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Overlay Shares Small Cap Equity ETF
38.82
USD
-0.72
1.82%
At close
Updated
Oct 30, 4:00 PM EDT
Pre-market
After hours
38.90
+0.08
0.21%
1 day
-1.82%
5 days
-0.05%
1 month
1.73%
3 months
-6.03%
6 months
-3.02%
Year to date
7.89%
1 year
10.76%
5 years
1.94%
10 years
58.13%
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
Bison Wealth
Atlanta,
Georgia
| $2.17M | +$386K | +12,611 | +20% |
|
| 2 |
2
GTS Securities
Miami,
Florida
| $632K | +$674K | +22,055 | New |
|
| 3 |
3
Johnson & White Wealth Management
York,
Pennsylvania
| $476K | -$52.1K | -1,703 | -9% |
|
| 4 |
4
JP Morgan Chase
New York
| $231K | +$113K | +3,682 | +84% |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $13.8K | +$12.9K | +421 | +679% |
|
| 6 |
6
IFP Advisors
Tampa,
Florida
| $4.9K | – | – | – |
|
| 7 |
7
Osaic Holdings
Scottsdale,
Arizona
| – | -$93.3K | -3,062 | Closed |
|