CUSIP 210322202SOVEREIGNS CAPITSOVFQ4 2025
Aggregate 13F value by quarter
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30 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cornerstone Management, Inc. | 586.6K | $17.12M | +41.9K | Added |
| 2 | Eversource Wealth Advisors, LLC | 455.2K | $13.28M | −287.7K | Reduced |
| 3 | Vident Advisory, LLC | 300.2K | $8.76M | −116.8K | Reduced |
| 4 | Iconiq Capital, LLC | 214.2K | $6.25M |
| −118.2K |
| Reduced |
| 5 | Bare Financial Services, Inc | 133.3K | $3.89M | +26.2K | Added |
| 6 | Oneascent Financial Services LLC | 127.5K | $3.72M | +73.9K | Added |
| 7 | Wealth Enhancement Advisory Services, LLC | 115.7K | $3.46M | +115.7K | New |
| 8 | Blue Trust, Inc. | 86.8K | $2.53M | +5.9K | Added |
| 9 | Oneascent Wealth Management LLC | 63.7K | $1.86M | −17 | Reduced |
| 10 | Keel Point, LLC | 60.5K | $1.77M | +94 | Added |
See every fund holding Elevation Series Trust, with full quarter-over-quarter share changes.
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