Overlay Shares Core Bond ETF (OVB) Institutional Ownership $20.59 -0.02 (-0.10%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for Overlay Shares Core Bond ETF (NYSEARCA:OVB)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$5.71MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$17.58K 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 CompanyDetails2/14/2025 Bison Wealth LLC459,206$9.29M2.0%+77.9%20.873% 2/12/2025 Orion Portfolio Solutions LLC18,502$374K0.0%N/A0.841% 2/11/2025 Sandy Spring Bank26,297$532K0.0%+30.0%1.195% 2/7/2025 HighTower Advisors LLC480,768$9.72M0.0%+1.6%21.853% 2/4/2025 IFP Advisors Inc76,685$1.55M0.1%+2.4%3.486% 12/26/2024 JPMorgan Chase & Co.9,437$204K0.0%-7.9%0.429% 11/15/2024 HighTower Advisors LLC473,029$10.20M0.0%+8.7%21.501% 11/14/2024 RPg Family Wealth Advisory LLC6,400$138K0.0%N/A0.291% 1/30/2024 Bison Wealth LLC207,685$4.27M0.8%-14.6%9.030% 1/26/2024 Sandy Spring Bank20,266$417K0.0%+3.9%0.881% 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. 1/24/2024 International Assets Investment Management LLC5,389$111K0.0%N/A0.234% 1/9/2024 IFP Advisors Inc77,224$1.59M0.1%-3.6%3.358% 11/13/2023 Bison Wealth LLC243,126$4.77M0.9%-29.3%10.571% 11/8/2023 HighTower Advisors LLC435,364$8.52M0.0%+12.8%18.929% 10/30/2023 Sandy Spring Bank19,499$383K0.0%-11.3%0.848% 10/12/2023 IFP Advisors Inc80,119$1.57M0.1%+11.4%3.483% 8/14/2023 IFP Advisors Inc71,950$1.49M0.1%+7.2%3.128% 8/14/2023 Resurgent Financial Advisors LLC5,617$116K0.1%-15.5%0.244% 8/14/2023 Bison Wealth LLC343,915$7.13M1.3%+3.1%14.953% 8/4/2023 Sandy Spring Bank21,994$456K0.0%-2.8%0.956% 8/4/2023 IFP Advisors Inc71,950$1.80M0.1%+7.2%3.128% 7/18/2023 Fiduciary Alliance LLC84,673$1.76M0.4%-6.3%3.528% 5/15/2023 Bison Wealth LLC333,687$7.01M2.2%+30.4%14.508% 5/12/2023 MRP Capital Investments LLC5,000$105K0.1%+1,624.1%0.217% 5/12/2023 HighTower Advisors LLC387,171$8.14M0.0%+35.4%16.834% 4/18/2023 IFP Advisors Inc67,094$1.68M0.1%-40.1%2.917% 4/18/2023 Fiduciary Alliance LLC90,327$1.90M0.5%-3.5%3.927% 3/6/2023 OLD Mission Capital LLC11,256$228K0.0%-75.5%0.489% 2/10/2023 Bison Wealth LLC255,933$5.37M1.7%+81.4%11.128% 2/10/2023 Sandy Spring Bank22,376$454K0.0%-53.8%0.973% 2/9/2023 HighTower Advisors LLC286,041$5.80M0.0%-28.3%12.437% 2/7/2023 IFP Advisors Inc112,097$2.81M0.1%-28.6%4.874% 1/20/2023 HB Wealth Management LLC11,303$229K0.0%N/A0.491% 1/19/2023 Fiduciary Alliance LLC93,622$1.90M0.5%N/A4.071% 11/15/2022 Bison Wealth LLC141,094$2.85M1.1%+15.3%5.427% 11/14/2022 OLD Mission Capital LLC45,932$928K0.0%+15.5%1.767% 11/2/2022 Sandy Spring Bank48,406$978K0.1%+2.2%1.862% 10/25/2022Raymond James & Associates23,527$475K0.0%-43.6%0.905% 8/5/2022 OLD Mission Capital LLC39,779$873K0.0%+88.1%1.283% 8/3/2022 Envestnet Asset Management Inc.25,206$553K0.0%-23.2%0.813% Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y8/3/2022 Janney Montgomery Scott LLC9,517$209K0.0%+9.7%0.307% 7/22/2022 Bison Wealth LLC122,370$2.68M1.5%+57.2%3.947% 7/21/2022 Sandy Spring Bank47,364$1.04M0.1%-4.3%1.528% 7/6/2022 Advocacy Wealth Management Services LLC9,838$216K0.0%-99.7%0.317% 5/16/2022 Horizon Investments LLC108,308$2.55M0.1%+3.8%3.438% 5/12/2022 Bison Wealth LLC77,823$1.85M0.9%N/A2.471% 5/12/2022 HighTower Advisors LLC628,097$14.91M0.0%+1,384.1%19.940% 5/4/2022 Envestnet Asset Management Inc.32,840$781K0.0%+1.7%1.043% 5/3/2022 Sandy Spring Bank49,470$1.18M0.1%+8.2%1.570% 4/27/2022 ProVise Management Group LLC12,475$297K0.0%-72.4%0.387% 4/4/2022 Advocacy Wealth Management Services LLC3,185,715$75.61M13.2%-1.9%48.637% 2/16/2022 Horizon Investments LLC104,393$2.66M0.1%+5.3%1.618% 2/14/2022 Hilltop Holdings Inc.24,577$627K0.1%N/A0.381% 2/10/2022 HighTower Advisors LLC42,321$1.08M0.0%+4.7%0.656% 2/8/2022Raymond James & Associates42,343$1.08M0.0%-2.7%0.659% 2/4/2022 Envestnet Asset Management Inc.32,282$824K0.0%+10.9%0.502% 1/18/2022 ProVise Management Group LLC45,229$1.15M0.1%-76.9%0.776% 1/12/2022 IFP Advisors Inc47,160$1.20M0.0%+452.5%0.810% 1/5/2022 Advocacy Wealth Management Services LLC3,246,548$82.87M13.9%+1.1%55.975% 11/15/2021 Horizon Investments LLC99,141$2.55M0.1%+2.9%1.786% 11/15/2021 HighTower Advisors LLC40,437$1.05M0.0%+5.7%0.729% 11/12/2021 OLD Mission Capital LLC28,601$744K0.0%N/A0.515% 11/5/2021 Sandy Spring Bank26,928$700K0.0%N/A0.485% 11/3/2021 Lakeview Capital Partners LLC6,594$171K0.1%-36.6%0.119% 11/2/2021Raymond James & Associates43,531$1.13M0.0%+3.3%0.784% 10/29/2021 Janney Montgomery Scott LLC8,683$226K0.0%-7.0%0.156% 10/20/2021 ProVise Management Group LLC196,135$5.10M0.5%-26.8%3.582% 10/6/2021 IFP Advisors Inc8,536$223K0.0%+31.3%0.154% 10/5/2021 Advocacy Wealth Management Services LLC3,210,661$83.49M15.1%+0.3%57.850% 8/16/2021 Royal Bank of Canada29,179$767K0.0%N/A0.575% 8/6/2021 HighTower Advisors LLC38,249$995K0.0%N/A0.754% 8/6/2021 ProVise Management Group LLC267,769$7.04M0.7%-11.0%5.276% 8/4/2021 Envestnet Asset Management Inc.28,776$756K0.0%N/A0.567% 8/3/2021 Avestar Capital LLC16,254$427K0.1%N/A0.320% 8/2/2021 Lakeview Capital Partners LLC10,407$273K0.1%N/A0.205% 7/31/2021 IFP Advisors Inc6,499$170K0.0%+598.1%0.128% 5/14/2021 Horizon Investments LLC93,009$2.39M0.1%N/A1.938% 5/6/2021 Prospera Financial Services Inc20,125$517K0.0%-5.6%0.419% 4/22/2021 ProVise Management Group LLC300,964$7.73M0.8%-18.7%6.270% 4/5/2021 Advocacy Wealth Management Services LLC3,139,852$80.95M16.2%-14.5%68.258% 2/12/2021 Prospera Financial Services Inc21,325$565K0.0%+11.5%0.471% (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 HighTower Advisors LLC ($9.72M), Bison Wealth LLC ($9.29M), Fiduciary Alliance LLC ($1.76M), IFP Advisors Inc ($1.55M), Sandy Spring Bank ($532K), Orion Portfolio Solutions LLC ($374K), and OLD Mission Capital LLC ($228K).Learn more on OVB's institutional investors. Which institutional investors have been buying Overlay Shares Core Bond ETF stock? The following institutional investors have purchased Overlay Shares Core Bond ETF stock in the last 24 months: Bison Wealth LLC ($289.11K), HighTower Advisors LLC ($196.19K), IFP Advisors Inc ($19.67K), Orion Portfolio Solutions LLC ($18.50K), Sandy Spring Bank ($6.83K), RPg Family Wealth Advisory LLC ($6.40K), and International Assets Investment Management LLC ($5.39K). How much institutional buying is happening at Overlay Shares Core Bond ETF? Institutional investors have bought a total of 546,804 shares in the last 24 months. This purchase volume represents approximately $11.25M in transactions. Which Overlay Shares Core Bond ETF major shareholders have been selling company stock? The following institutional investors have sold Overlay Shares Core Bond ETF stock in the last 24 months: Bison Wealth LLC ($136.23K), IFP Advisors Inc ($47.90K), OLD Mission Capital LLC ($34.68K), Fiduciary Alliance LLC ($8.95K), Sandy Spring Bank ($3.14K), Resurgent Financial Advisors LLC ($1.03K), 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 232,731 shares in the last 24 months. This volume of shares sold represents approximately $4.71M in transactions. 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