Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SOVEREIGNS CAPIT
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
2,991,684
-
Shares change
-
+208,929
-
Total reported value, excl. options
-
$88,411,947
-
Value change
-
+$6,403,688
-
Number of buys
-
23
-
Number of sells
-
-8
-
Price
-
$30.16
Significant Holders of ELEVATION SERIES TRUST - SOVEREIGNS CAPIT (SOVF) as of Q2 2025
33 filings reported holding SOVF - ELEVATION SERIES TRUST - SOVEREIGNS CAPIT as of Q2 2025.
ELEVATION SERIES TRUST - SOVEREIGNS CAPIT (SOVF) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,991,684 shares
.
Largest 10 shareholders include EverSource Wealth Advisors, LLC (851,892 shares), Cornerstone Management, Inc. (538,613 shares), Vident Advisory, LLC (413,584 shares), ICONIQ Capital, LLC (332,447 shares), CreativeOne Wealth, LLC (229,864 shares), OneAscent Financial Services LLC (75,071 shares), Blue Trust, Inc. (72,736 shares), OneAscent Wealth Management LLC (69,183 shares), Keel Point, LLC (61,825 shares), and Atria Investments, Inc (53,709 shares).
This table shows the top 28 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.