Overlay Shares Core Bond ETF (OVB) Institutional Ownership $20.44 -0.05 (-0.24%) Closing price 04:10 PM EasternExtended Trading$20.47 +0.03 (+0.15%) As of 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. 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 CompanyDetails5/13/2025 HighTower Advisors LLC525,631$10.77M0.0%+9.3%20.776% 5/5/2025 IFP Advisors Inc85,704$1.76M0.1%+11.8%3.374% 2/27/2025 REAP Financial Group LLC20,603$417K0.1%-8.3%0.916% 2/25/2025 Armis 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% 2/7/2025 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% 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. 11/15/2024 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% 1/30/2024Bison Wealth LLC207,685$4.27M0.8%-14.6%9.030% 1/26/2024Sandy Spring Bank20,266$417K0.0%+3.9%0.881% 1/24/2024 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% 11/13/2023Bison Wealth LLC243,126$4.77M0.9%-29.3%10.571% 11/8/2023 HighTower Advisors LLC435,364$8.52M0.0%+12.8%18.929% 10/30/2023Sandy 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% 8/14/2023Bison Wealth LLC343,915$7.13M1.3%+3.1%14.953% 8/4/2023Sandy Spring Bank21,994$456K0.0%-2.8%0.956% 8/4/2023 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% 5/15/2023Bison Wealth LLC333,687$7.01M2.2%+30.4%14.508% 5/12/2023MRP Capital Investments LLC5,000$105K0.1%+1,624.1%0.217% 5/12/2023 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% 2/10/2023Bison Wealth LLC255,933$5.37M1.7%+81.4%11.128% 2/10/2023Sandy Spring Bank22,376$454K0.0%-53.8%0.973% 2/9/2023 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% 11/15/2022Bison Wealth LLC141,094$2.85M1.1%+15.3%5.427% 11/14/2022 OLD Mission Capital LLC45,932$928K0.0%+15.5%1.767% One stock to replace Nvidia (Ad)Investing Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another to rival Tesla… and a third to upset Nvidia. These little-known stocks are poised to overtake the three reigning tech darlings in a move that could completely reorder the top dogs of the stock market. Eric Fry gives away names, tickers and full analysis in this first-ever free broadcast.Click to get the full details on Eric Fry's "Nvidia alternative" right here.11/2/2022Sandy Spring Bank48,406$978K0.1%+2.2%1.862% 10/25/2022Raymond James & Associates23,527$475K0.0%-43.6%0.905% 8/5/2022 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% 8/3/2022 Janney 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% 7/6/2022 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% 5/12/2022Bison 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% 5/3/2022Sandy 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% 11/5/2021Sandy 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% 10/29/2021 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% 8/2/2021Lakeview Capital Partners LLC10,407$273K0.1%N/A0.205% 7/31/2021 IFP 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, 10 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), Sandy Spring Bank ($532K), REAP Financial Group LLC ($417K), and Orion Portfolio Solutions LLC ($374K).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 ($201.12K), HighTower Advisors LLC ($139.92K), IFP Advisors Inc ($18.98K), 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. Related Companies ZTRE Major Shareholders MYCF Major Shareholders XFIX Major Shareholders MNBD Major Shareholders PUSH Major Shareholders NUSA Major Shareholders BBCB Major Shareholders AGGS Major Shareholders AAA Major Shareholders LQDB Major Shareholders This page (NYSEARCA:OVB) was last updated on 8/15/2025 by MarketBeat.com Staff From Our PartnersTrump’s national nightmare is herePorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...Porter & Company | SponsoredAlex’s “Next Magnificent Seven” stocksThe original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...The Oxford Club | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...Goldco Precious Metals | SponsoredElon’s Secret Social Security BombshellTo All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...Banyan Hill Publishing | SponsoredTrump set to Boost Social Security Checks by 400%?If you're collecting or planning to collect social security... You should see this presentation about Presi...InvestorPlace | SponsoredCrypto Income (almost instantly)How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...Awesomely, LLC | SponsoredBuffett’s $325 Billion Cash Problem — Solved by Gold?A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...Golden Portfolio | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Overlay Shares Core Bond ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Overlay Shares Core Bond ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.