Who Owns OVERLAY SHARES LARGE CAP EQUITY ETF (OVL)? -- Institutional Holders (2026-06-30)
54 institutions reported holding $200.1M of OVERLAY SHARES LARGE CAP EQUITY ETF (OVL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bison Wealth, LLC ($115.9M), ENVESTNET ASSET MANAGEMENT INC ($17.2M), RAYMOND JAMES FINANCIAL INC ($12.8M), NEW WAVE WEALTH ADVISORS LLC ($8.2M), JPMORGAN CHASE & CO ($4.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Bison Wealth, LLC | $115.9M | 2.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $17.2M | 303,398 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $12.8M | 225,933 | Added |
| 4 | NEW WAVE WEALTH ADVISORS LLC | $8.2M | 144,200 | New |
| 5 | JPMORGAN CHASE & CO | $4.9M | 87,170 | Trimmed |
| 6 | Royal Bank of Canada | $4.4M | 78,400 | Added |
| 7 | LPL Financial LLC | $4.1M | 72,164 | Added |
| 8 | Legacy Private Trust Co. | $3.6M | 63,645 | Trimmed |
| 9 | Janney Montgomery Scott LLC | $2.7M | 48,551 | Added |
| 10 | Johnson & White Wealth Management, LLC | $2.1M | 37,892 | Added |
| 11 | EVOLUTION WEALTH MANAGEMENT INC. | $2.1M | 36,489 | Trimmed |
| 12 | Smartleaf Asset Management LLC | $2.0M | 35,611 | Hold |
| 13 | Apollon Wealth Management, LLC | $2.0M | 35,050 | Added |
| 14 | SHELTON CAPITAL MANAGEMENT | $1.9M | 33,869 | Added |
| 15 | Equitable Holdings, Inc. | $1.8M | 31,300 | Added |
| 16 | MILESTONE ASSET MANAGEMENT, LLC | $1.4M | 25,133 | New |
| 17 | CAP Partners, LLC | $876,205 | 15,478 | New |
| 18 | WELLS FARGO & COMPANY/MN | $859,170 | 15,177 | New |
| 19 | Nuveen, LLC | $831,941 | 14,696 | New |
| 20 | NBC SECURITIES, INC. | $784,501 | 13,858 | Added |
| 21 | Wealthcare Advisory Partners LLC | $720,050 | 12,719 | New |
| 22 | OLD MISSION CAPITAL LLC | $718,154 | 12,686 | Trimmed |
| 23 | Arax Advisory Partners | $704,795 | 12,450 | New |
| 24 | PFG Investments, LLC | $697,222 | 12,316 | New |
| 25 | STIFEL FINANCIAL CORP | $693,473 | 12,250 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30