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Overlay Shares Small Cap EQ (OVS)
CUSIP: 53656F888 | NYSE | 21 institutional holders
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Institutional Holders — Q3 2026
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Bison Wealth, LLC
436,944
1.4% of portfolio
›
$16.9M
Johnson & White Wealth Management, LLC
56,402
0.8% of portfolio
›
$2.2M
Evolution Wealth Management Inc.
191
0.0% of portfolio
›
$7.3K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Bison Wealth, LLC
436,944
$16.9M
1.4%
Growth
Medium
Atlanta, GA
2026-10-13
Johnson & White Wealth Management, LLC
56,402
$2.2M
0.8%
ETF
Very Low
York, PA
2026-11-03
Evolution Wealth Management Inc.
191
$7.3K
0.0%
ETF
Medium
Fort Myers, FL
2026-10-28