OVL

Overlay Shares Large Cap Eq

Latest period2026 - Q2Total superinvestors4

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 4 superinvestors own shares of Overlay Shares Large Cap Eq (OVL), 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 Large Cap Eq (OVL), 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 Large Cap Eq (OVL) 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 Large Cap Eq (OVL) 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
Increased 1.47%
10.65%
$115.936M
2.034M shares@ 56.99 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
New Position
0.02%
$720,050
12,719 shares@ 56.62 avg price
Clint Dunn@Beaird Harris Wealth Management, Llc
Recent Activity
0.01%
$125,618
2,219 shares@ 56.62 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
New Position
0.01%
$5,661
100 shares@ 56.61 avg price

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