OVT

Overlay Shares Shrt Term Bon

Latest period2024 - Q3Total superinvestors10

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q2 and 2024-Q3. According to the most recent SEC 13F filing, 10 superinvestors own shares of Overlay Shares Shrt Term Bon (OVT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Overlay Shares Shrt Term Bon (OVT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Overlay Shares Shrt Term Bon (OVT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Overlay Shares Shrt Term Bon (OVT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Parimal Patel@Bison Wealth, Llc
Recent Activity
Decreased -38.4%
0.45%
$2.769M
121,333 shares@ 22.83 avg price
Jessica Vickery@Bluechip Wealth Advisors Llc
Recent Activity
Increased 1.94%
0.25%
$467,885
20,501 shares@ 22.83 avg price
Spencer Ferguson@Mercer Global Advisors Inc Adv
Recent Activity
Decreased -20.69%
0.01%
$331,764
14,559 shares@ 22.79 avg price
Patrick Nichols@Old Mission Capital Llc
Recent Activity
New Position
0.01%
$255,360
11,189 shares@ 22.83 avg price
Sherman Moore@Sandy Spring Bank
Recent Activity
Increased 0.91%
0.01%
$175,268
7,680 shares@ 22.83 avg price
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Decreased -12.93%
0.01%
$121,056
5,304 shares@ 22.83 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
New Position
0.01%
$2,396
105 shares@ 22.82 avg price
Debora L. Burrowes@Morgan Stanley
Recent Activity
0.01%
$23
1 shares@ 23.0 avg price
Harold Blaine Miller@Concourse Financial Group Securities, Inc.
Recent Activity
New Position
0%
$0
0 shares@ 0.0 avg price