SOVF Institutional Ownership
Sovereign's Capital Flourish Fund
1W: -0.2%
1M: -5.5%
3M: -1.2%
YTD: +3.4%
1Y: -0.3%
$30.13
+0.12 (+0.40%)
Weekly Expected Move ±1.8%
$29
$30
$30
$31
$31
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SOVF
30
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
69M
Total Invested
4
New Positions
10
Increased
9
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (33 total)
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Values First Advisors, Inc. | 12,442 | 375K |
| MONETA GROUP INVESTMENT ADVISORS LL | 7,035 | 212K |
| Integrated Wealth Concepts LLC | 40 | 1K |
| VANGUARD ADVISERS INC | 22 | 1K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CreativeOne Wealth, LLC | 172,561 | 5M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 115,671 | 3M |
| SILVER OAK SECURITIES, INCORPORATED | 33,674 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,778 | 295K |
| JANE STREET GROUP, LLC | 8,044 | 242K |
| BANK OF AMERICA CORP /DE | 820 | 25K |
| GeoWealth Management, LLC | 1 | 0K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OneAscent Financial Services LLC | +23,155 | +16.3% | 165,617 |
| OneAscent Wealth Management LLC | +10,164 | +15.9% | 74,059 |
| Bare Financial Services, Inc | +5,804 | +4.0% | 150,990 |
| ENVESTNET ASSET MANAGEMENT INC | +4,141 | +31.5% | 17,287 |
| JONES FINANCIAL COMPANIES LLLP | +3,339 | +44.0% | 10,933 |
| Cornerstone Management, Inc. | +2,794 | +0.5% | 607,767 |
| BOS Asset Management, LLC | +1,916 | +3.6% | 54,645 |
| OneAscent Family Office, LLC | +1,618 | +20.2% | 9,637 |
| Arete Wealth Advisors, LLC | +36 | +0.2% | 21,924 |
| Vident Advisory, LLC | +1 | +0.0% | 301,997 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EverSource Wealth Advisors, LLC | -191,687 | -31.9% | 409,027 |
| Keel Point, LLC | -24,963 | -39.2% | 38,646 |
| Atria Investments, Inc | -11,287 | -29.8% | 26,593 |
| BROWN ADVISORY INC | -9,053 | -39.6% | 13,805 |
| Blue Trust, Inc. | -3,279 | -3.5% | 90,857 |