Overlay Shares Foreign Equit (OVF)

CUSIP: 53656F870 | NYSE | 25 institutional holders

Institutional Holders — Q3 2026

Sort by

2.2% of portfolio$26.5M

1.7% of portfolio$4.6M

0.0% of portfolio$1.8M

0.4% of portfolio$932.7K

0.1% of portfolio$233.0K

0.0% of portfolio$5.3K

				Style	Turnover	Location	Filed
Bison Wealth, LLC	862,749	$26.5M	2.2%	Growth	Medium	Atlanta, GA	2026-10-13
Johnson & White Wealth Management, LLC	149,798	$4.6M	1.7%	ETF	Very Low	York, PA	2026-11-03
LPL Financial LLC	57,123	$1.8M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Cap Partners, LLC	30,311	$932.7K	0.4%	ETF	Low	Franklin, TN	2026-10-19
Oasis Advisors, LLC	7,573	$233.0K	0.1%	ETF	Medium	Forest City, IA	2026-10-16
Evolution Wealth Management Inc.	172	$5.3K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28