We are live on ! Find out more
OVL icon

Overlay Shares Large Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Advocacy Wealth Management Services
1
Advocacy Wealth Management Services
Georgia
$102M +$25.2M +743,041 +29%
Country Trust Bank
2
Country Trust Bank
Illinois
$73.9M +$23.4M +689,281 +41%
Raymond James & Associates
3
Raymond James & Associates
Florida
$12.3M +$964K +28,383 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$11.5M -$735K -21,639 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.4M +$474K +13,964 +11%
IFP Advisors
6
IFP Advisors
Florida
$3.97M – – –
Stringer Asset Management
7
Stringer Asset Management
Tennessee
$3.63M +$860K +25,311 +28%
Legacy Private Trust
8
Legacy Private Trust
Wisconsin
$3.4M -$290K -8,547 -7%
Horizon Investments
9
Horizon Investments
North Carolina
$3.3M +$3.64M +107,041 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.45M +$294K +8,655 +12%
Old Mission Capital
11
Old Mission Capital
Illinois
$1.34M +$1M +29,586 +219%
Private Advisor Group
12
Private Advisor Group
New Jersey
$1.02M +$203K +5,985 +22%
Bison Wealth
13
Bison Wealth
Georgia
$999K -$1.26M -37,019 -54%
Osaic Holdings
14
Osaic Holdings
Arizona
$386K -$35.5M -1,044,518 -99%
Hilltop Holdings
15
Hilltop Holdings
Texas
$384K -$205K -6,024 -33%
Vestmark Advisory Solutions
16
Vestmark Advisory Solutions
Massachusetts
$337K +$43.5K +1,282 +13%
Wells Fargo
17
Wells Fargo
California
$184K – – –
Sandy Spring Bank
18
Sandy Spring Bank
Maryland
$174K +$1.43K +42 +0.8%
Morgan Stanley
19
Morgan Stanley
New York
$72K -$86.5K -2,547 -52%
Concourse Financial Group Securities
20
Concourse Financial Group Securities
Alabama
$51K +$781 +23 +1%
UBS Group
21
UBS Group
Switzerland
$23K +$19.5K +575 +355%
Jane Street
22
Jane Street
New York
– -$348K -9,066 Closed
Fulcrum Equity Management
23
Fulcrum Equity Management
Texas
– -$262K -6,828 Closed