O
Overlay Shares Hedged Large Cap Equity
OVLH • ARCA
Overlay Shares Hedged Large Cap Equity is an exchange-traded fund on ARCA. As of Q3 2025, 23 institutional investors hold shares in this ETF, with total holdings valued at $74.2M. Armis Advisers, LLC is the largest holder with a position valued at $45.7M.
Overview
Overview of institutional ownership in OVLH as of Q3 2025
All Institutions
- Institutions
- 23
- Value Held
- $74.2M
- Shares Held
- 1.9M
- Avg Position
- $3.2M
- Median Position
- $363.4K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in OVLH as of Q3 2025
| Institution | Position Value |
|---|---|
 Armis Advisers, LLC RIA/Wealth | $45.7M 4.30% of portfolio |
 Holcombe Financial, Inc. RIA/Wealth | $14.3M 9.98% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $5.5M 0.01% of portfolio |
 PACIFIC FINANCIAL GROUP INC RIA/Wealth | $1.8M 1.36% of portfolio |
 Consolidated Portfolio Review Corp RIA/Wealth | $1.4M 0.18% of portfolio |
C COMERICA BANK Institution | $1.3M 0.00% of portfolio |
L LPL Financial LLC Institution | $550.4K 0.00% of portfolio |
G GTS SECURITIES LLC Institution | $491.7K 0.02% of portfolio |
P PKS Advisory Services, LLC RIA/Wealth | $442.0K 0.10% of portfolio |
C CLS Investments, LLC Institution | $395.8K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OVLH in Q3 2025
- Traded
- +$4.8M
- Buyers
- 9
- Sellers
- 11
- Total Bought
- +$6.4M
- Total Sold
- −$1.5M
- Avg Position
- $2.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Armis Advisers, LLC RIA/Wealth | +$3.5M +88.8K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$1.5M +37.7K shares |
L LPL Financial LLC Institution | +$550.4K +14.1K shares |
G GTS SECURITIES LLC Institution | +$491.7K +12.6K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$220.5K +5.7K shares |
Holcombe Financial, Inc. RIA/Wealth | +$112.3K +2.9K shares |
Consolidated Portfolio Review Corp RIA/Wealth | +$4.7K +120.0 shares |
 MAI Wealth Advisors RIA/Wealth | +$1.4K +35.0 shares |
 AE Wealth Management LLC RIA/Wealth | +$23.0 +1.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
O OLD MISSION CAPITAL LLC Institution | −$561.7K −14.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$485.1K −13.2K shares |
W WOLVERINE TRADING, LLC Institution | −$216.0K −5.9K shares |
 IFP Advisors, Inc RIA/Wealth | −$126.6K −3.2K shares |
PACIFIC FINANCIAL GROUP INC RIA/Wealth | −$53.5K −1.4K shares |
 CoreCap Advisors, LLC RIA/Wealth | −$41.0K −1.1K shares |
 UBS Group AG Institution | −$40.4K −1.1K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$21.8K −559.0 shares |
 Luminist Capital LLC RIA/Wealth | −$2.5K −63.0 shares |
 REAP Financial Group, LLC RIA/Wealth | −$1.1K −27.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OVLH in Q3 2025
- New Positions
- 4
- New Value
- $772.3K
- Exited Positions
- 3
- Exited Value
- $741.6K
New Positions
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $550.4K 14.1K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $220.5K 5.7K shares |
MAI Wealth Advisors RIA/Wealth | $1.4K 35.0 shares |
AE Wealth Management LLC RIA/Wealth | $23.0 1.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $485.1K 13.2K shares |
W WOLVERINE TRADING, LLC Institution | $216.0K 5.9K shares |
UBS Group AG Institution | $40.4K 1.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in OVLH as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with OVLH as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Holcombe Financial, Inc. RIA/Wealth | 9.98% $14.3M |
Armis Advisers, LLC RIA/Wealth | 4.30% $45.7M |
PACIFIC FINANCIAL GROUP INC RIA/Wealth | 1.36% $1.8M |
Consolidated Portfolio Review Corp RIA/Wealth | 0.18% $1.4M |
P PKS Advisory Services, LLC RIA/Wealth | 0.10% $442.0K |
REAP Financial Group, LLC RIA/Wealth | 0.04% $178.4K |
G GTS SECURITIES LLC Institution | 0.02% $491.7K |
O OLD MISSION CAPITAL LLC Institution | 0.02% $383.9K |
Luminist Capital LLC RIA/Wealth | 0.01% $14.3K |
IFP Advisors, Inc RIA/Wealth | 0.01% $323.9K |