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Overlay Shares Small Cap EQ (OVS)

CUSIP: 53656F888 | NYSE | 21 institutional holders

Quarters

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

Bison Wealth, LLC436,944
1.4% of portfolio›$16.9M
Johnson & White Wealth Management, LLC56,402
0.8% of portfolio›$2.2M
Evolution Wealth Management Inc.191
0.0% of portfolio›$7.3K
StyleTurnoverLocationFiled
Bison Wealth, LLC
436,944$16.9M1.4%GrowthMediumAtlanta, GA2026-10-13
Johnson & White Wealth Management, LLC
56,402$2.2M0.8%ETFVery LowYork, PA2026-11-03
Evolution Wealth Management Inc.
191$7.3K0.0%ETFMediumFort Myers, FL2026-10-28