Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Elevation Series Trust (SOVF)

24 + Investors. Track Smart Money conviction in SOVF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — SOVF

Based on 25 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SOVF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 83% of 2.5Y peak

83% of all-time peak
25 funds currently hold this stock — 83% of the 2.5-year high of 30 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

14 buying12 selling
Last quarter: 14 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 7 → 5 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 20% entered in last year

■ 24% conviction (2yr+) ■ 56% medium ■ 20% new
Only 6 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

3 → 9 → 7 → 5 → 2 new funds/Q
New funds entering each quarter: 9 → 7 → 5 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 20% veterans, 40% new entrants

■ 20% veterans ■ 40% 1-2yr ■ 40% new
Of 25 current holders: 5 (20%) held 2+ years, 10 held 1–2 years, 10 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
5 of 25 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SOVF

In 2026 Q1, 14 hedge funds were net buyers of SOVF (2 opened a new position, 12 added to an existing one), while 12 reduced or exited (5 trimmed, 7 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 25.

Hedge Fund Ownership: SOVF

How many hedge funds hold SOVF — quarterly history vs. share price
Quarterly hedge fund ownership of SOVF vs. share price

Market Analysis: SOVF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SOVF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Elevation Series Trust (SOVF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SOVF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
SOVF
+5.4%
SPY
+14.9%

SOVF outperformed SPY by -9.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
SOVF
+1.1%
SPY
+1.1%

Since the filing became public, SOVF outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: SOVF
24 + Investors

Track Smart Money conviction in SOVF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 24 30 -20.0%
13F Shares 2M 2M -9.78%
Total Value $65M $72M -10.39%
New Positions 2 5 -3
Increased Positions 11 14 -3
Closed Positions 8 5 +3
Reduced Positions 5 6 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SOVF

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

24 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SOVF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SOVF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Management, Inc. 2.58% 604,973 $16.2M
2 Bare Financial Services, Inc 1.03% 145,186 $3.9M
3 OneAscent Wealth Management LLC 0.57% 63,895 $1.7M
4 BOS Asset Management, LLC 0.36% 52,729 $1.4M
5 EverSource Wealth Advisors, LLC 0.33% 224,690 $11.0M
6 OneAscent Financial Services LLC 0.21% 142,462 $3.8M
7 OneAscent Family Office, LLC 0.15% 8,019 $215K
8 ICONIQ Capital, LLC 0.13% 214,249 $5.7M
9 Keel Point, LLC 0.11% 63,609 $1.7M
10 CreativeOne Wealth, LLC 0.11% 172,561 $4.6M
11 Vident Advisory, LLC 0.07% 301,996 $8.1M
12 Blue Trust, Inc. 0.03% 94,136 $2.5M
13 World Investment Advisors 0.03% 60,281 $1.6M
14 Operose Advisors LLC 0.01% 2,016 $54K
15 Atria Investments, Inc 0.01% 37,880 $1.0M
16 OpenArc Corporate Advisory, LLC 0.01% 18,300 $491K
17 Brown Advisory Inc 0.00% 22,858 $613K
18 Aqr Capital Management LLC 0.00% 22,646 $607K
19 Aptus Capital Advisors, LLC 0.00% 493 $13K
20 Jones Financial Companies Lllp 0.00% 7,594 $201K
21 Envestnet Asset Management Inc 0.00% 13,146 $352K
22 Susquehanna International Group, LLP 0.00% 9,778 $262K
23 Jane Street Group, LLC 0.00% 8,044 $216K
24 Steward Partners Investment Advisory, LLC 0.00% 100 $3K
25 GeoWealth Management, LLC 0.00% 1 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Elevation Series Trust (SOVF)

What does the Smart Money Trend signal show for SOVF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SOVF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SOVF?

Slight buying edge — 54% buying: Last quarter: 14 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SOVF holders?

Smaller funds dominant — 2% AUM from top-100: 5 of 25 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SOVF?

Mostly new holders — 20% entered in last year: Only 6 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Elevation Series Trust (SOVF) following the 2026 Q1 hedge fund 13F filings?

As of today, SOVF has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), SOVF has gained +5.4% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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