Overlay Shrs Hdg Lrg Cap Eqy
$42.06-0.8%
+$7.6M
Net Activity
+7.25% total shares
Institutions Holding
24
Popularity Rank
#7974
Avg Weight
0.67%
Total Value
$95.1M
24 institutions currently hold OVLH, with 12 net buyers and 13 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
13
Net Buying Institutions
12
Top 5 by Value
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Across its top 20 institutional holders, OVLH's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 24/100).
OVLH ranks #7974 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
OVLH is a top-conviction position for Holcombe Financial, Inc. — at 8.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in OVLH belongs to Bison Wealth, LLC, but the position matters far more to Holcombe Financial, Inc., who has 8.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Bison Wealth, LLC has added to its OVLH position for two straight quarters, increasing it by $4.7M to reach $46.0M today.
REAP Financial Group, LLC has trimmed its OVLH position for two straight quarters, cutting it by $65.7K while still holding $111.9K.
OVLH is down 0.8% today, but institutions show net buying of $7.6M this quarter — a divergence between today's price move and the underlying institutional flow.
+$7.7M
Total Buy Value
$1.2M
Total Sell Value
12
Net Buyers
13
Net Sellers
OVLH
Q2 2026
Top 5 Institutional Movers
+$3.2M
+$2.4M
+$1.6M
+$1.5M
+$796.9K
OVLH 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
53656F581
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
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,251
Total reported value
$1.3T
Held by 5251 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Access OVLH's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/OVLHCLI
npx alphasmo stocks get OVLH