25 institutions currently hold SOVF, ranked below by position value.
| Key Holders | Total Value | Avg Weight |
|---|---|---|
| Cornerstone Management, Inc. | $16.2M | 2.58% |
| EverSource Wealth Advisors, LLC | $16.1M | 0.49% |
| Vident Advisory, LLC | $8.1M | 0.07% |
| ICONIQ Capital, LLC | $5.7M | 0.13% |
| CreativeOne Wealth, LLC | $4.6M | 0.11% |
| Bare Financial Services, Inc | $3.9M | 1.03% |
| OneAscent Financial Services LLC | $3.8M | 0.21% |
| Blue Trust, Inc. | $2.5M | 0.03% |
| OneAscent Wealth Management LLC | $1.7M | 0.57% |
| World Investment Advisors | $1.6M | 0.03% |
| BOS Asset Management, LLC | $1.4M | 0.36% |
| Atria Investments, Inc | $1.0M | 0.01% |
| BROWN ADVISORY INC | $612.8K | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | $607.1K | 0.00% |
| Arete Wealth Advisors, LLC | $587.3K | 0.04% |
| OpenArc Corporate Advisory, LLC | $490.6K | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | $352.5K | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $262.1K | 0.00% |
| JANE STREET GROUP, LLC | $215.7K | 0.00% |
| OneAscent Family Office, LLC | $215.0K | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | $201.4K | 0.00% |
| Operose Advisors LLC | $54.1K | 0.01% |
| Aptus Capital Advisors, LLC | $13.2K | 0.00% |
| Steward Partners Investment Advisory, LLC | $2.7K | 0.00% |
| GeoWealth Management, LLC | $27.0 | 0.00% |