Sovereigns Capital Flourish Fund (SOVF) Institutional Ownership $31.90 -0.70 (-2.15%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Sovereigns Capital Flourish Fund (NYSEARCA:SOVF)Number ofInstitutional Buyers(last 12 months)17TotalInstitutional Inflows(last 12 months)$35.66MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$1.24M Get SOVF Insider Trade Alerts Want to know when executives and insiders are buying or selling Sovereigns Capital Flourish Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SOVF Institutional Buying and Selling by Quarter Sovereigns Capital Flourish Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/14/2025 Keel Point LLC77,874$2.40M0.2%+21.7%5.811% 2/14/2025 BOS Asset Management LLC25,300$778K0.3%+3.3%1.888% 2/13/2025 CreativeOne Wealth LLC70,994$2.18M0.1%+5.0%5.298% 2/13/2025 Townsquare Capital LLC117,394$3.61M0.0%+472.0%8.761% 2/13/2025 Envestnet Asset Management Inc.29,900$919K0.0%N/A2.231% 2/12/2025 Arete Wealth Advisors LLC33,430$1.03M0.1%+60.4%2.495% 2/12/2025 World Investment Advisors49,070$1.51M0.0%+300.7%3.662% 2/10/2025 Bare Financial Services Inc989$30K0.0%N/A0.074% 2/10/2025 EverSource Wealth Advisors LLC740,355$22.77M1.5%+8.8%55.250% 2/6/2025 Steward Partners Investment Advisory LLC31,244$961K0.0%+11.2%2.332% Get the Latest News and Ratings for SOVF and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Sovereigns Capital Flourish Fund and its competitors with MarketBeat's FREE daily newsletter. 1/31/2025 Truist Financial Corp29,900$919K0.0%N/A2.231% 1/30/2025 Valmark Advisers Inc.14,504$446K0.0%N/A1.082% 1/30/2025 Blue Trust Inc.48,186$1.48M0.0%+41.9%3.596% 1/29/2025 Values First Advisors Inc.6,538$201K0.1%N/A0.488% 1/29/2025 AIFG Consultants Ltd.15,632$481K0.8%-7.6%1.167% 1/24/2025 Cornerstone Management Inc.530,834$16.32M3.2%+369.6%39.614% 1/22/2025 Blue Trust Inc.121,941$3.70M0.0%+259.1%9.100% 11/25/2024 World Investment Advisors LLC12,245$372K0.0%N/A0.914% 11/18/2024 Arete Wealth Advisors LLC20,841$630K0.1%+33.0%1.555% 11/14/2024 CreativeOne Wealth LLC67,625$2.05M0.1%+36.5%5.047% 11/13/2024 Townsquare Capital LLC20,524$623K0.0%N/A1.532% 11/8/2024 EverSource Wealth Advisors LLC680,685$20.66M1.3%+5.8%50.797% 11/1/2024 Atria Investments Inc11,648$353K0.0%+6.9%0.869% 10/21/2024 AIFG Consultants Ltd.16,911$513K0.4%-13.1%1.262% 10/18/2024 Blue Trust Inc.33,961$973K0.0%+27.9%2.534% 10/16/2024 BOS Asset Management LLC24,502$744K0.3%N/A1.829% 10/9/2024 Cornerstone Management Inc.113,034$3.43M0.7%+2.3%8.435% 8/14/2024 EverSource Wealth Advisors LLC643,470$19.94M1.2%+13.4%48.020% 8/1/2024 Valmark Advisers Inc.15,917$456K0.0%-71.1%1.188% 6/11/2024 EverSource Wealth Advisors LLC567,224$15.71M1.2%+24.3%42.330% 5/1/2024 Blue Trust Inc.26,557$790K0.0%N/A2.027% 2/9/2024 EverSource Wealth Advisors LLC456,290$12.95M1.2%N/A0.000% 1/30/2024 Keel Point LLC12,182$346K0.0%N/A0.000% (Data available from 1/1/2016 forward) SOVF Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SOVF shares? During the previous two years, 18 institutional investors and hedge funds held shares of Sovereigns Capital Flourish Fund. The most heavily invested institutionals were EverSource Wealth Advisors LLC ($22.77M), Cornerstone Management Inc. ($16.32M), Townsquare Capital LLC ($3.61M), Keel Point LLC ($2.40M), CreativeOne Wealth LLC ($2.18M), World Investment Advisors ($1.51M), and Blue Trust Inc. ($1.48M).Learn more on SOVF's institutional investors. Which institutional investors have been buying Sovereigns Capital Flourish Fund stock? Of the 17 institutional investors that purchased Sovereigns Capital Flourish Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: EverSource Wealth Advisors LLC ($740.36K), Cornerstone Management Inc. ($420.39K), Blue Trust Inc. ($136.17K), Townsquare Capital LLC ($117.39K), World Investment Advisors ($36.83K), Truist Financial Corp ($29.90K), and Envestnet Asset Management Inc. ($29.90K). How much institutional buying is happening at Sovereigns Capital Flourish Fund? Institutional investors have bought a total of 1,639,676 shares in the last 24 months. This purchase volume represents approximately $35.66M in transactions. Which Sovereigns Capital Flourish Fund major shareholders have been selling company stock? The following institutional investors have sold Sovereigns Capital Flourish Fund stock in the last 24 months: Valmark Advisers Inc. ($39.23K), and AIFG Consultants Ltd. ($3.82K). How much institutional selling is happening at Sovereigns Capital Flourish Fund? Institutional investors have sold a total of 43,046 shares in the last 24 months. This volume of shares sold represents approximately $1.24M in transactions. 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