Who Owns SOVF?
Sovereign's Capital Flourish Fund — Institutional Ownership & 13F Holdings
$29.08
+0.00 (+0.00%)
Market Cap
$96.4M
Shares Outstanding
2,993,595
Institutional Holders
23
Total Inst. Value
$81.7M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
4
Closed Positions
3
Increased
9
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | $23.4M | 787,432 |
| 2 | Cornerstone Management, Inc. | $15.1M | 509,746 |
| 3 | Vident Advisory, LLC | $12.3M | 413,497 |
| 4 | ICONIQ Capital, LLC | $9.9M | 332,447 |
| 5 | CreativeOne Wealth, LLC | $6.5M | 218,129 |
| 6 | TOWNSQUARE CAPITAL LLC | $4.2M | 141,675 |
| 7 | Blue Trust, Inc. | $1.7M | 55,561 |
| 8 | World Investment Advisors | $1.5M | 50,341 |
| 9 | Keel Point, LLC | $1.5M | 49,008 |
| 10 | TRUIST FINANCIAL CORP | $1.0M | 33,662 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| EverSource Wealth Advisors, LLC | +47K | $23.4M |
| CreativeOne Wealth, LLC | +147K | $6.5M |
| TOWNSQUARE CAPITAL LLC | +24K | $4.2M |
| World Investment Advisors | +1K | $1.5M |
| TRUIST FINANCIAL CORP | +4K | $1.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Blue Trust, Inc. | -66K | $1.7M |
| Keel Point, LLC | -29K | $1.5M |
| Cornerstone Management, Inc. | -21K | $15.1M |
| Arete Wealth Advisors, LLC | -8K | $745K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -7K | $283K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold SOVF?
As of Q1 2025, 23 institutional investors report holding SOVF (Sovereign's Capital Flourish Fund) in their 13F filings.
Which hedge fund owns the most SOVF?
The largest institutional holder of SOVF is EverSource Wealth Advisors, LLC with $23.4M in shares.
Are institutions buying or selling SOVF?
This quarter, 4 institutions opened new positions in SOVF and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.