Overlay Shares Core Bond ETF (OVB) Institutional Ownership $19.90 -0.01 (-0.05%) As of 04/17/2025 04:10 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)$23.67MNumber 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 CompanyDetails2/27/2025REAP 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$9.29M2.0%+77.9%20.873% 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% 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% 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. 1/30/2024Bison 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% 7/18/2023 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% 5/12/2023HighTower Advisors LLC387,171$8.14M0.0%+35.4%16.834% 4/18/2023IFP Advisors Inc67,094$1.68M0.1%-40.1%2.917% 4/18/2023 Fiduciary 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% 1/19/2023 Fiduciary Alliance LLC93,622$1.90M0.5%N/A4.071% 11/15/2022Bison Wealth LLC141,094$2.85M1.1%+15.3%5.427% 11/14/2022OLD Mission Capital LLC45,932$928K0.0%+15.5%1.767% 11/2/2022Sandy Spring Bank48,406$978K0.1%+2.2%1.862% 10/25/2022Raymond James & Associates23,527$475K0.0%-43.6%0.905% Crypto’s crashing…but we’re still profiting (Ad)Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…my friend Joel and his team at The Crypto Code are doing the opposite.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% 8/3/2022 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% 7/6/2022Advocacy 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% 10/29/2021 Janney 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% 5/14/2021Horizon Investments LLC93,009$2.39M0.1%N/A1.938% 5/6/2021Prospera Financial Services Inc20,125$517K0.0%-5.6%0.419% 4/22/2021ProVise Management Group LLC300,964$7.73M0.8%-18.7%6.270% (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, 13 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 ($9.72M), Bison Wealth LLC ($9.29M), Fiduciary Alliance LLC ($1.76M), IFP Advisors Inc ($1.55M), Sandy Spring Bank ($532K), and REAP Financial Group LLC ($417K).Learn more on OVB's institutional investors. Which institutional investors have been buying Overlay Shares Core Bond ETF stock? Of the 9 institutional investors that purchased Overlay Shares Core Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Armis Advisers LLC ($887.83K), 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), 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 1,434,637 shares in the last 24 months. This purchase volume represents approximately $29.20M 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), Fiduciary Alliance LLC ($5.65K), Sandy Spring Bank ($3.14K), IFP Advisors Inc ($2.90K), REAP Financial Group LLC ($1.86K), 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 151,612 shares in the last 24 months. This volume of shares sold represents approximately $3.02M in transactions. Related Companies AGRH Major Shareholders JHCB Major Shareholders FCBD Major Shareholders OVT Major Shareholders WTBN Major Shareholders LQDB Major Shareholders BBCB Major Shareholders XFIX Major Shareholders PAB Major Shareholders MAGG Major Shareholders This page (NYSEARCA:OVB) was last updated on 4/19/2025 by MarketBeat.com Staff From Our PartnersElon Set to Shock the World by May 1st ?Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...Brownstone Research | Sponsored[Action Required] Claim Your FREE IRS Loophole GuideThis shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...Colonial Metals | SponsoredGet Your Bank Account “Fed Invasion” Ready with THESE 4 Simple StepsStarting as soon as a few months from now, the United States government will make a sweeping change to bank ac...Weiss Ratings | SponsoredURGENT: This Altcoin Opportunity Won’t Wait – Act NowMy friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...Crypto Swap Profits | SponsoredAltucher: Turn $900 into $108,000 in just 12 months?We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.Paradigm Press | SponsoredGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredClaim Your FREE Protection GuideIn the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...American Alternative | SponsoredElon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to MarsElon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...InvestorPlace | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five 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.
Buy OVB Stock Free OVB Stock Alerts