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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 |
AA
1
Armis Advisers
Atlanta,
Georgia
| $3.79M | +$3.98M | +108,761 | New |
|
| 2 |
BW
2
Bison Wealth
Atlanta,
Georgia
| $2.61M | -$1.11M | -30,401 | -29% |
|
| 3 |
JWWM
3
Johnson & White Wealth Management
York,
Pennsylvania
| $1.58M | +$98.3K | +2,684 | +6% |
|
| 4 |
GS
4
GTS Securities
Miami,
Florida
| $333K | +$63.9K | +1,745 | +22% |
|
| 5 |
AWM
5
AE Wealth Management
Topeka,
Kansas
| $16.3K | +$17.1K | +466 | New |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $2.83K | -$2.2K | -60 | -43% |
|
| 7 |
7
JP Morgan Chase
New York
| – | -$70.5K | -1,947 | Closed |
|