Overlay Shares Municipal Bon
$21.19-0.2%
+$3.5M
Net Activity
+14.30% total shares
Institutions Holding
9
Popularity Rank
#10294
Avg Weight
0.34%
Total Value
$28.2M
9 institutions currently hold OVM, with 4 net buyers and 5 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
5
Net Buying Institutions
4
Top 5 by Value
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Across its top 9 institutional holders, OVM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 21/100).
OVM ranks #10294 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
9 institutions disclose a position in OVM, but none treat it as a major bet — even Bison Wealth, LLC, its most concentrated holder, allocates just 2.3% of its own portfolio to it.
Bison Wealth, LLC has added to its OVM position for two straight quarters, increasing it by $6.3M to reach $25.4M today.
IFP Advisors, Inc has trimmed its OVM position for two straight quarters, cutting it by $34.2K while still holding $1.1M.
OVM is down 0.2% today, but institutions show net buying of $3.5M this quarter — a divergence between today's price move and the underlying institutional flow.
+$4.3M
Total Buy Value
$720.6K
Total Sell Value
4
Net Buyers
5
Net Sellers
OVM
Q2 2026
Top 5 Institutional Movers
+$3.5M
+$460.2K
+$446.9K
-$402.6K
-$249.8K
OVM 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
53656F854
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
4,112
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
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Access OVM's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/OVMCLI
npx alphasmo stocks get OVM