Skip to content

OVT LISTED FDS TR

Follow

OVERLAY SHS SHRT (fund)

13 managers (13 13F filers) reported a position in OVT shares at 2026-03-31, 4,869,330 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
13
13F filers
13
New
5
Added
5
Reduced
2
Sold out
3
Shares held by filers
4,869,330

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bison Wealth, LLC1,576,480$34.8M3.38%+100,63713F-HRTimeline
Holcombe Financial, Inc.526,466$11.5M6.78%+25,38313F-HRTimeline
Oasis Advisors, LLC2,548,535$4.52M0.89%new13F-HRTimeline
Orion Porfolio Solutions, LLC113,351$2.48M0.02%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC32,989$723K0.03%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.27,081$593K0.43%+11,00713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,573$341K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,528$296K0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,286$182K<0.01%+12813F-HRTimelineGroup
REAP Financial Group, LLC5,687$125K0.02%-94813F-HRTimeline
UBS Group AGin group UBS Group AG761$16.7K<0.01%+57913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA592$13K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1$20<0.01%-2,35213F-HRTimeline