EdgeMarketInstruments › SOVF

SOVF — Sovereign's Capital Flourish Fund

US equity
32.13 +0.91% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 26.52 · high 32.51

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2023-10-03.

Performance

1 day+0.91%
1 week-0.97%
1 month+8.35%
3 months+13.70%
6 months+13.22%
Year to date+10.21%
1 year+5.40%

Technicals

RSI 1463.4
vs 50-day avg+5.51%
vs 200-day avg+10.64%
Volatility 1y14.6%
Max drawdown 1y-15.11%
Avg volume 30d15.6K
Daily bars held724
History from2023-10-03

Dividends

Yield (trailing 12m)0.70%
Paid last 12m0.2256
Payments in 12m1
Paying since2023-12-21

Largest institutional holders

managervalueshares
Cornerstone Management, Inc.16.2M605.0K
EverSource Wealth Advisors, LLC16.1M600.7K
Vident Advisory, LLC8.1M302.0K
ICONIQ Capital, LLC5.7M214.2K
CreativeOne Wealth, LLC4.6M172.6K
Bare Financial Services, Inc3.9M145.2K
OneAscent Financial Services LLC3.8M142.5K
Blue Trust, Inc.2.5M94.1K
OneAscent Wealth Management LLC1.7M63.9K
World Investment Advisors1.6M60.3K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d24.3% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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