OVB

Overlay Shares Core Bond Etf

Latest period2026 - Q1Total superinvestors17

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 17 superinvestors own shares of Overlay Shares Core Bond Etf (OVB), 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 Core Bond Etf (OVB), 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 Core Bond Etf (OVB) 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 Core Bond Etf (OVB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Jason Luhan@Bison Wealth, Llc
Recent Activity
Decreased -3.34%
2.1%
$21.725M
1.055M shares@ 20.6 avg price
Rich Mowrer@Brookwood Investment Group Llc
Recent Activity
New Position
1.04%
$8.415M
409,560 shares@ 20.55 avg price
KURT TRAULSEN@Evolution Wealth Management Inc.
Recent Activity
Increased 48.36%
2.68%
$3.655M
177,905 shares@ 20.55 avg price
Brian Sopinsky@Susquehanna International Group, Llp
Recent Activity
Decreased -11.29%
0.01%
$1.792M
87,210 shares@ 20.55 avg price
Steven Toto@Ethos Capital Management, Inc.
Recent Activity
Decreased -14.08%
1.39%
$1.614M
78,546 shares@ 20.55 avg price
Seth Levy@Citadel Advisors Llc
Recent Activity
New Position
0.01%
$1.156M
56,242 shares@ 20.55 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
New Position
0.01%
$441,357
21,481 shares@ 20.55 avg price
Alexander Dodd@Atlantic Union Bankshares Corp
Recent Activity
Increased 0.16%
0.01%
$408,178
19,866 shares@ 20.55 avg price
John Timmerans@Luminist Capital Llc
Recent Activity
Increased 3.96%
0.53%
$398,436
19,392 shares@ 20.55 avg price
JESSICA HINSON@Reap Financial Group, Llc
Recent Activity
Decreased -14.26%
0.07%
$335,026
16,306 shares@ 20.55 avg price

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