End-of-day close from stored market data, not a live quote.
Sign in to see your position size
We’ll show you if SOVF is in your portfolio and how much it contributes.
Sign inLoading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
3 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
25 filers reported a long position in SOVF for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Cornerstone Management, Inc. | $18.1M | 607.8K | +0.5% |
| EverSource Wealth Advisors, LLC | $12.2M | 409K | -31.9% |
| Vident Advisory, LLC | $9M | 302K | 0% |
| ICONIQ Capital, LLC | $6.4M | 214.2K | Unchanged |
| OneAscent Financial Services LLC | $4.9M | 165.6K | +16.3% |
| Bare Financial Services, Inc | $4.5M | 151K | +4% |
| Blue Trust, Inc. | $2.7M | 90.9K | -3.5% |
| OneAscent Wealth Management LLC | $2.2M | 74.1K | +15.9% |
| BOS Asset Management, LLC | $1.6M | 54.6K | +3.6% |
| World Investment Advisors | $1.6M | 60.3K | Unchanged |
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.