Overlay Shares
OVT • ARCA
Overlay Shares is an exchange-traded fund on ARCA. As of Q3 2025, 10 institutional investors hold shares in this ETF, with total holdings valued at $44.9M. Armis Advisers, LLC is the largest holder with a position valued at $32.1M.
Overview
Overview of institutional ownership in OVT as of Q3 2025
All Institutions
- Institutions
- 10
- Value Held
- $44.9M
- Shares Held
- 2.0M
- Avg Position
- $4.5M
- Median Position
- $253.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in OVT as of Q3 2025
| Institution | Position Value |
|---|---|
 Armis Advisers, LLC RIA/Wealth | $32.1M 3.02% of portfolio |
 Holcombe Financial, Inc. RIA/Wealth | $11.2M 7.81% of portfolio |
V Virtu Financial LLC Institution | $510.8K 0.03% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $348.5K 0.00% of portfolio |
O OLD MISSION CAPITAL LLC Institution | $329.5K 0.01% of portfolio |
 Union Bankshares Corp Institution | $178.4K 0.00% of portfolio |
 REAP Financial Group, LLC RIA/Wealth | $149.1K 0.03% of portfolio |
 UBS Group AG Institution | $73.1K 0.00% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $52.6K 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $5.3K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OVT in Q3 2025
- Traded
- +$1.6M
- Buyers
- 7
- Sellers
- 2
- Total Bought
- +$2.3M
- Total Sold
- −$681.4K
- Avg Position
- $4.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Armis Advisers, LLC RIA/Wealth | +$1.4M +62.1K shares |
V Virtu Financial LLC Institution | +$510.8K +22.8K shares |
Holcombe Financial, Inc. RIA/Wealth | +$335.3K +15.0K shares |
UBS Group AG Institution | +$33.3K +1.5K shares |
REAP Financial Group, LLC RIA/Wealth | +$8.9K +398.0 shares |
Union Bankshares Corp Institution | +$1.8K +80.0 shares |
AE Wealth Management LLC RIA/Wealth | +$201.5 +9.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
O OLD MISSION CAPITAL LLC Institution | −$343.4K −15.3K shares |
 BlueChip Wealth Advisors LLC RIA/Wealth | −$338.0K −15.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OVT in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 1
- Exited Value
- $338.0K
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
BlueChip Wealth Advisors LLC RIA/Wealth | $338.0K 15.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in OVT 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 OVT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Holcombe Financial, Inc. RIA/Wealth | 7.81% $11.2M |
Armis Advisers, LLC RIA/Wealth | 3.02% $32.1M |
REAP Financial Group, LLC RIA/Wealth | 0.03% $149.1K |
V Virtu Financial LLC Institution | 0.03% $510.8K |
O OLD MISSION CAPITAL LLC Institution | 0.01% $329.5K |
Union Bankshares Corp Institution | 0.00% $178.4K |
AE Wealth Management LLC RIA/Wealth | 0.00% $52.6K |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | 0.00% $348.5K |
UBS Group AG Institution | 0.00% $73.1K |
A Advisor Group Holdings, Inc. Institution | 0.00% $5.3K |