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Overlay Shares Core Bond ETF (OVB)

CUSIP: 53656F862 | NYSE | 55 institutional holders

Quarters

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

Bison Wealth, LLC1,155,692
1.9% of portfolio›$22.7M
Evolution Wealth Management Inc.257,921
2.9% of portfolio›$5.0M
Ethos Capital Management, Inc.45,110
0.6% of portfolio›$875.2K
Beam Wealth Advisors, Inc.26,251
0.1% of portfolio›$509.3K
Reap Financial Group, LLC11,480
0.0% of portfolio›$222.7K
IFP Advisors, Inc1,337
0.0% of portfolio›$25.9K
StyleTurnoverLocationFiled
Bison Wealth, LLC
1,155,692$22.7M1.9%GrowthMediumAtlanta, GA2026-10-13
Evolution Wealth Management Inc.
257,921$5.0M2.9%ETFMediumFort Myers, FL2026-10-28
Ethos Capital Management, Inc.
45,110$875.2K0.6%GrowthHighNewtown, PA2026-11-03
Beam Wealth Advisors, Inc.
26,251$509.3K0.1%ETFMediumCovington, LA2026-11-03
Reap Financial Group, LLC
11,480$222.7K0.0%ETFLowAustin, TX2026-11-02
IFP Advisors, Inc
1,337$25.9K0.0%GrowthLowTampa, FL2026-10-16