Sovran Advisors, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,177,004
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/20/2026 | 551 | 1,177,004 | 13F-HR | Sovran Advisors, LLC |
| Q3 2025 | 10/31/2025 | 519 | 1,131,662 | 13F-HR | Sovran Advisors, LLC |
| Q2 2025 | 7/10/2025 | 486 | 954,352 | 13F-HR | Sovran Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 803.9 K | 68.8% | 21.62 K | 0 | 21.62 K |
| ETFs | 329.2 K | 28.2% | 23.36 K | 0 | 23.36 K |
| Debt | 18.45 K | 1.6% | 0 | 620 | -620 |
| Other | 17.3 K | 1.5% | 0 | 127 | -127 |
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Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
1,177,004
Holdings
551
QoQ value change ($000)
45,342
(4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.