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Sovereigns Capital Flourish Fund (SOVF) Institutional Ownership

Sovereigns Capital Flourish Fund logo
$30.84 -0.33 (-1.06%)
As of 03:07 PM Eastern
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Institutional Ownership Changes (13F Filings) for Sovereigns Capital Flourish Fund (NYSEARCA:SOVF)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$18.71M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$21.73M
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SOVF Institutional Buying and Selling by Quarter

Sovereigns Capital Flourish Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026BOS Asset Management LLC58,163$1.73M0.4%+6.4%2.085%
6/1/2026Keel Point LLC63,609$1.71M0.1%+5.2%1.969%
5/20/2026Arete Wealth Advisors LLC21,888$587K0.0%+11.2%0.678%
5/18/2026EverSource Wealth Advisors LLC600,714$16.11M0.5%+32.0%18.598%
4/27/2026World Investment Advisors60,281$1.62M0.0%+12.6%1.866%
4/20/2026Blue Trust Inc.94,136$2.52M0.0%+8.4%2.914%
4/17/2026Cornerstone Management Inc.604,973$16.22M2.6%+3.1%18.730%
3/13/2026World Investment Advisors53,530$1.56M0.0%+11.0%1.561%
2/18/2026Vident Advisory LLC300,171$8.76M0.1%-28.0%8.751%
2/13/2026Arete Wealth Advisors LLC19,679$574K0.0%-39.7%0.574%
2/13/2026ICONIQ Capital LLC214,249$6.25M0.1%-35.6%6.246%
2/13/2026OpenArc Corporate Advisory LLC18,300$534K0.0%N/A0.534%
2/11/2026OneAscent Financial Services LLC127,451$3.72M0.3%+138.1%3.716%
2/11/2026OneAscent Family Office LLC8,426$246K0.2%+25.7%0.246%
2/10/2026Operose Advisors LLC2,016$59K0.0%+30.6%0.059%
2/6/2026EverSource Wealth Advisors LLC455,163$13.28M0.5%-38.7%13.270%
2/6/2026Bare Financial Services Inc133,326$3.89M1.1%+24.5%3.887%
2/6/2026Cornerstone Management Inc.586,569$17.12M2.8%+7.7%17.101%
2/4/2026AIFG Consultants Ltd.7,610$222K0.4%N/A0.222%
2/4/2026World Investment Advisors53,530$1.56M0.0%+11.0%1.561%
1/30/2026Values First Advisors Inc.9,008$263K0.1%N/A0.263%
1/16/2026Blue Trust Inc.86,809$2.53M0.0%+7.3%2.524%
1/15/2026Silver Oak Securities Incorporated33,674$989K0.1%+3.7%0.979%
1/9/2026BOS Asset Management LLC48,355$1.41M0.4%+11.4%1.406%
1/8/2026Wealth Enhancement Advisory Services LLC115,671$3.46M0.0%N/A3.333%
12/16/2025Keel Point LLC60,393$1.83M0.1%-2.3%1.577%
11/17/2025Susquehanna International Group LLP14,926$452K0.0%+30.9%0.390%
11/17/2025Bank of America Corp DE820$25K0.0%N/A0.021%
11/14/2025Vident Advisory LLC416,936$12.63M0.1%+0.8%10.886%
11/13/2025CreativeOne Wealth LLC231,534$7.01M0.2%+0.7%6.045%
11/12/2025Aptus Capital Advisors LLC1,967$60K0.0%N/A0.051%
11/12/2025Arete Wealth Advisors LLC32,646$987K0.1%-7.8%0.852%
11/12/2025Bare Financial Services Inc107,124$3.24M1.0%+10,731.5%2.797%
11/10/2025EverSource Wealth Advisors LLC742,860$22.50M0.9%-12.8%19.396%
11/5/2025Envestnet Asset Management Inc.7,915$240K0.0%N/A0.207%
10/31/2025OneAscent Wealth Management LLC63,718$1.93M0.6%-7.9%1.664%
10/31/2025OneAscent Financial Services LLC53,532$1.62M0.1%-28.7%1.398%
10/31/2025OneAscent Family Office LLC6,704$203K0.2%-10.2%0.175%
10/24/2025Valmark Advisers Inc.18,984$575K0.0%+10.5%0.491%
10/22/2025OneAscent Financial Services LLC17,608$533K0.1%-76.5%0.455%
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10/21/2025BOS Asset Management LLC43,388$1.31M0.4%+2.7%1.121%
10/21/2025Silver Oak Securities Incorporated32,470$983K0.1%+43.2%0.839%
10/16/2025Blue Trust Inc.80,935$2.45M0.0%+11.3%2.091%
10/15/2025World Investment Advisors48,220$1.46M0.0%-6.1%1.243%
10/10/2025Cornerstone 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%
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%
8/4/2025World Investment Advisors51,374$1.55M0.0%+2.1%1.331%
7/31/2025Cornerstone Management Inc.538,613$16.25M2.8%+5.7%13.950%
7/24/2025Blue Trust Inc.72,736$2.19M0.0%+30.9%1.884%
7/21/2025AIFG Consultants Ltd.12,005$362K0.7%-14.6%0.311%
7/16/2025BOS Asset Management LLC42,252$1.27M0.4%+38.0%1.094%
7/11/2025Silver 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%
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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%


SOVF Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of Sovereigns Capital Flourish Fund. The most heavily invested institutionals were Cornerstone Management Inc. ($16.22M), EverSource Wealth Advisors LLC ($16.11M), Vident Advisory LLC ($8.76M), CreativeOne Wealth LLC ($7.01M), ICONIQ Capital LLC ($6.25M), Townsquare Capital LLC ($4.21M), and Bare Financial Services Inc ($3.89M).Learn more on Sovereigns Capital Flourish Fund's institutional investors.

Of the 30 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: Cornerstone Management Inc. ($513.03K), EverSource Wealth Advisors LLC ($353.97K), CreativeOne Wealth LLC ($181.98K), Blue Trust Inc. ($155.56K), Townsquare Capital LLC ($141.68K), Bare Financial Services Inc ($133.33K), and Wealth Enhancement Advisory Services LLC ($115.67K).

Institutional investors have bought a total of 650,636 shares in the last 24 months. This purchase volume represents approximately $18.71M in transactions.

Of the 9 institutional investors that sold Sovereigns Capital Flourish Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EverSource Wealth Advisors LLC ($396.73K), ICONIQ Capital LLC ($118.20K), Vident Advisory LLC ($116.77K), OneAscent Financial Services LLC ($79.00K), Arete Wealth Advisors LLC ($15.74K), OneAscent Wealth Management LLC ($5.47K), and World Investment Advisors ($3.15K).

Institutional investors have sold a total of 737,248 shares in the last 24 months. This volume of shares sold represents approximately $21.73M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SOVF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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