© 2026 Stocks Telegraph All rights reserved.
Most stock quote data provided by Financial Modeling Prep
Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.
About N/A of shares are held by financial institutions. LPL FINANCIAL LLC is the top corporate investor, holding 19.67K shares valued at $429.19K. A 0.7% stake in Overlay Shares Short Term Bond ETF is owned by the company. NUVEEN, LLC owns 9.6K shares valued at $209.48K, which translates its holding of 0.34% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | LPL FINANCIAL LLC | 0.7% | 19.67K | 429.19K | 19.67K | +100.00% |
| Jun 30, 2026 | NUVEEN, LLC | 0.34% | 9.6K | 209.48K | 9.6K | +100.00% |
| Jun 30, 2026 | VIRTU FINANCIAL LLC | 0.82% | 22.83K | 498K | -10.16K | -30.81% |
| Jun 30, 2026 | TRUE LINK FINANCIAL ADVISORS, LLC | 0.84% | 23.51K | 513.11K | 23.51K | +100.00% |
| Jun 30, 2026 | BRINKER CAPITAL INVESTMENTS, LLC | 0.86% | 23.94K | 522.5K | -89.41K | -78.88% |
| Jun 30, 2026 | OASIS ADVISORS, LLC | 1.18% | 32.98K | 719.7K | -2.52M | -98.71% |
| Jun 30, 2026 | EVOLUTION WEALTH MANAGEMENT INC. | 1.25% | 34.9K | 761.78K | 7.82K | +28.89% |
| Jun 30, 2026 | HOLCOMBE FINANCIAL, INC. | 19.09% | 534.39K | 11.66M | 7.92K | +1.50% |
| Jun 30, 2026 | BISON WEALTH, LLC | 56.31% | 1.58M | 34.47M | -572 | -0.04% |
| Jun 30, 2026 | WEALTHCARE ADVISORY PARTNERS LLC | 0% | 0 | - | -13.53K | -100.00% |
| Jun 30, 2026 | UBS GROUP AG | 0% | 0 | - | -761 | -100.00% |
| Jun 30, 2026 | ROYAL BANK OF CANADA | 0% | 0 | - | -592 | -100.00% |
| Jun 30, 2026 | MORGAN STANLEY | 0% | 1 | 23 | 1 | +100.00% |
| Jun 30, 2026 | MERCER GLOBAL ADVISORS INC /ADV | 0.01% | 316 | 6.9K | 316 | +100.00% |
| Jun 30, 2026 | AE WEALTH MANAGEMENT LLC | 0.03% | 878 | 19.16K | 877 | +87,700.00% |
| Jun 30, 2026 | REAP FINANCIAL GROUP, LLC | 0.14% | 4K | 87.31K | -1.69K | -29.65% |
| Jun 30, 2026 | GLOBAL RETIREMENT PARTNERS, LLC | 0.19% | 5.24K | 114.41K | 5.24K | +100.00% |
| Jun 30, 2026 | WELLS FARGO & COMPANY/MN | 0.26% | 7.27K | 158.62K | 7.27K | +100.00% |
| Jun 30, 2026 | ATLANTIC UNION BANKSHARES CORP | 0.3% | 8.42K | 183.79K | 135 | +1.63% |
| Jun 30, 2026 | RAYMOND JAMES FINANCIAL INC | 0.56% | 15.57K | 339.88K | 0 | 0 |
| Mar 31, 2026 | BRINKER CAPITAL INVESTMENTS, LLC | 4.05% | 113.35K | 2.48M | 113.35K | +100.00% |
| Mar 31, 2026 | OASIS ADVISORS, LLC | 91.06% | 2.55M | 4.52M | 2.55M | +100.00% |
| Mar 31, 2026 | HOLCOMBE FINANCIAL, INC. | 18.81% | 526.47K | 11.53M | 25.38K | +5.07% |
| Mar 31, 2026 | REAP FINANCIAL GROUP, LLC | 0.2% | 5.69K | 124.58K | -948 | -14.29% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0.02% | 592 | 13K | 592 | +100.00% |
| Mar 31, 2026 | AE WEALTH MANAGEMENT LLC | 0% | 1 | 20 | -2.35K | -99.96% |
| Mar 31, 2026 | BLUECHIP WEALTH ADVISORS LLC | 0% | 0 | - | -15.19K | -100.00% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0% | 0 | - | -237 | -100.00% |
| Mar 31, 2026 | 91.65% | 2.55M | 4.52M | 2.55M | +100.00% | |
| Mar 31, 2026 | VIRTU FINANCIAL LLC | 1.18% | 32.99K | 723K | 32.99K | +100.00% |
| Mar 31, 2026 | EVOLUTION WEALTH MANAGEMENT INC. | 0.97% | 27.08K | 593.28K | 11.01K | +68.48% |
| Mar 31, 2026 | RAYMOND JAMES FINANCIAL INC | 0.56% | 15.57K | 341.17K | 0 | 0 |
| Mar 31, 2026 | ATLANTIC UNION BANKSHARES CORP | 0.3% | 8.29K | 181.53K | 128 | +1.57% |
| Mar 31, 2026 | BISON WEALTH, LLC | 56.33% | 1.58M | 34.77M | 100.64K | +6.82% |
| Mar 31, 2026 | WEALTHCARE ADVISORY PARTNERS LLC | 0.48% | 13.53K | 296.37K | 13.53K | +100.00% |
| Mar 31, 2026 | UBS GROUP AG | 0.03% | 761 | 16.67K | 579 | +318.13% |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 0% | 0 | - | -11.86K | -100.00% |
| Dec 31, 2025 | ATLANTIC UNION BANKSHARES CORP | 0.36% | 8.16K | 179.37K | 186 | +2.33% |
| Dec 31, 2025 | REAP FINANCIAL GROUP, LLC | 0.29% | 6.64K | 145.87K | -26 | -0.39% |
| Dec 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.1% | 2.35K | 51.73K | 1 | +0.04% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 237 | 5.21K | 0 | 0 |
| Dec 31, 2025 | OLD MISSION CAPITAL LLC | 0% | 0 | - | -14.72K | -100.00% |
| Dec 31, 2025 | VIRTU FINANCIAL LLC | 0% | 0 | - | -22.82K | -100.00% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 0.67% | 15.57K | 342.38K | 0 | 0 |
| Dec 31, 2025 | BISON WEALTH, LLC | 64.63% | 1.48M | 32.37M | 27.78K | +1.92% |
| Dec 31, 2025 | HOLCOMBE FINANCIAL, INC. | 21.94% | 501.08K | 11.02M | 1.39K | +0.28% |
| Dec 31, 2025 | EVOLUTION WEALTH MANAGEMENT INC. | 0.69% | 16.07K | 353.4K | -1.34K | -7.70% |
| Dec 31, 2025 | UBS GROUP AG | 0.01% | 182 | 4K | -3.08K | -94.43% |
| Dec 31, 2025 | BLUECHIP WEALTH ADVISORS LLC | 0.67% | 15.19K | 333.99K | 15.19K | +100.00% |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 0.51% | 11.86K | 260.84K | 11.86K | +100.00% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.66% | 15.57K | 348.53K | 0 | 0 |
| Sep 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.1% | 2.35K | 52.65K | 9 | +0.38% |
| Sep 30, 2025 | BLUECHIP WEALTH ADVISORS LLC | 0% | 0 | - | -15.19K | -100.00% |
| Sep 30, 2025 | UBS GROUP AG | 0.14% | 3.27K | 73.09K | 1.49K | +83.48% |
| Sep 30, 2025 | OLD MISSION CAPITAL LLC | 0.63% | 14.72K | 329.46K | -15.34K | -51.04% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 237 | 5.27K | 0 | 0 |
| Sep 30, 2025 | VIRTU FINANCIAL LLC | 0.97% | 22.82K | 511K | 22.82K | +100.00% |
| Sep 30, 2025 | HOLCOMBE FINANCIAL, INC. | 21.3% | 499.69K | 11.18M | 14.98K | +3.09% |
| Sep 30, 2025 | BISON WEALTH, LLC | 61.73% | 1.45M | 32.08M | 62.12K | +4.48% |
| Sep 30, 2025 | EVOLUTION WEALTH MANAGEMENT INC. | 0.74% | 17.41K | 389.73K | 3.2K | +22.53% |
| Sep 30, 2025 | ATLANTIC UNION BANKSHARES CORP | 0.34% | 7.97K | 178.42K | 80 | +1.01% |
| Sep 30, 2025 | REAP FINANCIAL GROUP, LLC | 0.28% | 6.66K | 149.06K | 398 | +6.35% |
| Jun 30, 2025 | BISON WEALTH, LLC | 60.8% | 1.39M | 30.3M | 24.55K | +1.80% |
| Jun 30, 2025 | VIRTU FINANCIAL LLC | 0% | 0 | - | -117.2K | -100.00% |
| Jun 30, 2025 | BLUECHIP WEALTH ADVISORS LLC | 0.67% | 15.19K | 338K | 0 | 0 |
| Jun 30, 2025 | UBS GROUP AG | 0.08% | 1.78K | 39.61K | -1.22K | -40.71% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0% | 0 | - | -46.36K | -100.00% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 237 | 5.27K | 0 | 0 |
| Jun 30, 2025 | AE WEALTH MANAGEMENT LLC | 0.1% | 2.34K | 52.13K | 0 | 0 |
| Jun 30, 2025 | 0.27% | 6.26K | 139.35K | -299 | -4.56% | |
| Jun 30, 2025 | ATLANTIC UNION BANKSHARES CORP | 0.35% | 7.89K | 175.61K | 7.89K | +100.00% |
| Jun 30, 2025 | OLD MISSION CAPITAL LLC | 1.32% | 30.07K | 668.95K | 30.07K | +100.00% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.68% | 15.57K | 346.5K | 15.57K | +100.00% |
| Jun 30, 2025 | HOLCOMBE FINANCIAL, INC. | 21.26% | 484.71K | 10.78M | 2.34K | +0.48% |
| Jun 30, 2025 | EVOLUTION WEALTH MANAGEMENT INC. | 0.62% | 14.21K | 316.22K | 14.21K | +100.00% |
| Jun 30, 2025 | REAP FINANCIAL GROUP, LLC | 0.27% | 6.26K | 139.35K | -299 | -4.56% |
| Jun 30, 2025 | GTS SECURITIES LLC | 0% | 0 | - | -13.48K | -100.00% |
| Mar 31, 2025 | SANDY SPRING BANK | 0.29% | 7.81K | 172.43K | 0 | 0 |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0% | 0 | - | -63.58K | -100.00% |
| Mar 31, 2025 | OLD MISSION CAPITAL LLC | 0% | 0 | - | -34.54K | -100.00% |
| Mar 31, 2025 | GTS SECURITIES LLC | 0.5% | 13.48K | 297.4K | 13.48K | +100.00% |
| Mar 31, 2025 | JANE STREET GROUP, LLC | 1.71% | 46.36K | 1.02M | 46.36K | +100.00% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.01% | 237 | 5.23K | 237 | +100.00% |
| Mar 31, 2025 | AE WEALTH MANAGEMENT LLC | 0.09% | 2.34K | 51.7K | 0 | 0 |
| Mar 31, 2025 | UBS GROUP AG | 0.11% | 3K | 66.25K | 3K | +100.00% |
| Mar 31, 2025 | 0.24% | 6.56K | 144.8K | -8.78K | -57.23% | |
| Mar 31, 2025 | BLUECHIP WEALTH ADVISORS LLC | 0.56% | 15.19K | 335.22K | 15.19K | +100.00% |
| Mar 31, 2025 | VIRTU FINANCIAL LLC | 4.32% | 117.2K | 2.59M | 117.2K | +100.00% |
| Mar 31, 2025 | ORION PORTFOLIO SOLUTIONS, LLC | 0.55% | 14.91K | 327.29K | 0 | 0 |
Among the OVT insiders holding of N/A of the stake in company, DRESCHER ANTON J, CFO, holds the largest shares of 1.68M. , , is the second largest OVT insider with ownership of - shares. , , stands third with possession of - shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| DRESCHER ANTON J | CFO | 1.68M |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Jun 18, 2013 | DRESCHER ANTON J | PURCHASE | 0.06 | 28K | 1.54K | 1.68M |
| Jun 14, 2013 | DRESCHER ANTON J | PURCHASE | 0.06 | 5K | 275 | 1.66M |
| Jun 13, 2013 | DRESCHER ANTON J | PURCHASE | 0.07 | 50K | 3.25K | 1.65M |
| May 31, 2013 | DRESCHER ANTON J | PURCHASE | 0.06 | 20K | 1.1K | 1.6M |
| May 13, 2013 | DRESCHER ANTON J | PURCHASE | 0.06 | 125K | 6.88K | 1.58M |
| May 07, 2013 | DRESCHER ANTON J | PURCHASE | 0.06 | 50K | 2.75K | 1.46M |
| Apr 22, 2013 | DRESCHER ANTON J | PURCHASE | 0.05 | 18K | 900 | 1.41M |
| Feb 06, 2012 | DRESCHER ANTON J | PURCHASE | 0.15 | 600K | 90K | 1.26M |