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American Conservative Values ETF (ACVF) Institutional Ownership

American Conservative Values ETF logo
$55.79 0.00 (0.00%)
Closing price 10/9/2026 04:10 PM Eastern
Extended Trading
$55.81 +0.02 (+0.04%)
As of 10/9/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for American Conservative Values ETF (NYSEARCA:ACVF)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$10.61M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.66M
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ACVF Institutional Buying and Selling by Quarter

American Conservative Values ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC19,688$1.07M0.0%+4.7%0.703%
9/23/2026Envestnet Asset Management Inc.27,226$1.49M0.0%-3.5%0.972%
8/23/2026HB Wealth Management LLC5,144$281K0.0%N/A0.182%
8/21/2026WorthPointe LLC69,792$3.81M0.9%-9.1%2.466%
7/9/2026Great Waters Wealth Management6,389$348K0.0%-4.9%0.228%
5/19/2026Western Wealth Management LLC2,325$111K0.0%N/A0.082%
5/14/2026RMG Wealth Management LLC1,752$92K0.0%N/A0.062%
5/5/2026D.A. Davidson & CO.6,142$292K0.0%+3.7%0.217%
4/28/2026Ascentis Independent Advisors6,588$314K0.0%+4.2%0.233%
4/27/2026Baer Investment Advisory LLC5,193$247K0.0%N/A0.183%
4/24/2026Fairman Group LLC11,452$545K0.5%+130.1%0.409%
4/17/2026Brookstone Capital Management25,927$1.23M0.0%+5.8%0.933%
2/17/2026Cetera Investment Advisers12,620$623K0.0%+13.9%0.454%
2/17/2026Osaic Holdings Inc.12,918$638K0.0%-6.4%0.465%
2/17/2026Regal Investment Advisors LLC10,148$501K0.0%N/A0.365%
2/16/2026MML Investors Services LLC30,741$1.52M0.0%+22.9%1.106%
2/13/2026Kestra Advisory Services LLC1,718$85K0.0%N/A0.062%
2/12/2026TopTier Wealth Management LLC31,033$1.53M1.0%N/A1.116%
2/12/2026Commonwealth Equity Services LLC40,608$2.01M0.0%-7.7%1.461%
2/12/2026Bank of Montreal Can2,090$103K0.0%+10.9%0.075%
2/11/2026LPL Financial LLC164,393$8.12M0.0%-1.6%5.913%
2/9/2026Harbour Investments Inc.4,798$237K0.0%+3,562.6%0.173%
2/3/2026Encompass More Asset Management40,865$2.02M0.4%+57.3%1.470%
1/26/2026AE Wealth Management LLC36,964$1.83M0.0%+17.1%1.330%
1/26/2026WorthPointe LLC95,883$4.74M1.2%N/A3.449%
1/23/2026Clear Creek Financial Management LLC11,856$586K0.0%+4.5%0.426%
1/15/2026Victory Financial Group LLC5,862$290K0.0%+3.6%0.211%
1/15/2026Brookstone Capital Management24,514$1.21M0.0%+4.2%0.882%
1/9/2026McCollum Christoferson Group LLC9,420$465K0.1%+12.5%0.339%
11/17/2025Larson Financial Group LLC1,900$94K0.0%N/A0.069%
11/13/2025Private Advisor Group LLC7,889$389K0.0%+5.9%0.287%
11/10/2025Clear Creek Financial Management LLC11,341$559K0.0%-2.9%0.412%
11/5/2025Envestnet Asset Management Inc.28,383$1.40M0.0%-37.4%1.032%
11/3/2025AE Wealth Management LLC31,557$1.56M0.0%+42.8%1.148%
10/17/2025Encompass More Asset Management25,979$1.28M0.2%+22.3%0.945%
10/15/2025Brookstone Capital Management23,528$1.16M0.0%-1.1%0.856%
10/14/2025Great Waters Wealth Management6,649$328K0.0%+11.8%0.242%
9/4/2025Osaic Holdings Inc.13,367$630K0.0%-11.2%0.486%
8/15/2025MML Investors Services LLC29,861$1.41M0.0%+0.9%1.086%
8/13/2025McCollum Christoferson Group LLC8,370$395K0.1%-9.0%0.304%
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8/7/2025Verus Capital Partners LLC7,250$342K0.0%+45.0%0.264%
8/1/2025Envestnet Asset Management Inc.45,312$2.14M0.0%-0.7%1.648%
7/30/2025Brookstone Capital Management23,780$1.12M0.0%+6.9%0.865%
7/23/2025RMG Wealth Management LLC1,762$84K0.0%N/A0.064%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,857$465K0.0%+36.4%0.358%
7/14/2025Golden State Equity Partners6,428$303K0.1%N/A0.236%
5/9/2025Encompass More Asset Management18,345$786K0.2%+20.0%0.672%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,229$310K0.0%N/A0.265%
5/7/2025LPL Financial LLC105,135$4.50M0.0%+8.7%3.851%
5/6/2025Cetera Investment Advisers10,442$447K0.0%-4.8%0.382%
5/6/2025AE Wealth Management LLC21,983$941K0.0%+13.8%0.805%
5/5/2025Private Advisor Group LLC7,860$337K0.0%-36.3%0.288%
4/29/2025Envestnet Asset Management Inc.45,636$1.95M0.0%+33.2%1.672%
4/28/2025Clear Creek Financial Management LLC11,515$493K0.1%+8.2%0.422%
2/17/2025Stuart Chaussee & Associates Inc.2,000$87K0.0%N/A0.092%
2/17/2025Cetera Investment Advisers10,966$479K0.0%-2.0%0.503%
2/17/2025Citadel Advisors LLC19,458$851K0.0%-1.7%0.893%
2/13/2025Raymond James Financial Inc.8,058$352K0.0%N/A0.370%
2/13/2025Bank of Montreal Can1,884$82K0.0%+137.3%0.086%
2/13/2025Envestnet Asset Management Inc.34,274$1.50M0.0%+7.6%1.572%
2/11/2025LPL Financial LLC96,699$4.23M0.0%+12.1%4.436%
2/10/2025Commonwealth Equity Services LLC40,288$1.76M0.0%+6.9%1.848%
2/6/2025Raymond James Financial Inc.8,058$352K0.0%N/A0.370%
2/3/2025Private Advisor Group LLC12,338$539K0.0%+59.8%0.566%
1/21/2025Encompass More Asset Management15,289$668K0.2%N/A0.701%
1/17/2025Great Waters Wealth Management5,947$260K0.0%N/A0.273%
1/13/2025Brookstone Capital Management16,083$703K0.0%+8.0%0.738%
11/15/2024Integrated Wealth Concepts LLC10,337$451K0.0%N/A0.474%
10/29/2024Clear Creek Financial Management LLC10,641$464K0.1%+19.8%0.488%
10/22/2024Private Advisor Group LLC7,720$337K0.0%+15.2%0.354%
10/8/2024Brookstone Capital Management14,893$650K0.0%+8.1%0.683%
8/16/2024Creative Planning12,331$509K0.0%+9.9%0.566%
8/13/2024AE Wealth Management LLC12,540$518K0.0%+7.0%0.575%
7/31/2024Commonwealth Equity Services LLC35,099$1.45M0.0%+5.0%1.610%
7/18/2024Brookstone Capital Management13,771$581K0.0%+15.7%0.632%
7/10/2024CWM LLC1,095$45K0.0%-56.9%0.050%
5/21/2024Atria Investments Inc75,058$3.04M0.0%+38.2%3.443%
4/30/2024Commonwealth Equity Services LLC33,442$1.35M0.0%+13.6%1.647%
4/26/2024Clear Creek Financial Management LLC9,023$365K0.0%N/A0.444%
3/26/2024Fairman Group LLC4,916$179K0.2%N/A0.307%
2/12/2024WorthPointe LLC71,204$2.60M1.3%+37.4%4.450%
2/8/2024Kingsview Wealth Management LLC7,473$273K0.0%N/A0.467%
2/6/2024Private Advisor Group LLC21,144$771K0.0%-5.5%1.322%
2/6/2024Merit Financial Group LLC5,880$215K0.0%N/A0.368%
1/11/2024Brookstone Capital Management11,879$433K0.0%+6.7%0.742%
11/7/2023Atria Investments Inc50,762$1.68M0.0%N/A3.173%
11/3/2023Private Advisor Group LLC22,367$739K0.0%+271.2%1.398%
10/23/2023Commonwealth Equity Services LLC29,267$967K0.0%+1.1%1.829%
10/11/2023AE Wealth Management LLC8,418$278K0.0%N/A0.526%
8/11/2023WorthPointe LLC30,833$1.04M0.6%N/A1.927%
Free Ticker: Anthropic's silent partner could soar after record $2 trillion IPO (Ad)

Anthropic's IPO prospectus just leaked, revealing 261 pages tied to a record $2 trillion valuation. Beyond headline backers Amazon and Google, tech analyst Matt McCall has tracked a smaller partner that got in early, before most investors knew Claude existed. Matt calls it a Second IPO opportunity and reveals its name and ticker in a free interview.tc pixel

Get the full name and ticker in this free interview now
8/10/2023Private Advisor Group LLC6,025$204K0.0%N/A0.377%
8/8/2023Winch Advisory Services LLC4,295$145K0.1%+16.7%0.268%
8/3/2023JNBA Financial Advisors1,081$37K0.0%+88.3%0.085%
7/31/2023LPL Financial LLC23,016$779K0.0%+98.1%1.812%
7/25/2023WealthPlan Investment Management LLC495$58K0.0%+152.6%0.039%
7/24/2023BerganKDV Wealth Management LLC3,148$107K0.0%+46.6%0.248%
7/14/2023Ronald Blue Trust Inc.783$25K0.0%-36.5%0.062%
5/10/2023Winch Advisory Services LLC3,680$116K0.0%+894.6%0.290%
4/17/2023Ronald Blue Trust Inc.1,233$37K0.0%N/A0.105%
2/7/2023Commonwealth Equity Services LLC27,530$818K0.0%+1.7%2.353%


ACVF Institutional Ownership - Frequently Asked Questions

During the previous two years, 36 institutional investors and hedge funds held shares of American Conservative Values ETF. The most heavily invested institutionals were LPL Financial LLC ($8.12M), WorthPointe LLC ($3.81M), Encompass More Asset Management ($2.02M), Commonwealth Equity Services LLC ($2.01M), AE Wealth Management LLC ($1.83M), TopTier Wealth Management LLC ($1.53M), and MML Investors Services LLC ($1.52M).Learn more on American Conservative Values ETF's institutional investors.

Of the 34 institutional investors that purchased American Conservative Values ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: WorthPointe LLC ($95.88K), Encompass More Asset Management ($37.97K), TopTier Wealth Management LLC ($31.03K), LPL Financial LLC ($18.91K), AE Wealth Management LLC ($17.54K), Raymond James Financial Inc. ($16.12K), and Envestnet Asset Management Inc. ($13.80K).

Institutional investors have bought a total of 214,882 shares in the last 24 months. This purchase volume represents approximately $10.61M in transactions.

The following institutional investors have sold American Conservative Values ETF stock in the last 24 months: Envestnet Asset Management Inc. ($17.93K), WorthPointe LLC ($7.00K), Commonwealth Equity Services LLC ($3.39K), LPL Financial LLC ($2.62K), Osaic Holdings Inc. ($881.00), Clear Creek Financial Management LLC ($342.00), and Great Waters Wealth Management ($327.00).

Institutional investors have sold a total of 32,745 shares in the last 24 months. This volume of shares sold represents approximately $1.66M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ACVF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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