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Overlay Shrs HDG LRG Cap EQY (OVLH)

CUSIP: 53656F581 | NYSE | 50 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Bison Wealth, LLC1,068,959
3.8% of portfolio›$45.7M
Commonwealth Equity Services, LLC293,474
0.0% of portfolio›$12.4M
Holcombe Financial, Inc.66,911
1.6% of portfolio›$2.8M
Apollon Wealth Management, LLC65,451
0.0% of portfolio›$2.8M
PKS Advisory Services, LLC10,924
0.1% of portfolio›$456.4K
Oasis Advisors, LLC8,556
0.2% of portfolio›$360.6K
CoreCap Advisors, LLC2,831
0.0% of portfolio›$119.3K
IFP Advisors, Inc2,665
0.0% of portfolio›$112.3K
Reap Financial Group, LLC2,663
0.0% of portfolio›$112.3K
Evolution Wealth Management Inc.1,247
0.0% of portfolio›$52.6K
StyleTurnoverLocationFiled
Bison Wealth, LLC
1,068,959$45.7M3.8%GrowthMediumAtlanta, GA2026-10-13
Commonwealth Equity Services, LLC
293,474$12.4M0.0%ETFLowWaltham, MA2026-11-02
Holcombe Financial, Inc.
66,911$2.8M1.6%ETFLowAtlanta, GA2026-10-16
Apollon Wealth Management, LLC
65,451$2.8M0.0%GrowthLowMount Pleasant, SC2026-10-23
PKS Advisory Services, LLC
10,924$456.4K0.1%ETFMediumAlbany, NY2026-10-26
Oasis Advisors, LLC
8,556$360.6K0.2%ETFMediumForest City, IA2026-10-16
CoreCap Advisors, LLC
2,831$119.3K0.0%ETFMediumSouthfield, MI2026-10-08
IFP Advisors, Inc
2,665$112.3K0.0%GrowthLowTampa, FL2026-10-16
Reap Financial Group, LLC
2,663$112.3K0.0%ETFLowAustin, TX2026-11-02
Evolution Wealth Management Inc.
1,247$52.6K0.0%ETFMediumFort Myers, FL2026-10-28