This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SOVF/capital-change-brief"
Use Arkolith's capital_change_brief for SOVF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cornerstone Management, Inc. | $18.1M | 608K | ▲+0.5% Added · +3K sh | Q2 2026 | |
| 2 | EverSource Wealth Advisors, LLC | $16.1M | 601K | ▲+32% Added · +146K sh | Q1 2026 | |
| 3 | Vident Advisory, LLC | $8.1M | 302K | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 4 | ICONIQ Capital, LLC | $5.7M | 214K | —Held | Q1 2026 | |
| 5 | CreativeOne Wealth, LLC | $4.6M | 173K | ▲34× Added · +167K sh | Q1 2026 | |
| 6 | OneAscent Financial Services LLC | $3.8M | 142K | ▲+12% Added · +15K sh | Q1 2026 | |
| 7 | Blue Trust, Inc. | $2.5M | 94K | ▲+8.4% Added · +7K sh | Q1 2026 | |
| 8 | Keel Point, LLC | $1.7M | 64K | ▲+5.2% Added · +3K sh | Q1 2026 | |
| 9 | BOS Asset Management, LLC | $1.6M | 55K | ▲+3.6% Added · +2K sh | Q2 2026 | |
| 10 | Atria Investments, Inc | $1.0M | 38K | ▲+0.8% Added · +295 sh | Q1 2026 | |
| 11 | BROWN ADVISORY INC | $613K | 23K | ▼−5.2% Reduced · −1K sh | Q1 2026 | |
| 12 | AQR CAPITAL MANAGEMENT LLC | $607K | 23K | —Held | Q1 2026 | |
| 13 | Arete Wealth Advisors, LLC | $587K | 22K | ▲+11% Added · +2K sh | Q1 2026 | |
| 14 | OpenArc Corporate Advisory, LLC | $491K | 18K | —Held | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $352K | 13K | ▲+39% Added · +4K sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $262K | 10K | ▼−37% Reduced · −6K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $216K | 8K | ▲New +8K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $201K | 8K | ▲+82% Added · +3K sh | Q1 2026 | |
| 19 | Aptus Capital Advisors, LLC | $13K | 493 | ▼−76% Reduced · −2K sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $3K | 100 | —Held | Q1 2026 | |
| 21 | GeoWealth Management, LLC | $27 | 1 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Class | 13F holders | Value held |
|---|---|---|
| SOVFthis pageSOVEREIGNS CAPIT | 21 funds | $66.7M |
| CEFZRIVERNORTH ACTIV | 16 funds | $12.7M |
| LRNZTRUESHS TECH AI | 15 funds | $3.0M |
| DIVZPOLEN DIVIDEND I | 13 funds | $31.0M |
| QBERTRUESHARES QUART | 13 funds | $27.8M |
| AUGZTRUESHARES STRUC | 12 funds | $26.7M |
| ONEZTRUESHARES SEASO | 11 funds | $71.7M |
| SEPZTRUESHARES STRUC | 11 funds | $46.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $3.7B |
| NVIDIA CORPNVDA | 10 funds | $2.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 10 funds | $2.2B |
| MICROSOFT CORPMSFT | 10 funds | $2.1B |
| AMAZON.COM INCAMZN | 10 funds | $1.7B |
| APPLE INCAAPL | 10 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 10 funds | $1.5B |
| VANGUARD S&P 500 ETFVOO | 10 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.0B |
| VANGUARD FTSE EMERGING MARKEVWO | 10 funds | $909.9M |
| JPMORGAN CHASE & COJPM | 10 funds | $879.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $868.5M |
Ranked by how many of SOVF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SOVF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.