23 tracked 13F filers disclose a position in SOVF as of the latest SEC 13F filings, a combined $71.1M in reported value. 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.
| # | 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 | $9.0M | 302K | ▲~0% Added · +1 sh | Q2 2026 | |
| 4 | ICONIQ Capital, LLC | $5.7M | 214K | —Held | Q1 2026 | |
| 5 | OneAscent Financial Services LLC | $4.9M | 166K | ▲+16% Added · +23K sh | Q2 2026 | |
| 6 | Bare Financial Services, Inc | $4.5M | 151K | ▲+4.0% Added · +6K sh | Q2 2026 | |
| 7 | Blue Trust, Inc. | $2.7M | 91K | ▼−3.5% Reduced · −3K sh | Q2 2026 | |
| 8 | OneAscent Wealth Management LLC | $2.2M | 74K | ▲+16% Added · +10K sh | Q2 2026 | |
| 9 | Keel Point, LLC | $1.7M | 64K | ▲+5.2% Added · +3K sh | Q1 2026 | |
| 10 | BOS Asset Management, LLC | $1.6M | 55K | ▲+3.6% Added · +2K sh | Q2 2026 | |
| 11 | Atria Investments, Inc | $790K | 27K | ▼−30% Reduced · −11K sh | Q2 2026 | |
| 12 | BROWN ADVISORY INC | $613K | 23K | ▼−5.2% Reduced · −1K sh | Q1 2026 | |
| 13 | AQR CAPITAL MANAGEMENT LLC | $607K | 23K | —Held | Q1 2026 | |
| 14 | Arete Wealth Advisors, LLC | $651K | 22K | ▲+0.2% Added · +36 sh | Q2 2026 | |
| 15 | OpenArc Corporate Advisory, LLC | $544K | 18K | —Held | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $352K | 13K | ▲+39% Added · +4K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $262K | 10K | ▼−37% Reduced · −6K sh | Q1 2026 | |
| 18 | OneAscent Family Office, LLC | $286K | 10K | ▲+20% Added · +2K sh | Q2 2026 | |
| 19 | JANE STREET GROUP, LLC | $216K | 8K | ▲New +8K sh | Q1 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $201K | 8K | ▲+82% Added · +3K sh | Q1 2026 | |
| 21 | Aptus Capital Advisors, LLC | $15K | 493 | —Held | Q2 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $3K | 100 | —Held | Q2 2026 | |
| 23 | Integrated Wealth Concepts LLC | $1K | 40 | ▲New +40 sh | Q2 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.
Last quarter, 0 funds opened a new position in SOVF and 7 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $8.9B |
| MICROSOFT CORPMSFT | 14 funds | $8.1B |
| APPLE INCAAPL | 14 funds | $5.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 14 funds | $1.3B |
| SPDR GOLD SHARESGLD | 14 funds | $553.4M |
| ADVANCED MICRO DEVICESAMD | 14 funds | $550.7M |
| AMAZON.COM INCAMZN | 13 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 13 funds | $3.9B |
| BROADCOM INCAVGO | 13 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 13 funds | $3.0B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 13 funds | $2.5B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $2.0B |
Ranked by how many of SOVF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| QBERTRUESHARES QUART | 34 funds | $62.8M |
| ONEZTRUESHARES SEASO | 32 funds | $140.8M |
| SEPZTRUESHARES STRUC | 31 funds | $93.3M |
| PAYMSP AU DE IN ETF | 27 funds | $89.9M |
| CEFZRIVERNORTH ACTIV | 27 funds | $13.5M |
| LRNZTRUESHS TECH AI | 26 funds | $6.0M |
| SOVFthis pageSOVEREIGNS CAPIT | 23 funds | $71.1M |
| DIVZPOLEN DIVIDEND I | 20 funds | $84.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SOVF
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.
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.