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Overlay Shares Foreign Equit (OVF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bison Wealth, LLC
INCREASED
Shares862,749 from 736,641
Change+126,108 (+17%)
Value$26.5M (+$2.8M)
Filed 2026-10-13
Johnson & White Wealth Management, LLC
INCREASED
Shares149,798 from 137,191
Change+12,607 (+9%)
Value$4.6M (+$261.7K)
Filed 2026-11-03
LPL Financial LLC
INCREASED
Shares57,123 from 34,639
Change+22,484 (+65%)
Value$1.8M (+$660.0K)
Filed 2026-11-06
Cap Partners, LLC
INCREASED
Shares30,311 from 24,397
Change+5,914 (+24%)
Value$932.7K (+$159.5K)
Filed 2026-10-19
Oasis Advisors, LLC
INCREASED
Shares7,573 from 7,389
Change+184 (+2%)
Value$233.0K (-$1.1K)
Filed 2026-10-16
Evolution Wealth Management Inc.
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$5.3K (-$159)
Filed 2026-10-28
True Link Financial Advisors, LLC
CLOSED
Shares0 from 7,700
Change-7,700 (-100%)
Value$0 (-$244.0K)
Filed 2026-10-27
Wells Fargo & Company
N/A
Shares— from 7,457
Change-7,457 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bison Wealth, LLC
INCREASED862,749736,641+126,108+17%$23.7M$26.5M+$2.8M2026-10-13
Johnson & White Wealth Management, LLC
INCREASED149,798137,191+12,607+9%$4.3M$4.6M+$261.7K2026-11-03
LPL Financial LLC
INCREASED57,12334,639+22,484+65%$1.1M$1.8M+$660.0K2026-11-06
Cap Partners, LLC
INCREASED30,31124,397+5,914+24%$773.2K$932.7K+$159.5K2026-10-19
Oasis Advisors, LLC
INCREASED7,5737,389+184+2%$234.2K$233.0K-$1.1K2026-10-16
Evolution Wealth Management Inc.
UNCHANGED17217200%$5.5K$5.3K-$1592026-10-28
True Link Financial Advisors, LLC
CLOSED07,700-7,700-100%$244.0K$0-$244.0K2026-10-27
Wells Fargo & Company
N/A—7,457-7,457-100%$236.3K———
Osaic Holdings, Inc.
N/A—1,935-1,935-100%$61.3K———
Morgan Stanley
N/A—1-1-100%$48———
Showing 10 of 10 institutions