SOVEREIGN'S CAPITAL FLOURISH (SOVF) Institutional Shareholders
SOVEREIGN'S CAPITAL FLOURISH (SOVF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $55.98M in SOVF holdings during the latest filing period.
Cornerstone Management, Inc. is currently the largest disclosed institutional shareholder of SOVF tracked by InsiderSet, reporting ownership valued at approximately $18.06M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.35M, representing an estimated gain of +1.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed SOVF value among the investors covered in this analysis. Major shareholders include Cornerstone Management, Inc., Vident Advisory, Llc, Iconiq Capital, Llc, and several other long-term asset managers with concentrated positions in SOVEREIGN'S CAPITAL FLOURISH (SOVF).
This page ranks the largest institutional SOVF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
23
Total Reported Value
$55.98M
Largest Holder
Cornerstone Management, Inc.
Largest Position
$18.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cornerstone Management, Inc. | 2.60% | 607,767 | $18,060,222 | $18,352,315 | +$292,093 | +1.62% | |
| Vident Advisory, Llc | 0.07% | 301,997 | $8,974,046 | $9,119,192 | +$145,146 | +1.62% | |
| Iconiq Capital, Llc | 0.18% | 214,249 | $6,367,480 | $6,469,527 | +$102,047 | +1.60% | |
| Oneascent Financial Services Llc | 0.24% | 165,617 | $4,921,417 | $5,001,021 | +$79,604 | +1.62% | |
| Bare Financial Services, Inc | 1.03% | 145,186 | $3,892,441 | $4,384,080 | +$491,639 | +12.63% | |
| Blue Trust, Inc. | 0.03% | 90,857 | $2,699,865 | $2,743,545 | +$43,680 | +1.62% | |
| Oneascent Wealth Management Llc | 0.66% | 74,059 | $2,200,722 | $2,236,308 | +$35,586 | +1.62% | |
| Bos Asset Management, Llc | 0.38% | 54,645 | $1,623,814 | $1,650,077 | +$26,263 | +1.62% | |
| World Investment Advisors | 0.03% | 60,281 | $1,616,134 | $1,820,263 | +$204,129 | +12.63% | |
| Keel Point, Llc | 0.07% | 38,646 | $1,148,386 | $1,166,966 | +$18,580 | +1.62% | |
| Atria Investments, Inc | 0.01% | 26,593 | $790,230 | $803,010 | +$12,780 | +1.62% | |
| Aqr Capital Management Llc | 0.00% | 22,646 | $672,932 | $683,825 | +$10,893 | +1.62% | |
| Arete Wealth Advisors, Llc | 0.04% | 21,924 | $650,706 | $662,024 | +$11,318 | +1.74% | |
| Openarc Corporate Advisory, Llc | 0.01% | 18,300 | $543,797 | $552,592 | +$8,795 | +1.62% | |
| Envestnet Asset Management Inc | 0.00% | 17,287 | $513,704 | $522,003 | +$8,299 | +1.62% | |
| Brown Advisory Inc | 0.00% | 13,805 | $410,225 | $416,860 | +$6,635 | +1.62% | |
| Jones Financial Companies Lllp | 0.00% | 10,933 | $322,064 | $330,136 | +$8,072 | +2.51% | |
| Oneascent Family Office, Llc | 0.14% | 9,637 | $286,370 | $291,002 | +$4,632 | +1.62% | |
| Moneta Group Investment Advisors Llc | 0.00% | 7,035 | $209,050 | $212,431 | +$3,381 | +1.62% | |
| Operose Advisors Llc | 0.01% | 2,016 | $59,907 | $60,876 | +$969 | +1.62% | |
| Aptus Capital Advisors, Llc | 0.00% | 493 | $14,650 | $14,887 | +$237 | +1.62% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 100 | $2,972 | $3,020 | +$48 | +1.60% | |
| Vanguard Advisers Inc | 0.00% | 22 | $654 | $664 | +$10 | +1.58% |
Frequently asked questions about SOVF
Who owns the most SOVF stock?
The largest holders of SOVF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SOVEREIGN'S CAPITAL FLOURISH (SOVF).
Is SOVF widely held by superinvestors?
Many widely followed stocks like SOVF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SOVF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.