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Overlay Shares Municipal BON (OVM)

CUSIP: 53656F854 | NYSE | 38 institutional holders

Quarters

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

Bison Wealth, LLC1,246,262
2.1% of portfolio›$25.6M
IFP Advisors, Inc49,916
0.0% of portfolio›$1.0M
PMG Family Office LLC25,326
0.5% of portfolio›$516.0K
StyleTurnoverLocationFiled
Bison Wealth, LLC
1,246,262$25.6M2.1%GrowthMediumAtlanta, GA2026-10-13
IFP Advisors, Inc
49,916$1.0M0.0%GrowthLowTampa, FL2026-10-16
PMG Family Office LLC
25,326$516.0K0.5%YieldVery LowPlano, TX2026-10-19