Who owns SOVF?
Sovereign's Capital Flourish Fund
25 institutions reported holding SOVF, worth $68.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SOVF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cornerstone Management, Inc. | Duluth, GA | $18.1M | 607,767 | +2,794 shares |
| EverSource Wealth Advisors, LLC | Birmingham, AL | $12.2M | 409,027 | −191,687 shares |
| Vident Advisory, LLC | Alpharetta, GA | $9.0M | 301,997 | +1 shares |
| ICONIQ Capital, LLC | San Francisco, CA | $6.4M | 214,249 | No change |
| OneAscent Financial Services LLC | Birmingham, AL | $4.9M | 165,617 | +23,155 shares |
| Bare Financial Services, Inc | Gap, PA | $4.5M | 150,990 | +5,804 shares |
| Blue Trust, Inc. | Brentwood, TN | $2.7M | 90,857 | −3,279 shares |
| OneAscent Wealth Management LLC | Birmingham, AL | $2.2M | 74,059 | +10,164 shares |
| BOS Asset Management, LLC | Springfield, IL | $1.6M | 54,645 | +1,916 shares |
| World Investment Advisors | Lincroft, NJ | $1.6M | 60,281 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: SOVF vs WLDR, SOVF vs NDOW, SOVF vs SMOM, SOVF vs FNGS.
Frequently asked questions
Who owns SOVF?
25 institutional managers reported holding SOVF in Form 13F filings for June 30, 2026, worth $68.7M in total. The largest reported position was held by Cornerstone Management, Inc., at $18.1M.
Did institutions buy or sell SOVF last quarter?
Reported 13F value fell 2.4% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SOVF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.