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Public ownership evidence

Overlay Shares Core Bond ETF (OVB) Ownership Disclosures

Read OVB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

The Form 4 source is temporarily unavailable. Continue with the other disclosures below or open company fundamentals.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OSAIC HOLDINGS, INC.2026-06-302026-08-151,783$36,434None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1541,602$850,104None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1525,046$511,794None
WELLS FARGO & COMPANY/MN2026-06-302026-08-154,725$96,552None
Atlantic Union Bankshares Corp2026-06-302026-08-1220,172$412,197None
Luminist Capital LLC2026-06-302026-08-082,134$43,607None
Luminist Capital LLC2026-06-302026-08-0811,963$244,454None
Luminist Capital LLC2026-06-302026-08-082,478$50,636None
Luminist Capital LLC2026-06-302026-08-0854$1,103None
Luminist Capital LLC2026-06-302026-08-087,699$134,621None
Luminist Capital LLC2026-06-302026-08-081,038$21,211None
Luminist Capital LLC2026-06-302026-08-082,696$55,091None
REAP Financial Group, LLC2026-06-302026-08-0511,529$235,584None
AE Wealth Management LLC2026-06-302026-08-045,323$108,771None
AE Wealth Management LLC2026-06-302026-08-040$10None
True Link Financial Advisors, LLC2026-06-302026-08-0112,223$249,767None
True Link Financial Advisors, LLC2026-06-302026-08-0112,223$12,223None
BEAM WEALTH ADVISORS, INC.2026-06-302026-07-3010,020$204,749None
Brookwood Investment Group LLC2026-06-302026-07-24417,194$8,525,026None
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2026-06-302026-07-23156$3,185None
EVOLUTION WEALTH MANAGEMENT INC.2026-06-302026-07-22217,195$4,438,209None
IFP Advisors, Inc2026-06-302026-07-211,336$27,300None
Ethos Capital Management, Inc.2026-06-302026-07-1752,960$1,082,201None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗Atlantic Union Bankshares Corp ↗Luminist Capital LLC ↗Luminist Capital LLC ↗Luminist Capital LLC ↗Luminist Capital LLC ↗Luminist Capital LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.