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Overlay Shares Small Cap Equity ETF
40.70
USD
-0.36
0.88%
At close
Updated
Sep 8, 4:00 PM EDT
Pre-market
After hours
1 day
-0.88%
5 days
-0.27%
1 month
-3.55%
3 months
1.78%
6 months
10.27%
Year to date
13.12%
1 year
14.68%
5 years
11.08%
10 years
65.78%
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 |
BW
1
Bison Wealth
Atlanta,
Georgia
| $743K | +$310K | +10,208 | +58% |
|
| 2 |
OMC
2
Old Mission Capital
Chicago,
Illinois
| $512K | -$173K | -5,687 | -23% |
|
| 3 |
JWWM
3
Johnson & White Wealth Management
York,
Pennsylvania
| $403K | +$458K | +15,091 | New |
|
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
| $82K | – | – | – |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $34K | -$7.77K | -256 | -17% |
|
| 6 |
IA
6
IFP Advisors
Tampa,
Florida
| $23K | – | – | – |
|