OVT

Overlay Shares Shrt Term Bon

Latest period2026 - Q1Total superinvestors13

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, 13 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

SuperinvestorPortfolio %Reported Value
David May@Oasis Advisors, Llc
Recent Activity
New Position
0.89%
$4.524M
2.549M shares@ 1.78 avg price
Jason Luhan@Bison Wealth, Llc
Recent Activity
Increased 6.82%
3.36%
$34.768M
1.576M shares@ 22.06 avg price
Rita Rhodes@Holcombe Financial, Inc.
Recent Activity
Increased 5.07%
6.78%
$11.534M
526,466 shares@ 21.91 avg price
Mark Audrain@Orion Porfolio Solutions, Llc
Recent Activity
New Position
0.03%
$2.483M
113,351 shares@ 21.91 avg price
Matthew Levine@Virtu Financial Llc
Recent Activity
New Position
0.03%
$723,000
32,989 shares@ 21.92 avg price
KURT TRAULSEN@Evolution Wealth Management Inc.
Recent Activity
Increased 68.48%
0.44%
$593,277
27,081 shares@ 21.91 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
0.01%
$341,165
15,573 shares@ 21.91 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
New Position
0.01%
$296,365
13,528 shares@ 21.91 avg price
Alexander Dodd@Atlantic Union Bankshares Corp
Recent Activity
Increased 1.57%
0.01%
$181,528
8,286 shares@ 21.91 avg price
JESSICA HINSON@Reap Financial Group, Llc
Recent Activity
Decreased -14.28%
0.03%
$124,582
5,687 shares@ 21.91 avg price

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