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Sovereign's Capital Flourish Fund

26 hedge funds and large institutions have $88M invested in Sovereign's Capital Flourish Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
12
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWA
1
EverSource Wealth Advisors
Alabama
$25.7M 851,892 +64,460 +8%
CM
2
Cornerstone Management
Georgia
$16.2M 538,613 +28,867 +6%
VA
3
Vident Advisory
Georgia
$12.5M 413,584 +87 +0%
IC
4
Iconiq Capital
California
$8.2M 332,447
CW
5
CreativeOne Wealth
Kansas
$6.93M 229,864 +11,735 +5%
OFS
6
OneAscent Financial Services
Alabama
$2.27M 75,071 +75,071 New
BTI
7
Blue Trust Inc
Georgia
$2.19M 72,736 +17,175 +31%
OWM
8
OneAscent Wealth Management
Alabama
$2.09M 69,183 +69,183 New
KP
9
Keel Point
Alabama
$1.86M 61,825 +12,817 +26%
AI
10
Atria Investments
North Carolina
$1.62M 53,709 +43,304 +416%
WIA
11
World Investment Advisors
California
$1.55M 51,374 +1,033 +2%
BAM
12
BOS Asset Management
Illinois
$1.27M 42,252 +11,635 +38%
AWA
13
Arete Wealth Advisors
Illinois
$1.07M 35,423 +10,368 +41%
SPIA
14
Steward Partners Investment Advisory
New York
$970K 32,173 -201 -0.6%
SOS
15
Silver Oak Securities
Tennessee
$684K 22,667 +20,402 +901%
AQR Capital Management
16
AQR Capital Management
Connecticut
$683K 22,646 +8,580 +61%
Brown Advisory
17
Brown Advisory
Maryland
$560K 18,575 +18,575 New
VA
18
Valmark Advisers
Ohio
$518K 17,179 -164 -0.9%
AC
19
AIFG Consultants
New York
$362K 12,005 -2,045 -15%
Citadel Advisors
20
Citadel Advisors
Florida
$270K 8,949 +8,949 New
MGIA
21
Moneta Group Investment Advisors
Missouri
$270K 8,940 +8,940 New
OFO
22
OneAscent Family Office
Alabama
$225K 7,462 +7,462 New
BFS
23
Bare Financial Services
Pennsylvania
$29.8K 989
Raymond James Financial
24
Raymond James Financial
Florida
$814 27 +27 New
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$90 3 +3 New