Overlay Shares Large Cap Equity ETF (OVL) Institutional Ownership $43.45 -1.33 (-2.97%) As of 03/28/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Overlay Shares Large Cap Equity ETF (NYSEARCA:OVL)Number ofInstitutional Buyers(last 12 months)2TotalInstitutional Inflows(last 12 months)$464.80KNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$6.92M Get OVL Insider Trade Alerts Want to know when executives and insiders are buying or selling Overlay Shares Large Cap Equity 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 OVL Institutional Buying and Selling by Quarter Remove Ads Overlay Shares Large Cap Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/13/2025 Waterloo Capital L.P.10,077$470K0.0%-13.2%0.265% 2/12/2025 JPMorgan Chase & Co.34,472$1.61M0.0%-79.7%0.907% 1/17/2025 Janney Montgomery Scott LLC45,757$2.13M0.0%-8.1%1.204% 1/13/2025 Fiduciary Alliance LLC7,811$364K0.0%+49.7%0.206% 12/26/2024 JPMorgan Chase & Co.169,776$7.89M0.0%-0.7%4.468% 10/29/2024 Janney Montgomery Scott LLC49,793$2.31M0.0%-5.2%1.310% 10/15/2024 NBC Securities Inc.13,660$634K0.1%-13.3%0.359% 10/11/2024 Fiduciary Alliance LLC5,217$242K0.0%N/A0.137% 8/12/2024 Waterloo Capital L.P.11,756$518K0.1%-6.6%0.309% 5/1/2024 Janney Montgomery Scott LLC57,517$2.45M0.0%-1.5%1.743% Get the Latest News and Ratings for OVL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Overlay Shares Large Cap Equity ETF and its competitors with MarketBeat's FREE daily newsletter. 4/5/2024 NBC Securities Inc.16,555$715K0.1%+16.8%0.385% 2/8/2024 Janney Montgomery Scott LLC58,365$2.20M0.0%-0.7%1.357% 2/7/2024 NBC Securities Inc.14,177$533K0.1%-4.7%0.330% 1/8/2024 Country Trust Bank1,359,906$51.21M1.4%-42.8%31.626% 11/8/2023 Janney Montgomery Scott LLC58,755$2.00M0.0%-3.5%1.366% 11/4/2023 NBC Securities Inc.14,881$505K0.1%N/A0.346% 7/26/2023 Janney Montgomery Scott LLC60,857$2.18M0.0%+1.6%1.466% 4/28/2023 Janney Montgomery Scott LLC59,918$1.97M0.0%-0.7%1.444% 3/6/2023 OLD Mission Capital LLC13,092$399K0.0%N/A0.195% 2/1/2023 Janney Montgomery Scott LLC60,347$1.84M0.0%-2.7%0.901% 11/15/2022 Bison Wealth LLC55,778$1.60M0.6%+73.5%0.706% 11/14/2022 Horizon Investments LLC113,599$3.23M0.1%+6.1%1.438% 10/25/2022 Janney Montgomery Scott LLC61,995$1.78M0.0%-21.3%0.795% 10/6/2022 Advocacy Wealth Management Services LLC3,484,083$105.53M15.4%+5.7%45.248% 8/5/2022 OLD Mission Capital LLC43,089$1.34M0.0%+219.1%0.560% 8/3/2022 Janney Montgomery Scott LLC78,803$2.45M0.0%+12.3%1.023% 7/12/2022 Country Trust Bank2,379,381$73.91M2.3%+40.8%31.308% 7/6/2022 Advocacy Wealth Management Services LLC3,297,017$102.41M16.5%+29.1%43.382% 4/25/2022 Country Trust Bank1,690,100$64.83M1.8%+79.5%22.460% 4/4/2022 Advocacy Wealth Management Services LLC2,553,976$98.21M17.1%-8.6%34.397% 2/10/2022 OLD Mission Capital LLC13,608$553K0.0%-49.9%0.197% 1/5/2022 Advocacy Wealth Management Services LLC2,794,435$113.54M19.0%+3.0%46.381% 11/12/2021 OLD Mission Capital LLC27,180$1.01M0.0%+127.8%0.508% 10/29/2021 Janney Montgomery Scott LLC60,033$2.23M0.0%-4.4%1.138% 10/5/2021 Advocacy Wealth Management Services LLC2,712,489$100.83M18.2%+1.5%52.163% 8/13/2021 OLD Mission Capital LLC11,930$445K0.0%N/A0.235% 7/20/2021 Country Trust Bank941,400$35.13M1.0%N/A18.734% 4/27/2021 Janney Montgomery Scott LLC77,693$2.66M0.0%-8.2%1.895% 4/5/2021 Advocacy Wealth Management Services LLC2,628,972$90.78M18.1%+2.8%64.121% (Data available from 1/1/2016 forward)Remove Ads OVL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of OVL shares? During the previous two years, the following institutional investors and hedge funds held shares of Overlay Shares Large Cap Equity ETF shares: Country Trust Bank ($51.21M), Janney Montgomery Scott LLC ($2.13M), JPMorgan Chase & Co. ($1.61M), NBC Securities Inc. ($634K), and Waterloo Capital L.P. ($470K), Fiduciary Alliance LLC ($364K).Learn more on OVL's institutional investors. Which institutional investors have been buying Overlay Shares Large Cap Equity ETF stock? The following institutional investors have purchased Overlay Shares Large Cap Equity ETF stock in the last 24 months: NBC Securities Inc. ($17.26K), Fiduciary Alliance LLC ($7.81K), and Janney Montgomery Scott LLC ($939.00). How much institutional buying is happening at Overlay Shares Large Cap Equity ETF? Institutional investors have bought a total of 26,009 shares in the last 24 months. This purchase volume represents approximately $1.00M in transactions. Which Overlay Shares Large Cap Equity ETF major shareholders have been selling company stock? The following institutional investors have sold Overlay Shares Large Cap Equity ETF stock in the last 24 months: Country Trust Bank ($1.02M), JPMorgan Chase & Co. ($136.46K), Janney Montgomery Scott LLC ($10.53K), NBC Securities Inc. ($2.80K), and Waterloo Capital L.P. ($2.38K). How much institutional selling is happening at Overlay Shares Large Cap Equity ETF? Institutional investors have sold a total of 1,171,639 shares in the last 24 months. This volume of shares sold represents approximately $45.43M in transactions. 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