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Sovereign's Capital Flourish Fund
SOVF

Overview Fund Activity

27 hedge funds and large institutions have $88.4M invested in Sovereign's Capital Flourish Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
13
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
OneAscent Financial Services
Alabama
$2.27M
2
OWM
OneAscent Wealth Management
Alabama
$2.09M
3
EWA
EverSource Wealth Advisors
Alabama
$25.7M
4
AI
Atria Investments
North Carolina
$1.62M
5
CM
Cornerstone Management
Georgia
$16.2M

Top Sellers

1
TC
TownSquare Capital
Utah
$0
2
Truist Financial
Truist Financial
North Carolina
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
4
AC
AIFG Consultants
New York
$362K
5
AAP
Arax Advisory Partners
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1
EverSource Wealth Advisors
Alabama
$25.7M +$1.94M +64,460 +8%
CM
2
Cornerstone Management
Georgia
$16.2M +$871K +28,867 +6%
VA
3
Vident Advisory
Georgia
$12.5M +$2.62K +87 +0%
IC
4
Iconiq Capital
California
$8.2M – – –
CW
5
CreativeOne Wealth
Kansas
$6.93M +$354K +11,735 +5%
OFS
6
OneAscent Financial Services
Alabama
$2.27M +$2.27M +75,071 New
BTI
7
Blue Trust Inc
Georgia
$2.19M +$518K +17,175 +31%
OWM
8
OneAscent Wealth Management
Alabama
$2.09M +$2.09M +69,183 New
KP
9
Keel Point
Alabama
$1.86M +$387K +12,817 +26%
AI
10
Atria Investments
North Carolina
$1.62M +$1.31M +43,304 +416%
WIA
11
World Investment Advisors
California
$1.55M +$31.2K +1,033 +2%
BAM
12
BOS Asset Management
Illinois
$1.27M +$351K +11,635 +38%
AWA
13
Arete Wealth Advisors
Illinois
$1.07M +$313K +10,368 +41%
SPIA
14
Steward Partners Investment Advisory
New York
$970K -$6.06K -201 -0.6%
SOS
15
Silver Oak Securities
Tennessee
$684K +$615K +20,402 +901%
AQR Capital Management
16
AQR Capital Management
Connecticut
$683K +$259K +8,580 +61%
Brown Advisory
17
Brown Advisory
Maryland
$560K +$560K +18,575 New
VA
18
Valmark Advisers
Ohio
$518K -$4.95K -164 -0.9%
AC
19
AIFG Consultants
New York
$362K -$61.7K -2,045 -15%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$344K +$56.7K +1,881 +20%
Citadel Advisors
21
Citadel Advisors
Florida
$270K +$270K +8,949 New
MGIA
22
Moneta Group Investment Advisors
Missouri
$270K +$270K +8,940 New
OFO
23
OneAscent Family Office
Alabama
$225K +$225K +7,462 New
BFS
24
Bare Financial Services
Pennsylvania
$29.8K – – –
Raymond James Financial
25
Raymond James Financial
Florida
$814 +$814 +27 New
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