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Overlay Shares Large Cap Equity ETF

37 hedge funds and large institutions have $177M invested in Overlay Shares Large Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
7
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AA
1
Armis Advisers
Georgia
$66.3M 1,527,424 +1,191,840 +355%
CTB
2
Country Trust Bank
Illinois
$59.6M 1,359,906
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.5M 309,130 -3,668 -1%
Raymond James Financial
4
Raymond James Financial
Florida
$8.75M 199,928 -10,972 -5%
LPT
5
Legacy Private Trust
Wisconsin
$6.73M 153,707 +35,505 +30%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$4.26M 97,380 +62,908 +182%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.32M 75,777 -4,046 -5%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.64M 37,408 -8,349 -18%
JWWM
9
Johnson & White Wealth Management
Pennsylvania
$1.57M 35,837 -548 -2%
PAG
10
Private Advisor Group
New Jersey
$1.43M 32,682 +746 +2%
SAM
11
Smartleaf Asset Management
Massachusetts
$1.41M 32,536 -406 -1%
OPS
12
Orion Portfolio Solutions
Nebraska
$1.25M 28,655 -33,565 -54%
BCI
13
Brinker Capital Investments
Pennsylvania
$1.25M 28,655 -33,565 -54%
HH
14
Hilltop Holdings
Texas
$621K 14,173 -81 -0.6%
NS
15
NBC Securities
Alabama
$582K 13,291 +13,278 +102,138%
RFG
16
REAP Financial Group
Texas
$541K 12,363 -1,508 -11%
QFW
17
QTR Family Wealth
Florida
$466K 10,633 +10,633 New
WC
18
Waterloo Capital
Texas
$420K 9,593 -484 -5%
OMC
19
Old Mission Capital
Illinois
$402K 9,172 +9,172 New
Osaic Holdings
20
Osaic Holdings
Arizona
$377K 8,606 +8,079 +1,533%
FA
21
Fiduciary Alliance
South Carolina
$368K 8,394 +583 +7%
Wolverine Trading
22
Wolverine Trading
Illinois
$327K 7,525 +7,525 New
RIG
23
RiverFront Investment Group
Virginia
$278K 6,353
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$276K 6,302 -10,908 -63%
Citadel Advisors
25
Citadel Advisors
Florida
$270K 6,169 -386 -6%