§ EQUITY
USDOVLH
OVERLAY SHRS HDG LRG CAP EQY
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
13 increased/new, 6 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bison Wealth, LLC | 1.0M | 4.2% | −4% |
| Holcombe Financial, Inc. | 351K | 7.8% | +7% |
| Delta Investment Management, LLC | 272K | 1.8% | −11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 176K | 0.0% | +16% |
| LPL Financial LLC | 72K | 0.0% | +29% |
| Apollon Wealth Management, LLC | 56K | 0.0% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for OVLH as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.1% · 20 holders
DEALER / BANK0.9% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for OVLH in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention OVLH yet.