§ EQUITY
USDSOVF
SOVEREIGN'S CAPITAL FLOURISH
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
14 increased/new, 5 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Cornerstone Management, Inc. | 605K | 2.6% | +3% |
| EverSource Wealth Advisors, LLC | 601K | n/a | +32% |
| Vident Advisory, LLC | 302K | 0.1% | +1% |
| ICONIQ Capital, LLC | 214K | 0.1% | ±0% |
| CreativeOne Wealth, LLC | 173K | 0.1% | n/a |
| Bare Financial Services, Inc | 145K | 1.0% | +9% |
◇ AC INTELLIGENCE
Top institutional owners for SOVF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER100.0% · 25 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SOVF in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SOVF yet.