Sovereign`s Capital Flourish Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CORNERSTONE MANAGEMENT, INC. | 02/06/2026 | 586.57 K | $17.12 M | 7.68% | 17.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 455.16 K | $13.28 M | -38.73% | 12.64% |
| VIDENT ADVISORY, LLC | 02/18/2026 | 300.17 K | $8.76 M | -28.01% | 8.34% |
| ICONIQ CAPITAL, LLC | 02/13/2026 | 214.25 K | $6.25 M | -35.55% | 5.95% |
| BARE FINANCIAL SERVICES, INC | 02/06/2026 | 133.33 K | $3.89 M | 24.46% | 3.80% |
| ONEASCENT FINANCIAL SERVICES LLC | 02/11/2026 | 127.45 K | $3.72 M | 138.08% | 3.63% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 115.67 K | $3.46 M | 100.00% | 3.35% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 86.81 K | $2.53 M | 7.26% | 2.52% |
| ONEASCENT WEALTH MANAGEMENT LLC | 02/11/2026 | 63.70 K | $1.86 M | -0.03% | 1.81% |
| KEEL POINT, LLC | 02/12/2026 | 60.49 K | $1.77 M | 0.16% | 1.72% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 53.53 K | $1.56 M | 11.01% | 1.55% |
| BOS ASSET MANAGEMENT, LLC | 01/09/2026 | 48.36 K | $1.41 M | 11.45% | 1.40% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 37.59 K | $1.10 M | -3.53% | 1.09% |
| SILVER OAK SECURITIES, INCORPORATED | 01/15/2026 | 33.67 K | $988.67 K | 3.71% | 0.98% |
| BROWN ADVISORY INC | 02/13/2026 | 24.10 K | $703.27 K | 29.75% | 0.67% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 22.65 K | $660.80 K | 0.00% | 0.63% |
| ARETE WEALTH ADVISORS, LLC | 02/13/2026 | 19.68 K | $574.00 K | -39.72% | 0.55% |
| 02/13/2026 | 18.30 K | $533.99 K | 100.00% | 0.51% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 15.49 K | $451.88 K | 3.75% | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 9.46 K | $275.99 K | 19.49% | 0.26% |
| VALUES FIRST ADVISORS, INC. | 01/30/2026 | 9.01 K | $262.83 K | 100.00% | 0.26% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 02/12/2026 | 8.94 K | $260.87 K | 0.00% | 0.25% |
| ONEASCENT FAMILY OFFICE, LLC | 02/11/2026 | 8.43 K | $245.87 K | 25.69% | 0.24% |
| AIFG CONSULTANTS LTD. | 02/04/2026 | 7.61 K | $222.06 K | 100.00% | 0.22% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 4.17 K | $121.71 K | 100.00% | 0.12% |
| OPEROSE ADVISORS LLC | 02/10/2026 | 2.02 K | $58.83 K | 30.57% | 0.06% |
| APTUS CAPITAL ADVISORS, LLC | 02/13/2026 | 2.01 K | $58.77 K | 2.39% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 820 | $23.93 K | 0.00% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 100 | $2.92 K | 0.00% | 0.00% |
| GEOWEALTH MANAGEMENT, LLC | 02/17/2026 | 1 | $29 | 0.00% | 0.00% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
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Sovereign`s Capital Flourish Fund institutional Ownership - FAQ's
During the previous two years, 34 institutional investors and hedge funds held shares of Sovereign`s Capital Flourish Fund. The most heavily invested institutionals were:
Cornerstone Management, Inc.: 604,973
OneAscent Financial Services LLC: 142,462
Ronald Blue Trust, Inc.: 94,136
OneAscent Wealth Management LLC: 63,895
Pensionmark Financial Group, LLC: 60,281
BOS Asset Management, LLC: 52,729
71.60% of Sovereign`s Capital Flourish Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.39 M shares in the last 24 months. This purchase volume represents approximately $66.96 M in transactions.