Overlay Shares Core Bond ETF
$19.97-0.2%
+$2.4M
Net Activity
+2.00% total shares
Institutions Holding
16
Popularity Rank
#8931
Avg Weight
0.45%
Total Value
$40.9M
16 institutions currently hold OVB, with 10 net buyers and 9 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
9
Net Buying Institutions
10
Top 5 by Value
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Across its top 16 institutional holders, OVB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 28/100).
OVB ranks #8931 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
16 institutions disclose a position in OVB, but none treat it as a major bet — even Evolution Wealth Management Inc., its most concentrated holder, allocates just 2.6% of its own portfolio to it.
Evolution Wealth Management Inc. has added to its OVB position for two straight quarters, increasing it by $2.0M to reach $4.4M today.
Susquehanna International Group, LLP has trimmed its OVB position for two straight quarters, cutting it by $1.2M while still holding $850.1K.
OVB is down 0.2% today, but institutions show net buying of $2.4M this quarter — a divergence between today's price move and the underlying institutional flow.
+$4.0M
Total Buy Value
$4.4M
Total Sell Value
10
Net Buyers
9
Net Sellers
OVB
Q2 2026
Top 5 Institutional Movers
+$1.8M
-$1.2M
-$941.7K
+$782.9K
-$531.6K
OVB does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
53656F862
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,839
Total reported value
$1.5T
Held by 4839 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,763
Total reported value
$1.2T
Held by 4763 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,691
Total reported value
$473.3B
Held by 4691 institutions — one of the most-tracked stocks on AlphaSMO
Access OVB's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/OVBCLI
npx alphasmo stocks get OVB