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Public ownership evidence

Overlay Shares Large Cap Equity ETF (OVL) Ownership Disclosures

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

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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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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Equitable Holdings, Inc.2026-06-302026-08-1831,300$1,771,890None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-1533,869$1,917,307None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,830$386,667None
OSAIC HOLDINGS, INC.2026-06-302026-08-15682$38,655None
OLD MISSION CAPITAL LLC2026-06-302026-08-1512,686$718,154None
ROYAL BANK OF CANADA2026-06-302026-08-1578,400$4,438,000None
World Investment Advisors2026-06-302026-08-155,882$329,724None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,885$276,540None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15221,048$12,513,527None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1515,177$859,170None
Silver Grove Financial Group, Inc.2026-06-302026-08-1413$736None
UBS Group AG2026-06-302026-08-14419$23,720None
Mariner, LLC2026-06-302026-08-148,956$506,999None
Hilltop Holdings Inc.2026-06-302026-08-143,544$200,617None
MORGAN STANLEY2026-06-302026-08-141,715$97,086None
Smartleaf Asset Management LLC2026-06-302026-08-1335,611$1,998,133None
BANK OF MONTREAL /CAN/2026-06-302026-08-13730$41,325None
StoneX Group Inc.2026-06-302026-08-133,582$202,777None
STIFEL FINANCIAL CORP2026-06-302026-08-1312,250$693,473None
JPMORGAN CHASE & CO2026-06-302026-08-1386,986$4,880,784None
JPMORGAN CHASE & CO2026-06-302026-08-13184$10,324None
NICOLET BANKSHARES INC2026-06-302026-08-127,314$414,045None
Atlantic Union Bankshares Corp2026-06-302026-08-123,600$203,793None
Nuveen, LLC2026-06-302026-08-1214,696$831,941None
Arax Advisory Partners2026-06-302026-08-1112,450$704,795None
Luminist Capital LLC2026-06-302026-08-08931$52,704None
Luminist Capital LLC2026-06-302026-08-0816$906None
Luminist Capital LLC2026-06-302026-08-08503$28,475None
Luminist Capital LLC2026-06-302026-08-08806$45,628None
Luminist Capital LLC2026-06-302026-08-085,481$310,289None
Luminist Capital LLC2026-06-302026-08-08693$39,231None
Luminist Capital LLC2026-06-302026-08-082,646$129,580None
LPL Financial LLC2026-06-302026-08-0872,164$4,085,191None
Janney Montgomery Scott LLC2026-06-302026-08-0648,551$2,748,000None
REAP Financial Group, LLC2026-06-302026-08-057,024$397,642None
AE Wealth Management LLC2026-06-302026-08-046,793$384,552None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04303,398$17,175,337None
True Link Financial Advisors, LLC2026-06-302026-08-014,714$266,860None
True Link Financial Advisors, LLC2026-06-302026-08-014,714$4,714None
Oasis Advisors, LLC2026-06-302026-07-3110,142$574,146None
CAP Partners, LLC2026-06-302026-07-3115,478$876,205None
RiverFront Investment Group, LLC2026-06-302026-07-307,067$400,063None
Waterloo Capital, L.P.2026-06-302026-07-3010,087$571,043None
QTR Family Wealth, LLC2026-06-302026-07-284,504$254,953None
NEW WAVE WEALTH ADVISORS LLC2026-06-302026-07-24144,200$8,163,137None
NEW WAVE WEALTH ADVISORS LLC2026-06-302026-07-24144,200$8,163,137None
TSFG, LLC2026-06-302026-07-24526$30,000None
Apollon Wealth Management, LLC2026-06-302026-07-2435,050$1,984,181None
PFG Investments, LLC2026-06-302026-07-2412,316$697,222None
EVOLUTION WEALTH MANAGEMENT INC.2026-06-302026-07-2236,489$2,065,661None

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

Equitable Holdings, Inc. ↗SHELTON CAPITAL MANAGEMENT ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OLD MISSION CAPITAL LLC ↗ROYAL BANK OF CANADA ↗World Investment Advisors ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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.