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. | 07/16/2026 | 607.77 K | $18.06 M | 0.46% | 19.89% |
| EVERSOURCE WEALTH ADVISORS, LLC | 07/24/2026 | 409.03 K | $12.15 M | -31.91% | 13.39% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 302.00 K | $8.97 M | 0.00% | 9.89% |
| ICONIQ CAPITAL, LLC | 08/13/2026 | 214.25 K | $6.37 M | 0.00% | 7.01% |
| ONEASCENT FINANCIAL SERVICES LLC | 08/11/2026 | 165.62 K | $4.92 M | 16.25% | 5.42% |
| BARE FINANCIAL SERVICES, INC | 07/27/2026 | 150.99 K | $4.49 M | 4.00% | 4.94% |
| RONALD BLUE TRUST, INC. | 07/21/2026 | 90.86 K | $2.70 M | -3.48% | 2.97% |
| ONEASCENT WEALTH MANAGEMENT LLC | 08/11/2026 | 74.06 K | $2.20 M | 15.91% | 2.42% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 60.28 K | $1.62 M | 0.00% | 1.97% |
| BOS ASSET MANAGEMENT, LLC | 07/13/2026 | 54.65 K | $1.62 M | 3.63% | 1.79% |
| KEEL POINT, LLC | 08/14/2026 | 38.65 K | $1.15 M | -39.24% | 1.27% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 26.59 K | $790.23 K | -29.80% | 0.87% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 22.65 K | $672.93 K | 0.00% | 0.74% |
| ARETE WEALTH ADVISORS, LLC | 08/13/2026 | 21.92 K | $650.71 K | 0.16% | 0.72% |
| OPENARC CORPORATE ADVISORY, LLC | 08/05/2026 | 18.30 K | $543.80 K | 0.00% | 0.60% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 17.29 K | $513.70 K | 31.50% | 0.57% |
| BROWN ADVISORY INC | 08/14/2026 | 13.81 K | $410.23 K | -39.61% | 0.45% |
| VALUES FIRST ADVISORS, INC. | 07/29/2026 | 12.44 K | $64.72 K | 100.00% | 0.41% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 10.93 K | $322.06 K | 43.97% | 0.36% |
| ONEASCENT FAMILY OFFICE, LLC | 08/11/2026 | 9.64 K | $286.37 K | 20.18% | 0.32% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 08/14/2026 | 7.04 K | $209.05 K | 100.00% | 0.23% |
| OPEROSE ADVISORS LLC | 08/13/2026 | 2.02 K | $59.91 K | 0.00% | 0.07% |
| APTUS CAPITAL ADVISORS, LLC | 08/12/2026 | 493 | $14.65 K | 0.00% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 100 | $2.97 K | 0.00% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 40 | $1.20 K | 100.00% | 0.00% |
| VANGUARD ADVISERS INC | 08/13/2026 | 22 | $654 | 100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| GEOWEALTH MANAGEMENT, LLC | 07/30/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
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Sovereign`s Capital Flourish Fund institutional Ownership - FAQ's
During the previous two years, 32 institutional investors and hedge funds held shares of Sovereign`s Capital Flourish Fund. The most heavily invested institutionals were:
Cornerstone Management, Inc.: 607,767
EverSource Wealth Advisors, LLC: 409,027
Vident Advisory, LLC: 301,997
ICONIQ Capital, LLC: 214,249
OneAscent Financial Services LLC: 165,617
Bare Financial Services, Inc: 150,990
76.32% of Sovereign`s Capital Flourish Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.34 M shares in the last 24 months. This purchase volume represents approximately $65.63 M in transactions.