Overlay Shares Core Bond ETF (OVB) Institutional Ownership $20.19 -0.31 (-1.51%) As of 07/3/2025 05:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Overlay Shares Core Bond ETF (NYSEARCA:OVB)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$24.77MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$55.09K Get OVB Insider Trade Alerts Want to know when executives and insiders are buying or selling Overlay Shares Core Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data OVB Institutional Buying and Selling by Quarter Overlay Shares Core Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/13/2025HighTower Advisors LLC525,631$10.77M0.0%+9.3%20.776% 5/5/2025IFP Advisors Inc85,704$1.76M0.1%+11.8%3.374% 2/27/2025REAP Financial Group LLC20,603$417K0.1%-8.3%0.916% 2/25/2025Armis Advisers LLC887,833$17.95M2.2%N/A39.459% 2/14/2025Bison Wealth LLC459,206$9.29M0.9%+77.9%18.150% 2/12/2025Orion Portfolio Solutions LLC18,502$374K0.0%N/A0.841% 2/11/2025Sandy Spring Bank26,297$532K0.0%+30.0%1.195% 2/7/2025HighTower Advisors LLC480,768$9.72M0.0%+1.6%21.853% 2/4/2025IFP Advisors Inc76,685$1.55M0.1%+2.4%3.486% 12/26/2024JPMorgan Chase & Co.9,437$204K0.0%-7.9%0.429% Get the Latest News and Ratings for OVB and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Overlay Shares Core Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 11/15/2024HighTower Advisors LLC473,029$10.20M0.0%+8.7%21.501% 11/14/2024RPg Family Wealth Advisory LLC6,400$138K0.0%N/A0.291% 1/30/2024Bison Wealth LLC207,685$4.27M0.8%-14.6%9.030% 1/26/2024Sandy Spring Bank20,266$417K0.0%+3.9%0.881% 1/24/2024International Assets Investment Management LLC5,389$111K0.0%N/A0.234% 1/9/2024IFP Advisors Inc77,224$1.59M0.1%-3.6%3.358% 11/13/2023Bison Wealth LLC243,126$4.77M0.9%-29.3%10.571% 11/8/2023HighTower Advisors LLC435,364$8.52M0.0%+12.8%18.929% 10/30/2023Sandy Spring Bank19,499$383K0.0%-11.3%0.848% 10/12/2023IFP Advisors Inc80,119$1.57M0.1%+11.4%3.483% 8/14/2023IFP Advisors Inc71,950$1.49M0.1%+7.2%3.128% 8/14/2023Resurgent Financial Advisors LLC5,617$116K0.1%-15.5%0.244% 8/14/2023Bison Wealth LLC343,915$7.13M1.3%+3.1%14.953% 8/4/2023Sandy Spring Bank21,994$456K0.0%-2.8%0.956% 8/4/2023IFP Advisors Inc71,950$1.80M0.1%+7.2%3.128% 7/18/2023Fiduciary Alliance LLC84,673$1.76M0.4%-6.3%3.528% 5/15/2023Bison Wealth LLC333,687$7.01M2.2%+30.4%14.508% 5/12/2023MRP Capital Investments LLC5,000$105K0.1%+1,624.1%0.217% 5/12/2023HighTower Advisors LLC387,171$8.14M0.0%+35.4%16.834% 4/18/2023IFP Advisors Inc67,094$1.68M0.1%-40.1%2.917% 4/18/2023Fiduciary Alliance LLC90,327$1.90M0.5%-3.5%3.927% 3/6/2023OLD Mission Capital LLC11,256$228K0.0%-75.5%0.489% 2/10/2023Bison Wealth LLC255,933$5.37M1.7%+81.4%11.128% 2/10/2023Sandy Spring Bank22,376$454K0.0%-53.8%0.973% 2/9/2023HighTower Advisors LLC286,041$5.80M0.0%-28.3%12.437% 2/7/2023IFP Advisors Inc112,097$2.81M0.1%-28.6%4.874% 1/20/2023HB Wealth Management LLC11,303$229K0.0%N/A0.491% 1/19/2023Fiduciary Alliance LLC93,622$1.90M0.5%N/A4.071% 11/15/2022Bison Wealth LLC141,094$2.85M1.1%+15.3%5.427% 11/14/2022OLD Mission Capital LLC45,932$928K0.0%+15.5%1.767% $100 Trillion “AI Metal” Found in American Ghost Town (Ad)Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.Click here to get the details on this virtual monopoly.11/2/2022Sandy Spring Bank48,406$978K0.1%+2.2%1.862% 10/25/2022Raymond James & Associates23,527$475K0.0%-43.6%0.905% 8/5/2022OLD Mission Capital LLC39,779$873K0.0%+88.1%1.283% 8/3/2022Envestnet Asset Management Inc.25,206$553K0.0%-23.2%0.813% 8/3/2022Janney Montgomery Scott LLC9,517$209K0.0%+9.7%0.307% 7/22/2022Bison Wealth LLC122,370$2.68M1.5%+57.2%3.947% 7/21/2022Sandy Spring Bank47,364$1.04M0.1%-4.3%1.528% 7/6/2022Advocacy Wealth Management Services LLC9,838$216K0.0%-99.7%0.317% 5/16/2022Horizon Investments LLC108,308$2.55M0.1%+3.8%3.438% 5/12/2022Bison Wealth LLC77,823$1.85M0.9%N/A2.471% 5/12/2022HighTower Advisors LLC628,097$14.91M0.0%+1,384.1%19.940% 5/4/2022Envestnet Asset Management Inc.32,840$781K0.0%+1.7%1.043% 5/3/2022Sandy Spring Bank49,470$1.18M0.1%+8.2%1.570% 4/27/2022ProVise Management Group LLC12,475$297K0.0%-72.4%0.387% 4/4/2022Advocacy Wealth Management Services LLC3,185,715$75.61M13.2%-1.9%48.637% 2/16/2022Horizon Investments LLC104,393$2.66M0.1%+5.3%1.618% 2/14/2022Hilltop Holdings Inc.24,577$627K0.1%N/A0.381% 2/10/2022HighTower Advisors LLC42,321$1.08M0.0%+4.7%0.656% 2/8/2022Raymond James & Associates42,343$1.08M0.0%-2.7%0.659% 2/4/2022Envestnet Asset Management Inc.32,282$824K0.0%+10.9%0.502% 1/18/2022ProVise Management Group LLC45,229$1.15M0.1%-76.9%0.776% 1/12/2022IFP Advisors Inc47,160$1.20M0.0%+452.5%0.810% 1/5/2022Advocacy Wealth Management Services LLC3,246,548$82.87M13.9%+1.1%55.975% 11/15/2021Horizon Investments LLC99,141$2.55M0.1%+2.9%1.786% 11/15/2021HighTower Advisors LLC40,437$1.05M0.0%+5.7%0.729% 11/12/2021OLD Mission Capital LLC28,601$744K0.0%N/A0.515% 11/5/2021Sandy Spring Bank26,928$700K0.0%N/A0.485% 11/3/2021Lakeview Capital Partners LLC6,594$171K0.1%-36.6%0.119% 11/2/2021Raymond James & Associates43,531$1.13M0.0%+3.3%0.784% 10/29/2021Janney Montgomery Scott LLC8,683$226K0.0%-7.0%0.156% 10/20/2021ProVise Management Group LLC196,135$5.10M0.5%-26.8%3.582% 10/6/2021IFP Advisors Inc8,536$223K0.0%+31.3%0.154% 10/5/2021Advocacy Wealth Management Services LLC3,210,661$83.49M15.1%+0.3%57.850% 8/16/2021Royal Bank of Canada29,179$767K0.0%N/A0.575% 8/6/2021HighTower Advisors LLC38,249$995K0.0%N/A0.754% 8/6/2021ProVise Management Group LLC267,769$7.04M0.7%-11.0%5.276% 8/4/2021Envestnet Asset Management Inc.28,776$756K0.0%N/A0.567% 8/3/2021Avestar Capital LLC16,254$427K0.1%N/A0.320% 8/2/2021Lakeview Capital Partners LLC10,407$273K0.1%N/A0.205% 7/31/2021IFP Advisors Inc6,499$170K0.0%+598.1%0.128% (Data available from 1/1/2016 forward) OVB Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of OVB shares? During the previous two years, 12 institutional investors and hedge funds held shares of Overlay Shares Core Bond ETF. The most heavily invested institutionals were Armis Advisers LLC ($17.95M), HighTower Advisors LLC ($10.77M), Bison Wealth LLC ($9.29M), IFP Advisors Inc ($1.76M), Fiduciary Alliance LLC ($1.76M), Sandy Spring Bank ($532K), and REAP Financial Group LLC ($417K).Learn more on Overlay Shares Core Bond ETF's institutional investors. Which institutional investors have been buying Overlay Shares Core Bond ETF's stock? The following institutional investors have purchased Overlay Shares Core Bond ETF's stock in the last 24 months: Armis Advisers LLC ($887.83K), Bison Wealth LLC ($211.35K), HighTower Advisors LLC ($139.92K), IFP Advisors Inc ($28.69K), Orion Portfolio Solutions LLC ($18.50K), Sandy Spring Bank ($6.83K), and RPg Family Wealth Advisory LLC ($6.40K). How much institutional buying is happening at Overlay Shares Core Bond ETF? Institutional investors have bought a total of 1,221,322 shares in the last 24 months. This purchase volume represents approximately $24.77M in transactions. Which of Overlay Shares Core Bond ETF's major shareholders have been selling company stock? The following institutional investors have sold Overlay Shares Core Bond ETF stock in the last 24 months: REAP Financial Group LLC ($1.86K), and JPMorgan Chase & Co. ($815.00). How much institutional selling is happening at Overlay Shares Core Bond ETF? Institutional investors have sold a total of 2,670 shares in the last 24 months. This volume of shares sold represents approximately $55.09K in transactions. 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