IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Overlay Shrs HDG LRG Cap EQY (OVLH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bison Wealth, LLC
DECREASED
Shares1,068,959 from 1,097,349
Change-28,390 (-3%)
Value$45.7M (-$294.1K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares293,474 from 235,472
Change+58,002 (+25%)
Value$12.4M (+$2.5M)
Filed 2026-11-02
Holcombe Financial, Inc.
DECREASED
Shares66,911 from 354,916
Change-288,005 (-81%)
Value$2.8M (-$12.0M)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares65,451 from 69,381
Change-3,930 (-6%)
Value$2.8M (-$140.1K)
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares10,924 from 10,924
Change0 (0%)
Value$456.4K ($0)
Filed 2026-10-26
Oasis Advisors, LLC
UNCHANGED
Shares8,556 from 8,556
Change0 (0%)
Value$360.6K (+$3.1K)
Filed 2026-10-16
CoreCap Advisors, LLC
INCREASED
Shares2,831 from 2,376
Change+455 (+19%)
Value$119.3K (+$20.1K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares2,665 from 2,679
Change-14 (-1%)
Value$112.3K (+$396)
Filed 2026-10-16
Reap Financial Group, LLC
DECREASED
Shares2,663 from 2,679
Change-16 (-1%)
Value$112.3K (+$312)
Filed 2026-11-02
Evolution Wealth Management Inc.
UNCHANGED
Shares1,247 from 1,247
Change0 (0%)
Value$52.6K (+$459)
Filed 2026-10-28
Fifth Third Bancorp
CLOSED
Shares0 from 16,264
Change-16,264 (-100%)
Value$0 (-$679.5K)
Filed 2026-11-05
Delta Investment Management, LLC
N/A
Shares— from 285,957
Change-285,957 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 70,077
Change-70,077 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 53,268
Change-53,268 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,645
Change-20,645 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 11,181
Change-11,181 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,871
Change-8,871 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,939
Change-6,939 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 668
Change-668 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 319
Change-319 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bison Wealth, LLC
DECREASED1,068,9591,097,349-28,390-3%$46.0M$45.7M-$294.1K2026-10-13
Commonwealth Equity Services, LLC
INCREASED293,474235,472+58,002+25%$9.8M$12.4M+$2.5M2026-11-02
Holcombe Financial, Inc.
DECREASED66,911354,916-288,005-81%$14.8M$2.8M-$12.0M2026-10-16
Apollon Wealth Management, LLC
DECREASED65,45169,381-3,930-6%$2.9M$2.8M-$140.1K2026-10-23
PKS Advisory Services, LLC
UNCHANGED10,92410,92400%$456.4K$456.4K$02026-10-26
Oasis Advisors, LLC
UNCHANGED8,5568,55600%$357.5K$360.6K+$3.1K2026-10-16
CoreCap Advisors, LLC
INCREASED2,8312,376+455+19%$99.3K$119.3K+$20.1K2026-10-08
IFP Advisors, Inc
DECREASED2,6652,679-14-1%$111.9K$112.3K+$3962026-10-16
Reap Financial Group, LLC
DECREASED2,6632,679-16-1%$111.9K$112.3K+$3122026-11-02
Evolution Wealth Management Inc.
UNCHANGED1,2471,24700%$52.1K$52.6K+$4592026-10-28
Fifth Third Bancorp
CLOSED016,264-16,264-100%$679.5K$0-$679.5K2026-11-05
Delta Investment Management, LLC
N/A—285,957-285,957-100%$11.9M———
LPL Financial LLC
N/A—70,077-70,077-100%$2.9M———
Pacific Financial Group Inc
N/A—53,268-53,268-100%$2.2M———
Stifel Financial Corp
N/A—20,645-20,645-100%$862.5K———
Nuveen, LLC
N/A—11,181-11,181-100%$467.1K———
Raymond James Financial Inc
N/A—8,871-8,871-100%$370.6K———
Mercer Global Advisors Inc
N/A—6,939-6,939-100%$289.9K———
Envestnet Asset Management Inc
N/A—5,981-5,981-100%$249.9K———
Wells Fargo & Company
N/A—5,795-5,795-100%$242.1K———
Luminist Capital LLC
N/A—1,306-1,306-100%$52.7K———
Royal Bank of Canada
N/A—668-668-100%$28.0K———
Morgan Stanley
N/A—319-319-100%$13.3K———
AE Wealth Management LLC
N/A—1-1-100%$24———
Showing 24 of 24 institutions