Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Elevation Series Trust (SOVF)

25 + 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
→ 0
Streak
1Q —
Buyers last Q
64%

Smart Money Signals — SOVF

Based on 25 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 83% of 2.8Y peak

83% of all-time peak
25 funds currently hold this stock — 83% of the 2.8-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.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
2 fewer hedge funds hold SOVF compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 64% buying

14 buying8 selling
Last quarter: 14 funds were net buyers (4 opened a brand new position + 10 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 5 → 2 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 16% new

■ 28% conviction (2yr+) ■ 56% medium ■ 16% new
Of the 25 current holders: 7 (28%) held >2 years, 14 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

9 → 7 → 5 → 2 → 4 new funds/Q
New funds entering each quarter: 7 → 5 → 2 → 4. 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 — 24% veterans, 40% new entrants

■ 24% veterans ■ 36% 1-2yr ■ 40% new
Of 25 current holders: 6 (24%) held 2+ years, 9 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
3 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.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 Q2, 14 hedge funds were net buyers of SOVF (4 opened a new position, 10 added to an existing one), while 8 reduced or exited (4 trimmed, 4 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). 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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: SOVF
25 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 25 -
13F Shares 2M 2M 1.73%
Total Value $69M $66M 3.67%
New Positions 4 2 +2
Increased Positions 10 12 -2
Closed Positions 4 7 -3
Reduced Positions 4 5 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SOVF

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Institutional Holders (2026 Q2)

25 + 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 24 SOVF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Management, Inc. 2.60% 607,767 $18.1M
2 Bare Financial Services, Inc 1.03% 150,990 $4.5M
3 OneAscent Wealth Management LLC 0.66% 74,059 $2.2M
4 EverSource Wealth Advisors, LLC 0.41% 409,027 $12.2M
5 BOS Asset Management, LLC 0.38% 54,645 $1.6M
6 OneAscent Financial Services LLC 0.24% 165,617 $4.9M
7 ICONIQ Capital, LLC 0.18% 214,249 $6.4M
8 OneAscent Family Office, LLC 0.14% 9,637 $286K
9 Keel Point, LLC 0.07% 38,646 $1.1M
10 Vident Advisory, LLC 0.06% 301,997 $9.0M
11 Blue Trust, Inc. 0.03% 90,857 $2.7M
12 World Investment Advisors 0.03% 60,281 $1.6M
13 Arete Wealth Advisors, LLC 0.02% 21,924 $651K
14 Operose Advisors LLC 0.01% 2,016 $60K
15 Atria Investments, Inc 0.01% 26,593 $790K
16 OpenArc Corporate Advisory, LLC 0.01% 18,300 $544K
17 Moneta Group Investment Advisors LLC 0.00% 7,035 $209K
18 Brown Advisory Inc 0.00% 13,805 $410K
19 Aqr Capital Management LLC 0.00% 22,646 $673K
20 Jones Financial Companies Lllp 0.00% 10,933 $322K
21 Envestnet Asset Management Inc 0.00% 17,287 $514K
22 Aptus Capital Advisors, LLC 0.00% 493 $15K
23 Steward Partners Investment Advisory, LLC 0.00% 100 $3K
24 Integrated Wealth Concepts LLC 0.00% 40 $1K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SOVF?

More buyers than sellers — 64% buying: Last quarter: 14 funds were net buyers (4 opened a brand new position + 10 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SOVF holders?

Smaller funds dominant — 2% AUM from top-100: 3 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?

Mixed — 28% long-term, 16% new: Of the 25 current holders: 7 (28%) held >2 years, 14 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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