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Overlay Shares Municipal BON (OVM)
CUSIP: 53656F854 | NYSE | 38 institutional holders
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Institutional Holders — Q3 2026
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Bison Wealth, LLC
1,246,262
2.1% of portfolio
›
$25.6M
IFP Advisors, Inc
49,916
0.0% of portfolio
›
$1.0M
PMG Family Office LLC
25,326
0.5% of portfolio
›
$516.0K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Bison Wealth, LLC
1,246,262
$25.6M
2.1%
Growth
Medium
Atlanta, GA
2026-10-13
IFP Advisors, Inc
49,916
$1.0M
0.0%
Growth
Low
Tampa, FL
2026-10-16
PMG Family Office LLC
25,326
$516.0K
0.5%
Yield
Very Low
Plano, TX
2026-10-19