Arkolith/Funds/Sovran Advisors, LLC

Sovran Advisors, LLC

CIK 2051471
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Sovran Advisors, LLC holds a diversified book of 615 reported positions worth $1.3B as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Ionis Pharmaceuticals Inc and trimmed Apple Inc. Their largest long position is Ishares Core S&P 500 ETF at 4% of the reported non-option book. Cloning the disclosed picks since 2025 would be +22% (+13.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
63
bought for the first time
+60 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.0%
+13.1%/yr · since Jan '25
Their reported book
+22.3%
held from quarter-end
S&P 500
+29.1%
same window
$8K$9K$11K$12K$13KJan '25May '25Sep '25Jan '26May '26Sep '26
Sovran Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Sovran Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
20%
Top 20 holdings
30%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

32% mapped to company sectors

ETFs / funds
65%
Information Technology
14%
Financials
6%
No sector on file yet
3%
Consumer Discretionary
3%
Health Care
2%
Industrials
2%
Communication Services
1%

+5 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Sovran Advisors, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd17 / 80$1.0B
Prospect Hill Management, LLC8 / 80$236.8M
9823 Capital, L.P.9 / 80$130.1M
Trans-Canada Capital Inc.8 / 80$1.6B
Draper Asset Management, LLC9 / 80$172.3M
Ebert Capital Management Inc.14 / 80$89.7M

Ranked by the share of each fund's own book sitting in the names it shares with Sovran Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

615 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$50.3M67.6K
3.7%
+29%
Added · +15K sh
2Apple Inc
COM
$37.0M108.8K
2.8%
−5.3%
Reduced · −6K sh
3Microsoft Corp
COM
$25.4M64.6K
1.9%
+9.3%
Added · +5K sh
4Nvidia Corporation
COM
$25.1M127.6K
1.9%
+6.5%
Added · +8K sh
5State STR SPDR S&P 500 ETF T
TR UNIT
$24.0M32.4K
1.8%
+6.3%
Added · +2K sh
6Innovator Etfs Trust
US EQTY ULTRA B
$23.2M559.2K
1.7%
−0.1%
Reduced · −511 sh
7Ishares TR
S&P 500 VAL ETF
$20.9M89.2K
1.6%
−5.2%
Reduced · −5K sh
8Ishares TR
CORE UNIVRSL USD
$19.8M435.0K
1.5%
+32%
Added · +106K sh
9BlackRock ETF Trust
ISHARES US EQUIT
$19.8M301.5K
1.5%
+0.6%
Added · +2K sh
10Ishares TR
S&P 500 GRWT ETF
$18.2M138.4K
1.4%
+4.6%
Added · +6K sh
11Capital Grp Fixed Incm ETF T
CORE PLUS INCM
$15.4M694.7K
1.1%
+10%
Added · +66K sh
12Amazon Com Inc
COM
$15.4M66.5K
1.1%
+4.6%
Added · +3K sh
13Janus Detroit STR TR
HENDRSN SHRT ETF
$14.9M305.2K
1.1%
+13%
Added · +34K sh
14Capital Group Dividend Value
SHS CREAT UNIT
$14.8M306.0K
1.1%
−9.8%
Reduced · −33K sh
15Meta Platforms Inc
CL A
$13.3M22.5K
1.0%
+7.2%
Added · +2K sh
16Broadcom Inc
COM
$13.2M34.6K
1.0%
+2.5%
Added · +854 sh
17Invesco QQQ TR
UNIT SER 1
$12.6M19.1K
0.9%
+1.4%
Added · +274 sh
18Ishares TR
MSCI USA QLT FCT
$12.5M57.8K
0.9%
−22%
Reduced · −16K sh
19Alphabet Inc
CAP STK CL C
$12.3M37.0K
0.9%
+7.5%
Added · +3K sh
20Capital Grp Fixed Incm ETF T
CORE BOND ETF
$11.2M430.4K
0.8%
+8.4%
Added · +34K sh
21Capital Group Growth ETF
SHS CREAT UNIT
$10.9M244.7K
0.8%
−5.8%
Reduced · −15K sh
22Ishares TR
20 YR TR BD ETF
$10.7M127.1K
0.8%
+4.5%
Added · +6K sh
23Vanguard Index FDS
S&P 500 ETF SHS
$10.3M15.4K
0.8%
+6.3%
Added · +910 sh
24Alphabet Inc
CAP STK CL A
$10.2M30.5K
0.8%
+4.9%
Added · +1K sh
25SPDR Gold TR
GOLD SHS
$9.6M26.1K
0.7%
+8.8%
Added · +2K sh
26Janus Detroit STR TR
HENDRSON AAA CL
$9.4M185.5K
0.7%
+26%
Added · +39K sh
27Ishares TR
TRS FLT RT BD
$9.1M179.6K
0.7%
+8.1%
Added · +14K sh
28Ishares TR
RUS 1000 GRW ETF
$8.7M74.8K
0.6%
+0.5%
Added · +342 sh
29Vanguard Intl Equity Index F
TT WRLD ST ETF
$8.1M52.4K
0.6%
+2.0%
Added · +1K sh
30J P Morgan Exchange Traded F
ULTRA SHRT ETF
$8.0M158.4K
0.6%
+2.7%
Added · +4K sh
31Ishares TR
CORE US AGGBD ET
$8.0M81.4K
0.6%
+3.8%
Added · +3K sh
32Pimco ETF TR
15+ YR US TIPS
$7.9M163.3K
0.6%
+1.7%
Added · +3K sh
33Ishares Inc
CORE MSCI EMKT
$7.9M107.1K
0.6%
−20%
Reduced · −26K sh
34Ishares TR
EAFE VALUE ETF
$7.8M97.7K
0.6%
−33%
Reduced · −48K sh
35Ishares TR
U.S. UTILITS ETF
$7.6M65.7K
0.6%
+233%
Added · +46K sh
36Vanguard Specialized Funds
DIV APP ETF
$7.6M31.7K
0.6%
−1.1%
Reduced · −368 sh
37Palantir Technologies Inc
CL A
$7.5M61.0K
0.6%
+34%
Added · +16K sh
38Capital Group Core Equity Et
SHS CREAT UNIT
$7.5M169.8K
0.6%
+0.6%
Added · +1K sh
39Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$7.3M105.4K
0.5%
−0.8%
Reduced · −853 sh
40Qualcomm Inc
COM
$7.3M44.8K
0.5%
−2.0%
Reduced · −896 sh
41Ishares TR
US TREAS BD ETF
$7.0M311.9K
0.5%
+12%
Added · +33K sh
42Innovator Etfs Trust
DEFINED WLT SHLD
$7.0M203.6K
0.5%
−27%
Reduced · −75K sh
43Ishares TR
MBS ETF
$7.0M74.6K
0.5%
+14%
Added · +9K sh
44Putnam ETF Trust
FOCUSED LAR CAP
$6.9M130.3K
0.5%
−2.1%
Reduced · −3K sh
45Ishares TR
EAFE GRWTH ETF
$6.9M57.9K
0.5%
+11%
Added · +6K sh
46BlackRock ETF Trust
ISHA US THEM ETF
$6.8M162.1K
0.5%
−17%
Reduced · −32K sh
47Fidelity Covington Trust
BLUE CHIP GRWTH
$6.6M113.1K
0.5%
+4.0%
Added · +4K sh
48BlackRock ETF Trust
ISHA I IN TE ETF
$6.4M161.6K
0.5%
−5.9%
Reduced · −10K sh
49Micron Technology Inc
COM
$6.4M7.8K
0.5%
+118%
Added · +4K sh
50Schwab Strategic TR
FUNDAMENTAL INTL
$6.4M120.8K
0.5%
+10%
Added · +11K sh
Showing 50 of 615 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.3B · Q2 2026Q4 2024 · $701.6MQ2 2026 · $1.3B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d701$1.3B13F-HR
Q1 2026Mar 31, 2026May 1, 202631d649$1.3B13F-HR
Q4 2025Dec 31, 2025Jan 20, 202620d619$1.2B13F-HR
Q3 2025Sep 30, 2025Oct 31, 202531d582$1.1B13F-HR
Q2 2025Jun 30, 2025Jul 10, 202510d520$954.4M13F-HR
Q1 2025Mar 31, 2025Apr 25, 202525d455$770.4M13F-HR
Q4 2024Dec 31, 2024Jan 29, 202529d408$701.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.