Overlay Shares Large Etf Profile
| OVL Etf | USD 54.33 0.44 0.82% |
PerformanceWeak
| Odds Of DistressLow
|
Overlay Shares is selling for 54.33 as of the 26th of January 2026. This is a 0.82 percent increase since the beginning of the trading day. The etf's lowest day price was 53.85. Overlay Shares has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. The performance scores are derived for the period starting the 28th of October 2025 and ending today, the 26th of January 2026. Click here to learn more.
The fund is an actively-managed exchange-traded fund that seeks to achieve its objective by investing in one or more other ETFs that seek to obtain exposure to the performance of U.S. large cap equity securities or directly in the securities held by such ETFs and selling and purchasing listed short-term put options to generate income to the fund. More on Overlay Shares Large
Moving together with Overlay Etf
| 0.99 | VTI | Vanguard Total Stock Sell-off Trend | PairCorr |
| 1.0 | SPY | SPDR SP 500 | PairCorr |
| 1.0 | IVV | iShares Core SP | PairCorr |
| 0.9 | VIG | Vanguard Dividend | PairCorr |
| 0.99 | VV | Vanguard Large Cap | PairCorr |
| 0.85 | RSP | Invesco SP 500 | PairCorr |
Moving against Overlay Etf
Overlay Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | Ionic Rare Earths Limited |
| Business Concentration | Large Cap ETFs, Size And Style ETFs, Large Blend, Overlay Shares (View all Sectors) |
| Issuer | Liquid Strategies |
| Inception Date | 2019-09-30 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 182.15 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Liquid Strategies, LLC |
| Custodian | U.S. Bank, N.A. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Bradley Ball, Adam Stewart, Shawn Gibson, Justin Boller |
| Transfer Agent | U.S. Bank, N.A. |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 11.0 |
| Market Maker | Wolverine Trading |
| Total Expense | 0.79 |
| Management Fee | 0.75 |
| Country Name | USA |
| Returns Y T D | 1.28 |
| Name | Overlay Shares Large Cap Equity ETF |
| Currency Code | USD |
| Open Figi | BBG00QFNW9L7 |
| In Threey Volatility | 14.44 |
| 1y Volatility | 12.8 |
| 200 Day M A | 49.6888 |
| 50 Day M A | 53.3346 |
| Code | OVL |
| Updated At | 26th of January 2026 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 1.26 |
| Type | ETF |
Overlay Shares Large [OVL] is traded in USA and was established 2019-09-30. The fund is classified under Large Blend category within Overlay Shares family. The entity is thematically classified as Large Cap ETFs. Overlay Shares Large now have 243.36 M in assets. , while the total return for the last 3 years was 22.7%.
Check Overlay Shares Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Overlay Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Overlay Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Overlay Shares Large Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Overlay Shares Top Holders
| SRGIX | Stringer Growth Fund | Mutual Fund | Tactical Allocation | |
| SRGCX | Stringer Growth Fund | Mutual Fund | Tactical Allocation | |
| SRGAX | Stringer Growth Fund | Mutual Fund | Tactical Allocation |
Overlay Shares Large Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Overlay Shares. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.6877 | |||
| Semi Deviation | 0.9725 | |||
| Standard Deviation | 0.931 | |||
| Variance | 0.8667 |
Overlay Shares Large Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Overlay Shares Large Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe Overlay Shares price patterns.
Overlay Shares Against Markets
Overlay Etf Analysis Notes
Overlay Shares is is formed as Regulated Investment Company in the United States. ETF is managed and operated by U.S. Bancorp Fund Services, LLC. The fund has 11 constituents across multiple sectors and instustries. The fund charges 0.75 percent management fee with a total expences of 0.79 percent of total asset. The fund generated five year return of 14.0%. Overlay Shares Large maintains 98.45% of assets in stocks. This fund last dividend was 0.3075 per share. The fund is an actively-managed exchange-traded fund that seeks to achieve its objective by investing in one or more other ETFs that seek to obtain exposure to the performance of U.S. large cap equity securities or directly in the securities held by such ETFs and selling and purchasing listed short-term put options to generate income to the fund. Overlay Shares is traded on NYSEARCA Exchange in the United States. To find out more about Overlay Shares Large contact the company at NA.Overlay Shares Large Investment Alerts
Overlay Shares Thematic Classifications
In addition to having Overlay Shares etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Large Cap ETFsUSA ETFs from Large Cap clasification | |
| Size And Style ETFsUSA ETFs from Size And Style clasification |
Management Efficiency
Overlay Shares' management efficiency ratios could be used to measure how well Overlay Shares manages its routine affairs as well as how well it operates its assets and liabilities.The leadership approach at Overlay Shares' fosters a culture of excellence and accountability. Our analysis examines how this culture influences financial outcomes and stock valuation.
Returns 3 Y 22.73 | Returns 5 Y 14.32 | Returns 1 Y 14.29 | Total Assets 182.2 M | Yield 2.99 |
Top Overlay Shares Large Etf Constituents
| FGXXX | First American Funds | Money Market Fund | |
| VOO | Vanguard SP 500 | Etf |
Institutional Etf Holders for Overlay Shares
Have you ever been surprised when a price of an equity instrument such as Overlay Shares is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Overlay Shares Large backward and forwards among themselves. Overlay Shares' institutional investor refers to the entity that pools money to purchase Overlay Shares' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| SRGIX | Stringer Growth Fund | Mutual Fund | Tactical Allocation | |
| SRGCX | Stringer Growth Fund | Mutual Fund | Tactical Allocation | |
| SRGAX | Stringer Growth Fund | Mutual Fund | Tactical Allocation |
Overlay Shares Outstanding Bonds
Overlay Shares issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Overlay Shares Large uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Overlay bonds can be classified according to their maturity, which is the date when Overlay Shares Large has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Overlay Shares Predictive Daily Indicators
Overlay Shares intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Overlay Shares etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Overlay Shares Forecast Models
Overlay Shares' time-series forecasting models are one of many Overlay Shares' etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Overlay Shares' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Overlay Shares Large. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in private. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
The market value of Overlay Shares Large is measured differently than its book value, which is the value of Overlay that is recorded on the company's balance sheet. Investors also form their own opinion of Overlay Shares' value that differs from its market value or its book value, called intrinsic value, which is Overlay Shares' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Overlay Shares' market value can be influenced by many factors that don't directly affect Overlay Shares' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Overlay Shares' value and its price as these two are different measures arrived at by different means. Investors typically determine if Overlay Shares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Overlay Shares' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.