Overlay Shares Small Cap Equity

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About OVS

OVS is actively managed to provide exposure to small cap U.S. equities combined with a put spread option overlay strategy. The listed name for OVS is Overlay Shares Small Cap Equity ETF. 

Index-Tracked
Index-Tracked
Category
Small Blend
CategorySmall Blend
Number of holdings
12
Number of holdings12
Inception Date
Sep 30, 2019
Inception DateSep 30, 2019

What's in this fund

Sectors

As of November 25, 2025
Financial Services16.94%
Technology16.53%
Industrials15.90%
Consumer Cyclical13.69%
Healthcare11.71%
Real Estate8.35%
Basic Materials5.11%
Energy4.40%
Consumer Defensive2.86%
Communication Services2.51%
Utilities2.00%

Top 10 Holdings (103.45% of total assets)

As of November 25, 2025
NameSymbol% Assets
iShares S&P SmallCap 600 ETFIJR99.18%
Put On S&P 500 Dec251.06%
Put On S&P 500 Nov250.99%
Put On S&P 500 Dec250.52%
Put On S&P 500 Nov250.47%
Put On S&P 500 Dec250.37%
First American Government Obligs X0.30%
Put On S&P 500 Dec250.24%
Put On S&P 500 Dec250.20%
Put On S&P 500 Dec250.12%

OVS Key Statistics

AUM
16.22M
AUM16.22M
Price-Earnings ratio
17.64
Price-Earnings ratio17.64
30-Day yield
1.21
30-Day yield1.21
Average volume
1.22K
Average volume1.22K
High today
$36.31
High today$36.31
Low today
$36.31
Low today$36.31
Open price
$36.31
Open price$36.31
Volume
914.00
Volume914.00
52 Week high
$38.98
52 Week high$38.98
52 Week low
$26.23
52 Week low$26.23
Expense ratio
0.83
Expense ratio0.83

Stock Snapshot

As of today, Overlay Shares Small Cap Equity(OVS) shares are valued at $36.07. The company's market cap stands at 16.23M, with a P/E ratio of 17.64 and a dividend yield of 1.5%.

As of 2025-11-27, Overlay Shares Small Cap Equity(OVS) stock has fluctuated between $36.31 and $36.31. The current price stands at $36.07, placing the stock -0.7% above today's low and -0.7% off the high.

The Overlay Shares Small Cap Equity(OVS)'s current trading volume is 914, compared to an average daily volume of 1.22K.

In the last year, Overlay Shares Small Cap Equity(OVS) shares hit a 52-week high of $38.98 and a 52-week low of $26.23.

In the last year, Overlay Shares Small Cap Equity(OVS) shares hit a 52-week high of $38.98 and a 52-week low of $26.23.

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted.