Overlay Shares Shrt Term BON (OVT)

CUSIP: 53656F573 | NYSE | 41 institutional holders

Institutional Holders — Q3 2026

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3.0% of portfolio$36.2M

6.5% of portfolio$11.7M

0.5% of portfolio$881.5K

0.1% of portfolio$295.5K

0.0% of portfolio$116.6K

0.0% of portfolio$84.4K

				Style	Turnover	Location	Filed
Bison Wealth, LLC	1,690,971	$36.2M	3.0%	Growth	Medium	Atlanta, GA	2026-10-13
Holcombe Financial, Inc.	552,729	$11.7M	6.5%	ETF	Low	Atlanta, GA	2026-10-16
Evolution Wealth Management Inc.	41,582	$881.5K	0.5%	ETF	Medium	Fort Myers, FL	2026-10-28
BlueChip Wealth Advisors LLC	13,938	$295.5K	0.1%	ETF	Medium	Milton, GA	2026-11-03
Parallel Advisors, LLC	5,500	$116.6K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Reap Financial Group, LLC	3,982	$84.4K	0.0%	ETF	Low	Austin, TX	2026-11-02