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Overlay Shares Shrt Term BON (OVT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bison Wealth, LLC
INCREASED
Shares1,690,971 from 1,575,908
Change+115,063 (+7%)
Value$36.2M (+$1.7M)
Filed 2026-10-13
Holcombe Financial, Inc.
INCREASED
Shares552,729 from 534,387
Change+18,342 (+3%)
Value$11.7M (+$54.5K)
Filed 2026-10-16
Evolution Wealth Management Inc.
INCREASED
Shares41,582 from 34,904
Change+6,678 (+19%)
Value$881.5K (+$119.7K)
Filed 2026-10-28
BlueChip Wealth Advisors LLC
NEW
Shares13,938
Change+13,938
Value$295.5K
Filed 2026-11-03
Parallel Advisors, LLC
NEW
Shares5,500
Change+5,500
Value$116.6K
Filed 2026-11-03
Reap Financial Group, LLC
DECREASED
Shares3,982 from 4,001
Change-19 (0%)
Value$84.4K (-$2.9K)
Filed 2026-11-02
Oasis Advisors, LLC
CLOSED
Shares0 from 32,976
Change-32,976 (-100%)
Value$0 (-$719.7K)
Filed 2026-10-16
True Link Financial Advisors, LLC
CLOSED
Shares0 from 23,510
Change-23,510 (-100%)
Value$0 (-$513.1K)
Filed 2026-10-27
Orion Porfolio Solutions, LLC
N/A
Shares— from 23,940
Change-23,940 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 22,826
Change-22,826 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 19,665
Change-19,665 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,573
Change-15,573 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,598
Change-9,598 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,268
Change-7,268 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,242
Change-5,242 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bison Wealth, LLC
INCREASED1,690,9711,575,908+115,063+7%$34.5M$36.2M+$1.7M2026-10-13
Holcombe Financial, Inc.
INCREASED552,729534,387+18,342+3%$11.7M$11.7M+$54.5K2026-10-16
Evolution Wealth Management Inc.
INCREASED41,58234,904+6,678+19%$761.8K$881.5K+$119.7K2026-10-28
BlueChip Wealth Advisors LLC
NEW13,938—+13,938——$295.5K—2026-11-03
Parallel Advisors, LLC
NEW5,500—+5,500——$116.6K—2026-11-03
Reap Financial Group, LLC
DECREASED3,9824,001-190%$87.3K$84.4K-$2.9K2026-11-02
Oasis Advisors, LLC
CLOSED032,976-32,976-100%$719.7K$0-$719.7K2026-10-16
True Link Financial Advisors, LLC
CLOSED023,510-23,510-100%$513.1K$0-$513.1K2026-10-27
Orion Porfolio Solutions, LLC
N/A—23,940-23,940-100%$522.5K———
Virtu Financial LLC
N/A—22,826-22,826-100%$498.0K———
LPL Financial LLC
N/A—19,665-19,665-100%$429.2K———
Raymond James Financial Inc
N/A—15,573-15,573-100%$339.9K———
Nuveen, LLC
N/A—9,598-9,598-100%$209.5K———
Atlantic Union Bankshares Corp
N/A—8,421-8,421-100%$183.8K———
Wells Fargo & Company
N/A—7,268-7,268-100%$158.6K———
Global Retirement Partners, LLC
N/A—5,242-5,242-100%$114.4K———
AE Wealth Management LLC
N/A—878-878-100%$19.2K———
Morgan Stanley
N/A—1-1-100%$23———
Showing 18 of 18 institutions