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American Conservative Values ETF (ACVF) Institutional Ownership

American Conservative Values ETF logo
$55.65 0.00 (0.00%)
As of 08/28/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for American Conservative Values ETF (NYSEARCA:ACVF)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$10.56M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.68M
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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
8/23/2026 HB Wealth Management LLC5,144$281K0.0%N/A0.182%
8/21/2026 WorthPointe LLC69,792$3.81M0.9%-9.1%2.466%
7/9/2026 Great Waters Wealth Management6,389$348K0.0%-4.9%0.228%
5/19/2026 Western Wealth Management LLC2,325$111K0.0%N/A0.082%
5/14/2026 RMG Wealth Management LLC1,752$92K0.0%N/A0.062%
5/5/2026 D.A. Davidson & CO.6,142$292K0.0%+3.7%0.217%
4/28/2026 Ascentis Independent Advisors6,588$314K0.0%+4.2%0.233%
4/27/2026 Baer Investment Advisory LLC5,193$247K0.0%N/A0.183%
4/24/2026 Fairman Group LLC11,452$545K0.5%+130.1%0.409%
4/17/2026 Brookstone Capital Management25,927$1.23M0.0%+5.8%0.933%
2/17/2026 Cetera Investment Advisers12,620$623K0.0%+13.9%0.454%
2/17/2026 Osaic Holdings Inc.12,918$638K0.0%-6.4%0.465%
2/17/2026 Regal Investment Advisors LLC10,148$501K0.0%N/A0.365%
2/16/2026 MML Investors Services LLC30,741$1.52M0.0%+22.9%1.106%
2/13/2026 Kestra Advisory Services LLC1,718$85K0.0%N/A0.062%
2/12/2026 TopTier Wealth Management LLC31,033$1.53M1.0%N/A1.116%
2/12/2026 Commonwealth Equity Services LLC40,608$2.01M0.0%-7.7%1.461%
2/12/2026 Bank of Montreal Can2,090$103K0.0%+10.9%0.075%
2/11/2026 LPL Financial LLC164,393$8.12M0.0%-1.6%5.913%
2/9/2026 Harbour Investments Inc.4,798$237K0.0%+3,562.6%0.173%
2/3/2026 Encompass More Asset Management40,865$2.02M0.4%+57.3%1.470%
1/26/2026 AE Wealth Management LLC36,964$1.83M0.0%+17.1%1.330%
1/26/2026 WorthPointe LLC95,883$4.74M1.2%N/A3.449%
1/23/2026 Clear Creek Financial Management LLC11,856$586K0.0%+4.5%0.426%
1/15/2026 Victory Financial Group LLC5,862$290K0.0%+3.6%0.211%
1/15/2026 Brookstone Capital Management24,514$1.21M0.0%+4.2%0.882%
1/9/2026 McCollum Christoferson Group LLC9,420$465K0.1%+12.5%0.339%
11/17/2025 Larson Financial Group LLC1,900$94K0.0%N/A0.069%
11/13/2025 Private Advisor Group LLC7,889$389K0.0%+5.9%0.287%
11/10/2025 Clear Creek Financial Management LLC11,341$559K0.0%-2.9%0.412%
11/5/2025 Envestnet Asset Management Inc.28,383$1.40M0.0%-37.4%1.032%
11/3/2025 AE Wealth Management LLC31,557$1.56M0.0%+42.8%1.148%
10/17/2025 Encompass More Asset Management25,979$1.28M0.2%+22.3%0.945%
10/15/2025 Brookstone Capital Management23,528$1.16M0.0%-1.1%0.856%
10/14/2025 Great Waters Wealth Management6,649$328K0.0%+11.8%0.242%
9/4/2025 Osaic Holdings Inc.13,367$630K0.0%-11.2%0.486%
8/15/2025 MML Investors Services LLC29,861$1.41M0.0%+0.9%1.086%
8/13/2025 McCollum Christoferson Group LLC8,370$395K0.1%-9.0%0.304%
8/7/2025 Verus Capital Partners LLC7,250$342K0.0%+45.0%0.264%
8/1/2025 Envestnet Asset Management Inc.45,312$2.14M0.0%-0.7%1.648%
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7/30/2025 Brookstone Capital Management23,780$1.12M0.0%+6.9%0.865%
7/23/2025 RMG Wealth Management LLC1,762$84K0.0%N/A0.064%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,857$465K0.0%+36.4%0.358%
7/14/2025 Golden 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%
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%
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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%
2/7/2023Envestnet Asset Management Inc.30,781$915K0.0%+1.8%2.631%
2/1/2023CWM LLC2,650$79K0.0%N/A0.226%


ACVF Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 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 33 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 214,002 shares in the last 24 months. This purchase volume represents approximately $10.56M in transactions.

The following institutional investors have sold American Conservative Values ETF stock in the last 24 months: Envestnet Asset Management Inc. ($16.93K), WorthPointe LLC ($7.00K), Commonwealth Equity Services LLC ($3.39K), LPL Financial LLC ($2.62K), Osaic Holdings Inc. ($2.57K), Clear Creek Financial Management LLC ($342.00), and Great Waters Wealth Management ($327.00).

Institutional investors have sold a total of 33,430 shares in the last 24 months. This volume of shares sold represents approximately $1.68M 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 8/23/2026. New 13F filings are added each quarter as they're published.
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