OVL

Overlay Shares Large Cap Eq

Latest period2026 - Q1Total superinvestors36

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, 36 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 15.13%
11.09%
$114.905M
2.005M shares@ 57.31 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 13.51%
0.01%
$14.228M
282,861 shares@ 50.31 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -5.74%
0.01%
$8.978M
178,498 shares@ 50.31 avg price
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Decreased -1.41%
0.01%
$4.303M
88,416 shares@ 48.67 avg price
Michael B Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 1.25%
0.27%
$4.336M
86,193 shares@ 50.3 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 0.59%
0.01%
$3.375M
67,093 shares@ 50.31 avg price
KURT TRAULSEN@Evolution Wealth Management Inc.
Recent Activity
Decreased -2.57%
1.55%
$2.115M
42,043 shares@ 50.31 avg price
Erin E. Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -2.71%
0.01%
$1.856M
36,890 shares@ 50.32 avg price
James D Sullivan@Private Advisor Group, Llc
Recent Activity
Increased 0.95%
0.01%
$1.791M
35,611 shares@ 50.3 avg price
David A Rozenson@Smartleaf Asset Management Llc
Recent Activity
Increased 0.65%
0.07%
$1.733M
35,611 shares@ 48.67 avg price

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