§ EQUITY
USDOVT
OVERLAY SHARES SHRT TERM BON
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
11 increased/new, 5 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bison Wealth, LLC | 1.6M | 3.4% | +7% |
| Holcombe Financial, Inc. | 526K | 6.8% | +5% |
| Oasis Advisors, LLC | 2.5M | 0.9% | n/a |
| Orion Porfolio Solutions, LLC | 113K | 0.0% | n/a |
| EVOLUTION WEALTH MANAGEMENT INC. | 27K | 0.4% | +68% |
| RAYMOND JAMES FINANCIAL INC | 16K | 0.0% | ±0% |
◇ AC INTELLIGENCE
Top institutional owners for OVT 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
OTHER99.8% · 10 holders
DEALER / BANK0.2% · 3 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 OVT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention OVT yet.