Sovereign's Capital Flourish
$31.17+0.5%
-$3.5M
Net Activity
-11.69% total shares
Institutions Holding
25
Popularity Rank
#7902
Avg Weight
0.24%
Total Value
$68.7M
25 institutions currently hold SOVF, with 15 net buyers and 9 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
9
Net Buying Institutions
15
Top 5 by Value
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Across its top 20 institutional holders, SOVF's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 25/100).
SOVF ranks #7902 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
SOVF is a disclosed holding of ICONIQ Capital (ICONIQ Capital), one of the tracked superinvestors on AlphaSMO — it makes up 0.2% of that fund's own 13F portfolio.
25 institutions disclose a position in SOVF, but none treat it as a major bet — even Cornerstone Management, Inc., its most concentrated holder, allocates just 2.6% of its own portfolio to it.
Cornerstone Management, Inc. has added to its SOVF position for two straight quarters, increasing it by $2.2M to reach $18.4M today.
Atria Investments, Inc has trimmed its SOVF position for two straight quarters, cutting it by $258.9K while still holding $756.6K.
SOVF is up 0.5% today, but institutions show net selling of $3.5M this quarter — a divergence between today's price move and the underlying institutional flow.
+$1.9M
Total Buy Value
$12.2M
Total Sell Value
15
Net Buyers
9
Net Sellers
SOVF
Q2 2026
Top 5 Institutional Movers
-$4.6M
-$4.0M
+$1.8M
+$1.1M
+$1.1M
SOVF does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
210322202
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,134
Total reported value
$712.8B
Held by 4134 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$390.3B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,086
Total reported value
$377.7B
Held by 4086 institutions — one of the most-tracked stocks on AlphaSMO
Access SOVF's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SOVFCLI
npx alphasmo stocks get SOVF