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Sovereign's Capital Flourish (SOVF)

CUSIP: 210322202 | NYSE | 47 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cornerstone Management, Inc.618,375
2.7% of portfolio›$18.4M
EverSource Wealth Advisors, LLC378,713
0.4% of portfolio›$11.3M
Bare Financial Services, Inc158,503
1.1% of portfolio›$4.7M
Blue Trust, Inc.87,716
0.0% of portfolio›$2.6M
BOS Asset Management, LLC58,163
0.4% of portfolio›$1.7M
Atria Investments, Inc25,439
0.0% of portfolio›$756.6K
OpenArc Corporate Advisory, LLC18,300
0.0% of portfolio›$544.3K
Capital Investment Advisory Services, LLC43
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
Cornerstone Management, Inc.
618,375$18.4M2.7%ETFVery LowDuluth, GA2026-10-16
EverSource Wealth Advisors, LLC
378,713$11.3M0.4%CoreMediumBirmingham, AL2026-11-04
Bare Financial Services, Inc
158,503$4.7M1.1%ETFVery LowGap, PA2026-11-04
Blue Trust, Inc.
87,716$2.6M0.0%ETFLowBrentwood, TN2026-10-15
BOS Asset Management, LLC
58,163$1.7M0.4%ETFLowSpringfield, IL2026-10-09
Atria Investments, Inc
25,439$756.6K0.0%CoreMediumCharlotte, NC2026-10-15
OpenArc Corporate Advisory, LLC
18,300$544.3K0.0%GrowthLowAtlanta, GA2026-10-21
Capital Investment Advisory Services, LLC
43$1.3K0.0%CoreMediumRaleigh, NC2026-10-30