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Overlay Shares Short Term Bond ETF (OVT) Institutional Ownership

$22.29 -0.07 (-0.31%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Overlay Shares Short Term Bond ETF (NYSEARCA:OVT)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$1.85M
Number of
Institutional Sellers
(last 12 months)
0
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OVT Institutional Buying and Selling by Quarter

Overlay Shares Short Term Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/12/2025 OLD Mission Capital LLC34,541$758K0.0%+208.7%1.645%
2/12/2025 JPMorgan Chase & Co.63,584$1.40M0.0%+2,297.6%3.028%
11/15/2022 Bison Wealth LLC164,240$3.45M1.4%-0.6%6.317%
11/14/2022 OLD Mission Capital LLC12,395$261K0.0%N/A0.477%
7/14/2022 Arkadios Wealth Advisors9,840$218K0.0%-57.4%0.378%
7/13/2022ACG Wealth225,084$4.99M1.0%-7.0%8.657%
5/2/2022 Arkadios Wealth Advisors23,095$540K0.1%-28.7%0.855%
4/7/2022ACG Wealth241,943$5.65M1.1%-6.9%9.045%
2/3/2022 Arkadios Wealth Advisors32,388$792K0.1%-17.3%1.506%
1/18/2022ACG Wealth259,897$6.36M0.9%-5.5%13.159%
11/1/2021ACG Wealth274,977$6.89M0.9%+580.8%14.665%
10/19/2021 Arkadios Wealth Advisors39,153$980K0.1%N/A2.206%
(Data available from 1/1/2016 forward)

OVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OVT shares?

During the previous two years, the following institutional investors and hedge funds held shares of Overlay Shares Short Term Bond ETF shares: JPMorgan Chase & Co. ($1.40M), OLD Mission Capital LLC ($758K).Learn more on OVT's institutional investors.

Which institutional investors have been buying Overlay Shares Short Term Bond ETF stock?

The following institutional investors have purchased Overlay Shares Short Term Bond ETF stock in the last 24 months: JPMorgan Chase & Co. ($60.93K), and OLD Mission Capital LLC ($23.35K).

How much institutional buying is happening at Overlay Shares Short Term Bond ETF?

Institutional investors have bought a total of 84,284 shares in the last 24 months. This purchase volume represents approximately $1.85M in transactions.



This page (NYSEARCA:OVT) was last updated on 2/22/2025 by MarketBeat.com Staff
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