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Overlay Shares Small Cap Equity ETF
OVS
OVS
38.68
USD
-0.19
0.49%
At close
Updated
Oct 23, 4:00 PM EDT
Pre-market
After hours
1 day
-0.49%
5 days
1.23%
1 month
-1.3%
3 months
-6.57%
6 months
-2.84%
Year to date
7.5%
1 year
7.89%
5 years
2.95%
10 years
57.56%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Armis Advisers
Atlanta,
Georgia
| $16.9M | +$531K | +13,276 | +3% |
|
| 2 |
2
Johnson & White Wealth Management
York,
Pennsylvania
| $2.2M | +$145K | +3,627 | +8% |
|
| 3 |
3
Lotus Technology Management
Orlando,
Florida
| $761K | +$4.4M | +110,076 | New |
|
| 4 |
4
Old Mission Capital
Chicago,
Illinois
| $452K | +$140K | +3,512 | +50% |
|
| 5 |
5
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $305K | +$286K | +7,148 | New |
|
| 6 |
6
Arax Advisory Partners
Denver,
Colorado
| $229K | +$214K | +5,363 | New |
|
| 7 |
7
Wells Fargo
San Francisco,
California
| $210K | +$197K | +4,922 | New |
|
| 8 |
8
Osaic Holdings
Scottsdale,
Arizona
| $51K | – | – | – |
|
| 9 |
9
Evolution Wealth Management
Fort Myers,
Florida
| $8.15K | – | – | – |
|
| 10 |
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$23K | -643 | Closed |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| – | -$1.89K | -52 | Closed |
|