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Overlay Shares Municipal BON (OVM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bison Wealth, LLC
INCREASED
Shares1,246,262 from 1,162,735
Change+83,527 (+7%)
Value$25.6M (+$164.6K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares49,916 from 49,135
Change+781 (+2%)
Value$1.0M (-$53.3K)
Filed 2026-10-16
PMG Family Office LLC
INCREASED
Shares25,326 from 20,514
Change+4,812 (+23%)
Value$516.0K (+$69.2K)
Filed 2026-10-19
Evolution Wealth Management Inc.
CLOSED
Shares0 from 21,607
Change-21,607 (-100%)
Value$0 (-$470.7K)
Filed 2026-10-28
MML Investors Services, LLC
N/A
Shares— from 13,484
Change-13,484 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,519
Change-11,519 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,699
Change-9,699 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bison Wealth, LLC
INCREASED1,246,2621,162,735+83,527+7%$25.4M$25.6M+$164.6K2026-10-13
IFP Advisors, Inc
INCREASED49,91649,135+781+2%$1.1M$1.0M-$53.3K2026-10-16
PMG Family Office LLC
INCREASED25,32620,514+4,812+23%$446.9K$516.0K+$69.2K2026-10-19
Evolution Wealth Management Inc.
CLOSED021,607-21,607-100%$470.7K$0-$470.7K2026-10-28
MML Investors Services, LLC
N/A—13,484-13,484-100%$293.7K———
Raymond James Financial Inc
N/A—11,519-11,519-100%$250.9K———
Cetera Investment Advisers
N/A—9,699-9,699-100%$211.3K———
Osaic Holdings, Inc.
N/A—1,869-1,869-100%$40.7K———
Morgan Stanley
N/A—1-1-100%$31———
Showing 9 of 9 institutions