Sovereigns Capital Flourish Fund (SOVF) Institutional Ownership $30.04 +0.19 (+0.64%) Closing price 10/24/2025 04:10 PM EasternExtended Trading$30.12 +0.07 (+0.25%) As of 10/24/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Sovereigns Capital Flourish Fund (NYSEARCA:SOVF)Number ofInstitutional Buyers(last 12 months)21TotalInstitutional Inflows(last 12 months)$45.65MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$2.86M Get SOVF Insider Trade Alerts Want to know when executives and insiders are buying or selling Sovereigns Capital Flourish Fund stock? 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Skip Chart & View Institutional Buying and Selling Data SOVF Institutional Buying and Selling by Quarter Sovereigns Capital Flourish Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails10/24/2025Valmark Advisers Inc.18,984$575K0.0%+10.5%0.491% 10/22/2025 OneAscent Financial Services LLC17,608$533K0.1%-76.5%0.455% 10/21/2025 BOS Asset Management LLC43,388$1.31M0.4%+2.7%1.121% 10/21/2025 Silver Oak Securities Incorporated32,470$983K0.1%+43.2%0.839% 10/16/2025 Blue Trust Inc.80,935$2.45M0.0%+11.3%2.091% 10/15/2025 World Investment Advisors48,220$1.46M0.0%-6.1%1.243% 10/10/2025 Cornerstone Management Inc.544,711$16.50M2.7%+1.1%14.039% 8/15/2025Keel Point LLC61,825$1.87M0.1%+26.2%1.508% 8/13/2025Brown Advisory Inc.18,575$560K0.0%N/A0.453% 8/13/2025EverSource Wealth Advisors LLC851,892$25.69M1.2%+8.2%20.778% Get the Latest News and Ratings for SOVF and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Sovereigns Capital Flourish Fund and its competitors with MarketBeat's FREE daily newsletter. 8/12/2025CreativeOne Wealth LLC229,864$6.93M0.2%+5.4%5.606% 8/6/2025OneAscent Wealth Management LLC69,183$2.09M0.8%N/A1.792% 8/6/2025OneAscent Family Office LLC7,462$225K0.2%N/A0.193% 8/4/2025Atria Investments Inc53,709$1.62M0.0%+416.2%1.391% 8/4/2025 World Investment Advisors51,374$1.55M0.0%+2.1%1.331% 7/31/2025 Cornerstone Management Inc.538,613$16.25M2.8%+5.7%13.950% 7/24/2025 Blue Trust Inc.72,736$2.19M0.0%+30.9%1.884% 7/21/2025 AIFG Consultants Ltd.12,005$362K0.7%-14.6%0.311% 7/16/2025 BOS Asset Management LLC42,252$1.27M0.4%+38.0%1.094% 7/11/2025 Silver Oak Securities Incorporated22,667$684K0.1%+900.8%0.587% 5/22/2025BOS Asset Management LLC30,617$910K0.3%+21.0%0.837% 5/16/2025Arete Wealth Advisors LLC25,055$745K0.1%-25.1%0.685% 5/14/2025CreativeOne Wealth LLC218,129$6.48M0.2%+207.2%5.960% 5/13/2025EverSource Wealth Advisors LLC787,432$23.40M1.3%+6.4%21.515% 5/12/2025Townsquare Capital LLC141,675$4.21M0.0%+20.7%3.871% 4/29/2025Envestnet Asset Management Inc.33,662$1M0.0%+12.6%1.005% 4/29/2025World Investment Advisors50,341$1.50M0.0%+2.6%1.503% 4/29/2025Silver Oak Securities Incorporated2,265$67K0.0%N/A0.068% 4/23/2025AIFG Consultants Ltd.14,050$417K0.7%-10.1%0.419% 4/23/2025Valmark Advisers Inc.17,343$515K0.0%+19.6%0.518% 4/22/2025Cornerstone Management Inc.509,746$15.15M2.8%-4.0%15.216% 4/21/2025Blue Trust Inc.55,561$1.65M0.0%+15.3%1.659% 4/21/2025Silver Oak Securities Incorporated2,265$67K0.0%N/A0.068% 2/14/2025Keel Point LLC77,874$2.40M0.2%+21.7%5.811% 2/14/2025BOS Asset Management LLC25,300$778K0.3%+3.3%1.888% 2/13/2025CreativeOne Wealth LLC70,994$2.18M0.1%+5.0%5.298% 2/13/2025Townsquare Capital LLC117,394$3.61M0.0%+472.0%8.761% 2/13/2025Envestnet Asset Management Inc.29,900$919K0.0%N/A2.231% 2/12/2025Arete Wealth Advisors LLC33,430$1.03M0.1%+60.4%2.495% 2/12/2025World Investment Advisors49,070$1.51M0.0%+300.7%3.662% 2/10/2025Bare Financial Services Inc989$30K0.0%N/A0.074% 2/10/2025EverSource Wealth Advisors LLC740,355$22.77M1.5%+8.8%55.250% 2/6/2025Steward Partners Investment Advisory LLC31,244$961K0.0%+11.2%2.332% 1/31/2025Truist Financial Corp29,900$919K0.0%N/A2.231% 1/30/2025Valmark Advisers Inc.14,504$446K0.0%N/A1.082% 1/30/2025Blue Trust Inc.48,186$1.48M0.0%+41.9%3.596% 1/29/2025Values First Advisors Inc.6,538$201K0.1%N/A0.488% 1/29/2025AIFG Consultants Ltd.15,632$481K0.8%-7.6%1.167% 1/24/2025Cornerstone Management Inc.530,834$16.32M3.2%+369.6%39.614% 1/22/2025Blue Trust Inc.121,941$3.70M0.0%+259.1%9.100% 11/25/2024World Investment Advisors LLC12,245$372K0.0%N/A0.914% 11/18/2024Arete Wealth Advisors LLC20,841$630K0.1%+33.0%1.555% 11/14/2024CreativeOne Wealth LLC67,625$2.05M0.1%+36.5%5.047% 11/13/2024Townsquare Capital LLC20,524$623K0.0%N/A1.532% 11/8/2024EverSource Wealth Advisors LLC680,685$20.66M1.3%+5.8%50.797% 11/1/2024Atria Investments Inc11,648$353K0.0%+6.9%0.869% 10/21/2024AIFG Consultants Ltd.16,911$513K0.4%-13.1%1.262% 10/18/2024Blue Trust Inc.33,961$973K0.0%+27.9%2.534% 10/16/2024BOS Asset Management LLC24,502$744K0.3%N/A1.829% 10/9/2024Cornerstone Management Inc.113,034$3.43M0.7%+2.3%8.435% 8/14/2024EverSource Wealth Advisors LLC643,470$19.94M1.2%+13.4%48.020% 8/1/2024Valmark Advisers Inc.15,917$456K0.0%-71.1%1.188% 6/11/2024EverSource Wealth Advisors LLC567,224$15.71M1.2%+24.3%42.330% 5/1/2024Blue Trust Inc.26,557$790K0.0%N/A2.027% 2/9/2024EverSource Wealth Advisors LLC456,290$12.95M1.2%N/A0.000% 1/30/2024Keel Point LLC12,182$346K0.0%N/A0.000% (Data available from 1/1/2016 forward) SOVF Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SOVF shares? During the previous two years, 23 institutional investors and hedge funds held shares of Sovereigns Capital Flourish Fund. The most heavily invested institutionals were EverSource Wealth Advisors LLC ($25.69M), Cornerstone Management Inc. ($16.50M), CreativeOne Wealth LLC ($6.93M), Townsquare Capital LLC ($4.21M), Blue Trust Inc. ($2.45M), OneAscent Wealth Management LLC ($2.09M), and Keel Point LLC ($1.87M).Learn more on Sovereigns Capital Flourish Fund's institutional investors. Which institutional investors have been buying Sovereigns Capital Flourish Fund's stock? Of the 21 institutional investors that purchased Sovereigns Capital Flourish Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EverSource Wealth Advisors LLC ($851.89K), Cornerstone Management Inc. ($455.35K), CreativeOne Wealth LLC ($180.31K), Blue Trust Inc. ($168.92K), Townsquare Capital LLC ($141.68K), OneAscent Wealth Management LLC ($69.18K), and Atria Investments Inc ($44.06K). How much institutional buying is happening at Sovereigns Capital Flourish Fund? Institutional investors have bought a total of 1,500,249 shares in the last 24 months. This purchase volume represents approximately $45.65M in transactions. Which of Sovereigns Capital Flourish Fund's major shareholders have been selling company stock? The following institutional investors have sold Sovereigns Capital Flourish Fund stock in the last 24 months: OneAscent Financial Services LLC ($57.46K), Cornerstone Management Inc. ($21.09K), Arete Wealth Advisors LLC ($8.38K), AIFG Consultants Ltd. ($4.91K), and World Investment Advisors ($3.15K). How much institutional selling is happening at Sovereigns Capital Flourish Fund? Institutional investors have sold a total of 94,986 shares in the last 24 months. This volume of shares sold represents approximately $2.86M in transactions. Related Companies Global X Millennial Consumer ETF Institutional Ownership First Trust Indxx Innovative Transaction & Process ETF Institutional Ownership iShares ESG Advanced MSCI EM ETF Institutional Ownership KraneShares China Internet and Covered Call Strategy ETF Institutional Ownership ALPS Clean Energy ETF Institutional Ownership YieldMax Bitcoin Option Income ETF Institutional Ownership Xtrackers US National Critical Technologies ETF Institutional Ownership iShares Genomics Immunology and Healthcare ETF Institutional Ownership Amplify Seymour Cannabis ETF Institutional Ownership iShares Blockchain and Tech ETF Institutional Ownership This page (NYSEARCA:SOVF) was last updated on 10/25/2025 by MarketBeat.com Staff From Our PartnersNEW LAW: Congress Approves Setup For Digital Dollar?Trump Ally Says Congress Approved the Setup for a Digital Dollar 2.0 But according to Rep. 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