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. | 04/16/2026 | 604.97 K | $16.22 M | 3.14% | 19.58% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 600.71 K | $16.11 M | 31.98% | 19.44% |
| VIDENT ADVISORY, LLC | 05/15/2026 | 302.00 K | $8.10 M | 0.61% | 9.77% |
| ICONIQ CAPITAL, LLC | 05/15/2026 | 214.25 K | $5.74 M | 0.00% | 6.93% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 172.56 K | $4.63 M | 100.00% | 5.58% |
| BARE FINANCIAL SERVICES, INC | 05/14/2026 | 145.19 K | $3.89 M | 8.90% | 4.70% |
| ONEASCENT FINANCIAL SERVICES LLC | 04/21/2026 | 142.46 K | $3.82 M | 11.78% | 4.61% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 94.14 K | $2.52 M | 8.44% | 3.05% |
| ONEASCENT WEALTH MANAGEMENT LLC | 04/21/2026 | 63.90 K | $1.71 M | 0.30% | 2.07% |
| KEEL POINT, LLC | 06/01/2026 | 63.61 K | $1.71 M | 5.16% | 2.06% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 60.28 K | $1.62 M | 12.61% | 1.95% |
| BOS ASSET MANAGEMENT, LLC | 04/08/2026 | 52.73 K | $1.41 M | 9.05% | 1.71% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 37.88 K | $1.02 M | 0.78% | 1.23% |
| BROWN ADVISORY INC | 05/15/2026 | 22.86 K | $612.82 K | -5.16% | 0.74% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 22.65 K | $607.13 K | 0.00% | 0.73% |
| ARETE WEALTH ADVISORS, LLC | 05/20/2026 | 21.89 K | $587.26 K | 11.23% | 0.71% |
| 05/11/2026 | 18.30 K | $490.62 K | 0.00% | 0.59% | |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 13.15 K | $352.45 K | 38.99% | 0.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 9.78 K | $262.15 K | -36.86% | 0.32% |
| JANE STREET GROUP, LLC | 05/12/2026 | 8.04 K | $215.66 K | 100.00% | 0.26% |
| ONEASCENT FAMILY OFFICE, LLC | 04/21/2026 | 8.02 K | $214.99 K | -4.83% | 0.26% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 7.59 K | $201.39 K | 82.07% | 0.25% |
| OPEROSE ADVISORS LLC | 05/12/2026 | 2.02 K | $54.05 K | 0.00% | 0.07% |
| APTUS CAPITAL ADVISORS, LLC | 05/11/2026 | 493 | $13.22 K | -75.52% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 100 | $2.68 K | 0.00% | 0.00% |
| GEOWEALTH MANAGEMENT, LLC | 05/13/2026 | 1 | $27 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| SILVER OAK SECURITIES, INCORPORATED | 04/20/2026 | 0 | $0 | -100.00% | 0.00% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 0 | $0 | -100.00% | 0.00% |
| VALUES FIRST ADVISORS, INC. | 04/17/2026 | 0 | $0 | -100.00% | 0.00% |
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Sovereign`s Capital Flourish Fund institutional Ownership - FAQ's
During the previous two years, 23 institutional investors and hedge funds held shares of Sovereign`s Capital Flourish Fund. The most heavily invested institutionals were:
GeoWealth Management, LLC: 0
Vident Advisory, LLC: 301,996
ICONIQ Capital, LLC: 214,249
CreativeOne Wealth, LLC: 172,561
OneAscent Financial Services LLC: 142,462
OneAscent Wealth Management LLC: 63,895
87.05% of Sovereign`s Capital Flourish Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.13 M shares in the last 24 months. This purchase volume represents approximately $31.71 M in transactions.