Overlay Shares Large Cap Eq
$57.440%
+$26.6M
Net Activity
+12.80% total shares
Institutions Holding
48
Popularity Rank
#6267
Avg Weight
0.36%
Total Value
$200.1M
48 institutions currently hold OVL, with 34 net buyers and 16 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
16
Net Buying Institutions
34
Top 5 by Value
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Across its top 20 institutional holders, OVL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 26/100).
OVL ranks #6267 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
OVL is a top-conviction position for Bison Wealth, LLC — at 10.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Bison Wealth, LLC has added to its OVL position for two straight quarters, increasing it by $28.1M to reach $115.9M today.
Legacy Private Trust Co. has trimmed its OVL position for two straight quarters, cutting it by $927.2K while still holding $3.6M.
OVL is up 0% today, and institutions have been net buyers of $26.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$28.6M
Total Buy Value
$5.1M
Total Sell Value
34
Net Buyers
16
Net Sellers
OVL
Q2 2026
Top 5 Institutional Movers
+$8.2M
+$3.8M
+$3.4M
+$2.9M
-$1.8M
OVL 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
53656F805
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 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
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,113
Total reported value
$649.2B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Access OVL's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/OVLCLI
npx alphasmo stocks get OVL