SOVF

Sovereign's Capital Flourish

Latest period2024 - Q3Total superinvestors17

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q2 and 2024-Q3. According to the most recent SEC 13F filing, 17 superinvestors own shares of Sovereign's Capital Flourish (SOVF), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Sovereign's Capital Flourish (SOVF), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Sovereign's Capital Flourish (SOVF) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Sovereign's Capital Flourish (SOVF) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Glenn Waddell@Eversource Wealth Advisors, Llc Recent Activity Increased 5.79%	1.31%	$20.658M 680,685 shares@ 30.35 avg price	Increased 5.79%
Amrita Nandakumar@Vident Advisory, Llc Recent Activity Increased 410.18%	0.32%	$12.549M 413,497 shares@ 30.35 avg price	Increased 410.18%
Lisa Ellen Smith@Cornerstone Management, Inc. Recent Activity Increased 2.35%	0.72%	$3.43M 113,034 shares@ 30.35 avg price	Increased 2.35%
Chang Shin@Creativeone Wealth, Llc Recent Activity Increased 36.48%	0.07%	$2.052M 67,625 shares@ 30.35 avg price	Increased 36.48%
Michael L. Bates@Keel Point, Llc Recent Activity Increased 8.59%	0.17%	$1.942M 63,983 shares@ 30.35 avg price	Increased 8.59%
Yinka Akinsola@Blue Trust, Inc. Recent Activity Increased 27.88%	0.02%	$972,650 33,961 shares@ 28.65 avg price	Increased 27.88%
Rob Guldner@Steward Partners Investment Advisory, Llc Recent Activity Increased 28005%	0.01%	$852,945 28,105 shares@ 30.35 avg price	Increased 28005%
Christian Bulla@Arete Wealth Advisors, Llc Recent Activity Increased 33.05%	0.06%	$630,000 20,841 shares@ 30.23 avg price	Increased 33.05%
Dan Mulvey@Atria Investments, Inc Recent Activity Increased 6.9%	0.01%	$353,499 11,648 shares@ 30.35 avg price	Increased 6.9%