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Overlay Shares Large Cap Equity ETF

35 hedge funds and large institutions have $158M invested in Overlay Shares Large Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
10
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CTB
1
Country Trust Bank
Illinois
$63.4M 1,359,906
BW
2
Bison Wealth
Georgia
$25.1M 537,292 +31,704 +6%
AA
3
Armis Advisers
Georgia
$15.7M 335,584 +335,584 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$14.6M 312,798 -970 -0.3%
Raymond James Financial
5
Raymond James Financial
Florida
$9.84M 210,900 +210,900 New
LPT
6
Legacy Private Trust
Wisconsin
$5.51M 118,202 +10,861 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.72M 79,823 -2,693 -3%
OPS
8
Orion Portfolio Solutions
Nebraska
$2.9M 62,220 +52,599 +547%
BCI
9
Brinker Capital Investments
Pennsylvania
$2.9M 62,220 +52,599 +547%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.13M 45,757 -4,036 -8%
JWWM
11
Johnson & White Wealth Management
Pennsylvania
$1.69M 36,385 +2,056 +6%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.61M 34,472 -135,304 -80%
SAM
13
Smartleaf Asset Management
Massachusetts
$1.54M 32,942 -556 -2%
PAG
14
Private Advisor Group
New Jersey
$1.49M 31,936 -551 -2%
GS
15
GTS Securities
New York
$1.26M 26,915 +12,912 +92%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$803K 17,210 +17,210 New
HH
17
Hilltop Holdings
Texas
$665K 14,254 -41 -0.3%
RFG
18
REAP Financial Group
Texas
$647K 13,871 -1,425 -9%
WC
19
Waterloo Capital
Texas
$470K 10,077 -1,538 -13%
FA
20
Fiduciary Alliance
South Carolina
$364K 7,811 +2,594 +50%
Citadel Advisors
21
Citadel Advisors
Florida
$306K 6,555 +6,555 New
RIG
22
RiverFront Investment Group
Virginia
$296K 6,353 +6,353 New
Jane Street
23
Jane Street
New York
$274K 5,867 -10,651 -64%
LPL Financial
24
LPL Financial
California
$231K 4,960 +4,960 New
SSB
25
Sandy Spring Bank
Maryland
$227K 4,864 +36 +0.7%