SOVF(SOVF)
SOVF
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Cornerstone Management, Inc. | 607.77K | Jun 30, 26 | +2.79K | 19.89% |
| EverSource Wealth Advisors, LLC | 409.03K | Jun 30, 26 | -191.69K | 13.39% |
| Vident Advisory, LLC | 302.00K | Jun 30, 26 | +1 | 9.89% |
| ICONIQ Capital, LLC | 214.25K | Jun 30, 26 | -- | 7.01% |
| OneAscent Financial Services LLC | 165.62K | Jun 30, 26 | +23.16K | 5.42% |
| Bare Financial Services, Inc | 150.99K | Jun 30, 26 | +5.80K | 4.94% |
| Ronald Blue Trust, Inc. | 90.86K | Jun 30, 26 | -3.28K | 2.97% |
| OneAscent Wealth Management LLC | 74.06K | Jun 30, 26 | +10.16K | 2.42% |
| Pensionmark Financial Group, LLC | 60.28K | Jun 30, 26 | -- | 1.97% |
| BOS Asset Management, LLC | 54.65K | Jun 30, 26 | +1.92K | 1.79% |
| Keel Point, LLC | 38.65K | Jun 30, 26 | -24.96K | 1.27% |
| Atria Investments, Inc | 26.59K | Jun 30, 26 | -11.29K | 0.87% |
| AQR CAPITAL MANAGEMENT LLC | 22.65K | Jun 30, 26 | -- | 0.74% |
| Arete Wealth Advisors, LLC | 21.92K | Jun 30, 26 | +36 | 0.72% |
| OpenArc Corporate Advisory, LLC | 18.30K | Jun 30, 26 | -- | 0.60% |
| ENVESTNET ASSET MANAGEMENT INC | 17.29K | Jun 30, 26 | +4.14K | 0.57% |
| BROWN ADVISORY INC | 13.80K | Jun 30, 26 | -9.05K | 0.45% |
| Values First Advisors, Inc. | 12.44K | Jun 30, 26 | +12.44K | 0.41% |
| JONES FINANCIAL COMPANIES LLLP | 10.93K | Jun 30, 26 | +3.34K | 0.36% |
| OneAscent Family Office, LLC | 9.64K | Jun 30, 26 | +1.62K | 0.32% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 7.04K | Jun 30, 26 | +7.04K | 0.23% |
| Operose Advisors LLC | 2.02K | Jun 30, 26 | -- | 0.07% |
| Aptus Capital Advisors, LLC | 493 | Jun 30, 26 | -- | 0.02% |
| Steward Partners Investment Advisory, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 40 | Jun 30, 26 | +40 | 0.00% |
| VANGUARD ADVISERS INC | 22 | Jun 30, 26 | +22 | 0.00% |
| CreativeOne Wealth, LLC | -- | Jun 30, 26 | -172.56K | -- |
| GeoWealth Management, LLC | -- | Jun 30, 26 | -1 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -8.04K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -9.78K | -- |
| AIFG Consultants Ltd. | 7.61K | Dec 31, 25 | +7.61K | 0.25% |
| WR Wealth Planners, LLC | 75 | Dec 31, 24 | -- | 0.00% |