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Overlay Shares Large Cap Equity ETF

36 hedge funds and large institutions have $171M invested in Overlay Shares Large Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $145M → $171M (+$26.4M)

13.02% more ownership

Funds ownership: 81.61%94.63% (+13%)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

3% less funds holding

Funds holding: 3736 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
13
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Armis Advisers
Georgia
$115M +$13.9M +263,374 +15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.2M +$1.78M +33,659 +14%
Raymond James Financial
3
Raymond James Financial
Florida
$8.98M -$576K -10,878 -6%
LPT
4
Legacy Private Trust
Wisconsin
$4.34M +$55.9K +1,056 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$4.3M -$67.1K -1,268 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.38M +$20.5K +387 +0.6%
EWM
7
Evolution Wealth Management
Florida
$2.11M -$58.7K -1,110 -3%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.86M -$54.6K -1,031 -3%
PAG
9
Private Advisor Group
New Jersey
$1.79M +$17.6K +332 +0.9%
JWWM
10
Johnson & White Wealth Management
Pennsylvania
$1.76M +$104K +1,958 +6%
SAM
11
Smartleaf Asset Management
Massachusetts
$1.73M +$12.1K +229 +0.6%
AWM
12
Apollon Wealth Management
South Carolina
$1.73M +$1.82M +34,450 New
SCM
13
Shelton Capital Management
Colorado
$1.36M +$1.44M +27,131 New
OMC
14
Old Mission Capital
Illinois
$747K +$452K +8,548 +136%
EH
15
Equitable Holdings
New York
$708K -$746K -14,099 -51%
LPL Financial
16
LPL Financial
California
$702K +$358K +6,759 +94%
NS
17
NBC Securities
Alabama
$625K -$8.73K -165 -1%
Stifel Financial
18
Stifel Financial
Missouri
$616K
RFG
19
REAP Financial Group
Texas
$501K -$86.6K -1,636 -14%
LC
20
Luminist Capital
Michigan
$420K -$25.1K -474 -5%
BIG
21
Brooklyn Investment Group
New York
$414K +$436K +8,237 New
WC
22
Waterloo Capital
Texas
$393K -$69.9K -1,320 -14%
GS
23
GTS Securities
New York
$392K +$204K +3,862 +98%
Osaic Holdings
24
Osaic Holdings
Arizona
$383K -$53.7K -1,015 -12%
AWM
25
AE Wealth Management
Kansas
$363K -$132K -2,490 -26%