 13,660 -2,093 -13%
WC
17
Waterloo Capital
Texas
$540K 11,615 -141 -1%
BCI
18
Brinker Capital Investments
Pennsylvania
$447K 9,621 +9,621 New
OPS
19
Orion Portfolio Solutions
Nebraska
$447K 9,621 +9,621 New
UBS Group
20
UBS Group
Switzerland
$312K 6,712 +6,712 New
FA
21
Fiduciary Alliance
South Carolina
$242K 5,217 +5,217 New
SSB
22
Sandy Spring Bank
Maryland
$224K 4,828 +18 +0.4%
Comerica Bank
23
Comerica Bank
Texas
$175K 3,763
Morgan Stanley
24
Morgan Stanley
New York
$107K 2,306 -1 -0%
BHWM
25
Beaird Harris Wealth Management
Texas
$103K 2,219