Sovereigns Capital Flourish Fund (SOVF) Institutional Ownership $31.24 +0.77 (+2.53%) As of 04:10 PM Eastern 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)$45.88MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$1.10M Get SOVF Insider Trade Alerts Want to know when executives and insiders are buying or selling Sovereigns Capital Flourish Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address 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 CompanyDetails8/15/2025 Keel Point LLC61,825$1.87M0.1%+26.2%1.508% 8/13/2025 Brown Advisory Inc.18,575$560K0.0%N/A0.453% 8/13/2025 EverSource Wealth Advisors LLC851,892$25.69M1.2%+8.2%20.778% 8/12/2025 CreativeOne Wealth LLC229,864$6.93M0.2%+5.4%5.606% 8/6/2025 OneAscent Wealth Management LLC69,183$2.09M0.8%N/A1.792% 8/6/2025 OneAscent Family Office LLC7,462$225K0.2%N/A0.193% 8/4/2025 Atria 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% 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. 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% 5/22/2025 BOS Asset Management LLC30,617$910K0.3%+21.0%0.837% 5/16/2025 Arete Wealth Advisors LLC25,055$745K0.1%-25.1%0.685% 5/14/2025 CreativeOne Wealth LLC218,129$6.48M0.2%+207.2%5.960% 5/13/2025 EverSource Wealth Advisors LLC787,432$23.40M1.3%+6.4%21.515% 5/12/2025 Townsquare Capital LLC141,675$4.21M0.0%+20.7%3.871% 4/29/2025 Envestnet Asset Management Inc.33,662$1M0.0%+12.6%1.005% 4/29/2025 World Investment Advisors50,341$1.50M0.0%+2.6%1.503% 4/29/2025 Silver Oak Securities Incorporated2,265$67K0.0%N/A0.068% 4/23/2025 AIFG Consultants Ltd.14,050$417K0.7%-10.1%0.419% 4/23/2025 Valmark Advisers Inc.17,343$515K0.0%+19.6%0.518% 4/22/2025 Cornerstone Management Inc.509,746$15.15M2.8%-4.0%15.216% 4/21/2025 Blue Trust Inc.55,561$1.65M0.0%+15.3%1.659% 4/21/2025 Silver Oak Securities Incorporated2,265$67K0.0%N/A0.068% 2/14/2025 Keel Point LLC77,874$2.40M0.2%+21.7%5.811% 2/14/2025 BOS Asset Management LLC25,300$778K0.3%+3.3%1.888% 2/13/2025 CreativeOne Wealth LLC70,994$2.18M0.1%+5.0%5.298% 2/13/2025 Townsquare Capital LLC117,394$3.61M0.0%+472.0%8.761% 2/13/2025 Envestnet Asset Management Inc.29,900$919K0.0%N/A2.231% 2/12/2025 Arete Wealth Advisors LLC33,430$1.03M0.1%+60.4%2.495% 2/12/2025 World Investment Advisors49,070$1.51M0.0%+300.7%3.662% 2/10/2025 Bare Financial Services Inc989$30K0.0%N/A0.074% 2/10/2025 EverSource Wealth Advisors LLC740,355$22.77M1.5%+8.8%55.250% 2/6/2025 Steward Partners Investment Advisory LLC31,244$961K0.0%+11.2%2.332% 1/31/2025 Truist Financial Corp29,900$919K0.0%N/A2.231% 1/30/2025 Valmark Advisers Inc.14,504$446K0.0%N/A1.082% 1/30/2025 Blue Trust Inc.48,186$1.48M0.0%+41.9%3.596% 1/29/2025 Values First Advisors Inc.6,538$201K0.1%N/A0.488% The Trump Dump is starting; Get out of stocks now? (Ad)The first 365 days of the Trump presidency… Will be the best time to get rich in American history.If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a1/29/2025 AIFG Consultants Ltd.15,632$481K0.8%-7.6%1.167% 1/24/2025 Cornerstone Management Inc.530,834$16.32M3.2%+369.6%39.614% 1/22/2025 Blue Trust Inc.121,941$3.70M0.0%+259.1%9.100% 11/25/2024 World Investment Advisors LLC12,245$372K0.0%N/A0.914% 11/18/2024 Arete Wealth Advisors LLC20,841$630K0.1%+33.0%1.555% 11/14/2024 CreativeOne Wealth LLC67,625$2.05M0.1%+36.5%5.047% 11/13/2024 Townsquare Capital LLC20,524$623K0.0%N/A1.532% 11/8/2024 EverSource Wealth Advisors LLC680,685$20.66M1.3%+5.8%50.797% 11/1/2024 Atria Investments Inc11,648$353K0.0%+6.9%0.869% 10/21/2024 AIFG Consultants Ltd.16,911$513K0.4%-13.1%1.262% 10/18/2024 Blue Trust Inc.33,961$973K0.0%+27.9%2.534% 10/16/2024 BOS Asset Management LLC24,502$744K0.3%N/A1.829% 10/9/2024 Cornerstone Management Inc.113,034$3.43M0.7%+2.3%8.435% 8/14/2024 EverSource Wealth Advisors LLC643,470$19.94M1.2%+13.4%48.020% 8/1/2024 Valmark Advisers Inc.15,917$456K0.0%-71.1%1.188% 6/11/2024 EverSource Wealth Advisors LLC567,224$15.71M1.2%+24.3%42.330% 5/1/2024 Blue Trust Inc.26,557$790K0.0%N/A2.027% 2/9/2024 EverSource Wealth Advisors LLC456,290$12.95M1.2%N/A0.000% 1/30/2024 Keel 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, 22 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. ($16.25M), CreativeOne Wealth LLC ($6.93M), Townsquare Capital LLC ($4.21M), Blue Trust Inc. ($2.19M), 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. ($449.26K), CreativeOne Wealth LLC ($180.31K), Blue Trust Inc. ($160.72K), 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 1,507,702 shares in the last 24 months. This purchase volume represents approximately $45.88M 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: Cornerstone Management Inc. ($21.09K), Arete Wealth Advisors LLC ($8.38K), and AIFG Consultants Ltd. ($7.45K). How much institutional selling is happening at Sovereigns Capital Flourish Fund? Institutional investors have sold a total of 36,910 shares in the last 24 months. This volume of shares sold represents approximately $1.10M in transactions. 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