Security Details
| Security Name: | OVERLAY SHARES CORE BOND ETF |
|---|---|
| Ticker: | OVB |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 53656F862 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.02B | - | 10 | - |
| 2024-09-30 | $0.02B | +3.5% | 9 | -10.0% |
| 2024-12-31 | $0.04B | +133.4% | 13 | +44.4% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| ARMIS ADVISERS, LLC | $18.0M | 887K | 2.2% |
| BISON WEALTH, LLC | $9.3M | 459K | 2.1% |
| REAP FINANCIAL GROUP, LLC | $0.4M | 20K | 0.1% |
| IFP ADVISORS, INC | $1.6M | 76K | 0.1% |
| SANDY SPRING BANK | $0.5M | 26K | 0.0% |
| HIGHTOWER ADVISORS, LLC | $9.7M | 480K | 0.0% |
| NEWSQUARE CAPITAL LLC | $0.0M | 0K | 0.0% |
| CAPE INVESTMENT ADVISORY, INC. | $0.0M | 0K | 0.0% |
| UBS GROUP AG | $0.0M | 1K | 0.0% |
| MORGAN STANLEY | $0.0M | 0K | 0.0% |
| ORION PORTFOLIO SOLUTIONS, LLC | $0.4M | 18K | 0.0% |
| JPMORGAN CHASE & CO | $0.0M | 0K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|---|---|---|---|---|
| OVT | US | OVERLAY SHARES SHRT TERM BON | 0.200 | 2 | 10 |
| OVLH | US | OVERLAY SHRS HDG LRG CAP EQY | 0.118 | 2 | 17 |
| OVL | US | OVERLAY SHARES LARGE CAP EQ | 0.071 | 2 | 28 |
| SPDN | US | DIREXION DLY S&P 500 BEAR 1X | 0.056 | 2 | 36 |
| VOO | US | VANGUARD S&P 500 ETF | 0.001 | 2 | 2296 |
| QQQ | US | INVESCO QQQ TRUST SERIES 1 | 0.001 | 2 | 2323 |
| IVV | US | ISHARES CORE S&P 500 ETF | 0.001 | 2 | 2481 |
| SPY | US | SPDR S&P 500 ETF TRUST | 0.001 | 2 | 2907 |
| NVDA | US | NVIDIA CORP | 0.001 | 2 | 3653 |
| AAPL | US | APPLE INC | 0.001 | 2 | 3956 |
| MSFT | US | MICROSOFT CORP | 0.000 | 2 | 4177 |