Overlay Shares Large Cap EQ (OVL)

CUSIP: 53656F805 | NYSE | 99 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

Sort by

Bison Wealth, LLC2,250,376

10.9% of portfolio$130.0M

New Wave Wealth Advisors LLC105,902

1.6% of portfolio$6.1M

Legacy Private Trust Co.58,911

0.2% of portfolio$3.3M

Johnson & White Wealth Management, LLC41,477

0.8% of portfolio$2.3M

Milestone Asset Management, LLC39,611

0.4% of portfolio$2.2M

Evolution Wealth Management Inc.36,474

1.2% of portfolio$2.1M

Apollon Wealth Management, LLC35,040

0.0% of portfolio$2.0M

Wealthcare Advisory Partners LLC31,981

0.0% of portfolio$1.8M

Cap Partners, LLC19,177

0.5% of portfolio$1.1M

Lanark Financial, Inc.13,831

0.1% of portfolio$778.8K

Oasis Advisors, LLC10,371

0.2% of portfolio$584.0K

Reap Financial Group, LLC10,298

0.1% of portfolio$579.9K

Commonwealth Equity Services, LLC6,598

0.0% of portfolio$371.5K

QTR Family Wealth, LLC4,568

0.1% of portfolio$257.2K

EverSource Wealth Advisors, LLC1,000

0.0% of portfolio$56.3K

Triumph Capital Management363

0.0% of portfolio$20.4K

Parallel Advisors, LLC70

0.0% of portfolio$3.9K

				Style	Turnover	Location	Filed
Bison Wealth, LLC	2,250,376	$130.0M	10.9%	Growth	Medium	Atlanta, GA	2026-10-13
New Wave Wealth Advisors LLC	105,902	$6.1M	1.6%	Core	Medium	Springdale, AR	2026-10-19
Legacy Private Trust Co.	58,911	$3.3M	0.2%	ETF	Low	Neenah, WI	2026-10-06
Johnson & White Wealth Management, LLC	41,477	$2.3M	0.8%	ETF	Very Low	York, PA	2026-11-03
Milestone Asset Management, LLC	39,611	$2.2M	0.4%	Growth	High	Pittsburgh, PA	2026-10-15
Evolution Wealth Management Inc.	36,474	$2.1M	1.2%	ETF	Medium	Fort Myers, FL	2026-10-28
Apollon Wealth Management, LLC	35,040	$2.0M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Wealthcare Advisory Partners LLC	31,981	$1.8M	0.0%	ETF	Low	West Chester, PA	2026-10-21
Cap Partners, LLC	19,177	$1.1M	0.5%	ETF	Low	Franklin, TN	2026-10-19
Lanark Financial, Inc.	13,831	$778.8K	0.1%	Core	Medium	Birmingham, AL	2026-10-26
Oasis Advisors, LLC	10,371	$584.0K	0.2%	ETF	Medium	Forest City, IA	2026-10-16
Reap Financial Group, LLC	10,298	$579.9K	0.1%	ETF	Low	Austin, TX	2026-11-02
Commonwealth Equity Services, LLC	6,598	$371.5K	0.0%	ETF	Low	Waltham, MA	2026-11-02
QTR Family Wealth, LLC	4,568	$257.2K	0.1%	Growth	Medium	Lake Mary, FL	2026-11-02
EverSource Wealth Advisors, LLC	1,000	$56.3K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Triumph Capital Management	363	$20.4K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Parallel Advisors, LLC	70	$3.9K	0.0%	Index	Low	San Francisco, CA	2026-11-03