OVLH

Overlay Shrs Hdg Lrg Cap Eqy

Latest period2026 - Q1Total superinvestors24

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, 24 superinvestors own shares of Overlay Shrs Hdg Lrg Cap Eqy (OVLH), 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 Shrs Hdg Lrg Cap Eqy (OVLH), 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 Shrs Hdg Lrg Cap Eqy (OVLH) 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 Shrs Hdg Lrg Cap Eqy (OVLH) 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 -4.35%
4.21%
$43.625M
1.043M shares@ 41.85 avg price
Rita Rhodes@Holcombe Financial, Inc.
Recent Activity
Increased 7.42%
7.81%
$13.287M
350,860 shares@ 37.87 avg price
Nicholas G. Atkeson@Delta Investment Management, Llc
Recent Activity
Decreased -11.02%
1.85%
$10.309M
272,224 shares@ 37.87 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 16.41%
0.01%
$6.662M
175,914 shares@ 37.87 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 28.91%
0.01%
$2.712M
71,627 shares@ 37.87 avg price
Michael Herman@Apollon Wealth Management, Llc
Recent Activity
Increased 3.19%
0.04%
$2.102M
55,502 shares@ 37.87 avg price
Sarah Hidalgo@Pacific Financial Group Inc
Recent Activity
Decreased -27.46%
1.1%
$2.033M
53,675 shares@ 37.88 avg price
James M. Zemlyak@Stifel Financial Corp
Recent Activity
0.01%
$781,822
20,645 shares@ 37.87 avg price
Rebecca Arnold@Fifth Third Bancorp
Recent Activity
New Position
0.01%
$615,914
16,264 shares@ 37.87 avg price
Brian Sopinsky@Susquehanna International Group, Llp
Recent Activity
New Position
0.01%
$484,771
12,801 shares@ 37.87 avg price

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