Who Owns Sovereign's Capital Flourish Fund (SOVF)?Hedge Fund & Institutional Holders

$27.44-0.15 (-0.54%)Financial ServicesNYSE_ARCA

Institutional Holders

as of QNaN NaN

Total Institutional Value

$69.7T

% of Float Held

—

QoQ Change in Holders

+23 / -0

Price History

SOVF — Biggest Institutional Buyers This Quarter

Fund	Shares Added	Value	% of Portfolio
EverSource Wealth Advisors, LLCNew	787K	$23.4T	1.28%
Cornerstone Management, Inc.New	510K	$15.1T	2.84%
ICONIQ Capital, LLCNew	332K	$9.9T	100.00%
CreativeOne Wealth, LLCNew	218K	$6.5T	0.19%
TOWNSQUARE CAPITAL LLCNew	142K	$4.2T	44.83%
Blue Trust, Inc.New	56K	$1.7T	21.15%
World Investment AdvisorsNew	50K	$1.5T	0.04%
Keel Point, LLCNew	49K	$1.5T	0.11%
TRUIST FINANCIAL CORPNew	34K	$1.0T	1.60%
ENVESTNET ASSET MANAGEMENT INCNew	34K	$1.0T	0.32%
Steward Partners Investment Advisory, LLCNew	32K	$961.9B	8.50%
BOS Asset Management, LLCNew	31K	$909.7B	0.31%
Valmark Advisers, Inc.New	17K	$515.3B	7.77%
AQR CAPITAL MANAGEMENT LLCNew	14K	$417.9B	0.43%
AIFG Consultants Ltd.New	14K	$417.4B	0.69%

Top Institutional Holders(QNaN NaN)

#	Fund	Shares	Value	% of Portfolio	QoQ Share Change
1	EverSource Wealth Advisors, LLC	787,432	$23.4T	1.28%	New
2	Cornerstone Management, Inc.	509,746	$15.1T	2.84%	New
3	ICONIQ Capital, LLC	332,447	$9.9T	100.00%	New
4	CreativeOne Wealth, LLC	218,129	$6.5T	0.19%	New
5	TOWNSQUARE CAPITAL LLC	141,675	$4.2T	44.83%	New
6	Blue Trust, Inc.	55,561	$1.7T	21.15%	New
7	World Investment Advisors	50,341	$1.5T	0.04%	New
8	Keel Point, LLC	49,008	$1.5T	0.11%	New
9	TRUIST FINANCIAL CORP	33,662	$1.0T	1.60%	New
10	ENVESTNET ASSET MANAGEMENT INC	33,662	$1.0T	0.32%	New
11	Steward Partners Investment Advisory, LLC	32,374	$961.9B	8.50%	New
12	BOS Asset Management, LLC	30,617	$909.7B	0.31%	New
13	Valmark Advisers, Inc.	17,343	$515.3B	7.77%	New
14	AQR CAPITAL MANAGEMENT LLC	14,066	$417.9B	0.43%	New
15	AIFG Consultants Ltd.	14,050	$417.4B	0.69%	New
16	Atria Investments, Inc	10,405	$309.1B	3.96%	New
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	9,520	$282.8B	0.05%	New
18	SILVER OAK SECURITIES, INCORPORATED	2,265	$67.1B	0.01%	New
19	Bare Financial Services, Inc	989	$29.4B	0.01%	New
20	Arax Advisory Partners	850	$25.3B	0.00%	New
21	Vident Advisory, LLC	413,497	$12.3B	0.18%	New
22	MORGAN STANLEY	61	$1.0B	0.00%	New
23	Arete Wealth Advisors, LLC	25,055	$745.0M	0.06%	New

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As of QNaN NaN, 23 institutional investors hold SOVF (Sovereign's Capital Flourish Fund). The largest holder is EverSource Wealth Advisors, LLC with $23.4T in shares. This quarter, 23 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own SOVF?

As of QNaN NaN, 23 institutional investors report holding SOVF (Sovereign's Capital Flourish Fund) in their 13F filings.

Who is the largest institutional holder of SOVF?

The largest institutional holder of SOVF is EverSource Wealth Advisors, LLC with $23.4T in shares.

Is institutional ownership of SOVF increasing or decreasing?

This quarter, 23 institutions opened new positions in SOVF and 0 closed their positions.