Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SOVEREIGNS CAPIT
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
656,863
-
Shares change
-
+656,863
-
Total reported value, excl. options
-
$18,641,796
-
Value change
-
+$18,641,796
-
Number of buys
-
5
-
Price
-
$28.38
Significant Holders of ELEVATION SERIES TRUST - SOVEREIGNS CAPIT (SOVF) as of Q4 2023
5 filings reported holding SOVF - ELEVATION SERIES TRUST - SOVEREIGNS CAPIT as of Q4 2023.
ELEVATION SERIES TRUST - SOVEREIGNS CAPIT (SOVF) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 656,863 shares
.
Largest 5 shareholders include EverSource Wealth Advisors, LLC (456,290 shares), Cornerstone Management, Inc. (107,241 shares), Vident Advisory, LLC (81,050 shares), Keel Point, LLC (12,182 shares), and Steward Partners Investment Advisory, LLC (100 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.