SOVEREIGN'S CAPITAL FLOURISH (SOVF) Institutional Ownership Changes & 13F Activity
SOVEREIGN'S CAPITAL FLOURISH (SOVF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Eversource Wealth Advisors, Llc, Creativeone Wealth, Llc, Bare Financial Services, Inc, Keel Point, Llc, and Oneascent Financial Services Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +4,141 | +31.5% | 17,287 | $513.70K | Q2 2026 | Sep 23, 2026 |
| Keel Point, Llc | Buy | +38,646 | — | 38,646 | $1.15M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Sell | -9,053 | -39.6% | 13,805 | $410.23K | Q2 2026 | Aug 14, 2026 |
| Moneta Group Investment Advisors Llc | Buy | +7,035 | — | 7,035 | $209.05K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +3,339 | +44.0% | 10,933 | $322.06K | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, Llc | Buy | +21,924 | — | 21,924 | $650.71K | Q2 2026 | Aug 13, 2026 |
| Vanguard Advisers Inc | Buy | +22 | — | 22 | $654.00 | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, Llc | Buy | +1 | +0.0% | 301,997 | $8.97M | Q2 2026 | Aug 12, 2026 |
| Oneascent Financial Services Llc | Buy | +23,155 | +16.3% | 165,617 | $4.92M | Q2 2026 | Aug 11, 2026 |
| Oneascent Wealth Management Llc | Buy | +10,164 | +15.9% | 74,059 | $2.20M | Q2 2026 | Aug 11, 2026 |
| Oneascent Family Office, Llc | Buy | +1,618 | +20.2% | 9,637 | $286.37K | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | Sell | -11,287 | -29.8% | 26,593 | $790.23K | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | Sell | -3,279 | -3.5% | 90,857 | $2.70M | Q2 2026 | Jul 21, 2026 |
| Cornerstone Management, Inc. | Buy | +2,794 | +0.5% | 607,767 | $18.06M | Q2 2026 | Jul 16, 2026 |
| Bos Asset Management, Llc | Buy | +1,916 | +3.6% | 54,645 | $1.62M | Q2 2026 | Jul 13, 2026 |
| Creativeone Wealth, Llc | Sell | -172,561 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -9,778 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -224,690 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Bare Financial Services, Inc | Sell | -145,186 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Geowealth Management, Llc | Sell | -1 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -8,044 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about SOVF activity
Which institutional owners are buying SOVF?
Institutional owners buying SOVF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SOVF activity?
"Buy" means an investor increased their reported position in SOVF compared to the prior reporting period. This reflects growing exposure to SOVEREIGN'S CAPITAL FLOURISH (SOVF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SOVF increasing?
Institutional interest in SOVF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.