Free Trial
→ Nobody Understands Why Trump Is Invading Iran (here’s the answer) (From Banyan Hill Publishing) (Ad)tc pixel Free ACVF Stock Alerts

American Conservative Values ETF (ACVF) Institutional Ownership

American Conservative Values ETF logo
$51.67 +0.38 (+0.74%)
As of 04:10 PM Eastern
Compare

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)
$11.70M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.36M
Get ACVF Insider Trade Alerts

Want to know when executives and insiders are buying or selling American Conservative Values ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ACVF Institutional Buying and Selling by Quarter

American Conservative Values ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/17/2026Cetera 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%
2/13/2026 Kestra Advisory Services LLC1,718$85K0.0%N/A0.062%
2/12/2026TopTier 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%
2/12/2026Bank 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%
2/3/2026 Encompass 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%
1/23/2026 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%
11/17/2025Larson 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%
11/5/2025Envestnet 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%
10/17/2025 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%
9/4/2025Osaic Holdings Inc.13,367$630K0.0%-11.2%0.486%
8/15/2025MML Investors Services LLC29,861$1.41M0.0%+0.9%1.086%
8/13/2025 McCollum Christoferson Group LLC8,370$395K0.1%-9.0%0.304%
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%
7/30/2025 Brookstone 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%
7/14/2025 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%
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%
1/31/2023BerganKDV Wealth Management LLC2,148$64K0.0%+55.4%0.184%
8/3/2022Envestnet Asset Management Inc.29,329$837K0.0%+2.7%2.793%
7/19/2022Commonwealth Equity Services LLC26,163$746K0.0%+19.7%2.492%
7/13/2022BerganKDV Wealth Management LLC1,382$39K0.0%N/A0.132%
5/12/2022Cetera Advisors LLC7,500$254K0.0%N/A0.732%
5/4/2022Commonwealth Equity Services LLC21,860$740K0.0%+7.9%2.133%


ACVF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ACVF shares?

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 ($4.74M), Atria Investments Inc ($3.04M), Encompass More Asset Management ($2.02M), Commonwealth Equity Services LLC ($2.01M), AE Wealth Management LLC ($1.83M), and TopTier Wealth Management LLC ($1.53M).Learn more on American Conservative Values ETF's institutional investors.

Which institutional investors have been buying American Conservative Values ETF's stock?

Of the 32 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), Atria Investments Inc ($20.75K), LPL Financial LLC ($18.91K), AE Wealth Management LLC ($18.36K), and Raymond James Financial Inc. ($16.12K).

How much institutional buying is happening at American Conservative Values ETF?

Institutional investors have bought a total of 240,818 shares in the last 24 months. This purchase volume represents approximately $11.70M in transactions.

Which of American Conservative Values ETF's major shareholders have been selling company stock?

The following institutional investors have sold American Conservative Values ETF stock in the last 24 months: Envestnet Asset Management Inc. ($17.25K), Commonwealth Equity Services LLC ($3.39K), LPL Financial LLC ($2.62K), Osaic Holdings Inc. ($2.57K), McCollum Christoferson Group LLC ($830.00), Cetera Investment Advisers ($524.00), and Clear Creek Financial Management LLC ($342.00).

How much institutional selling is happening at American Conservative Values ETF?

Institutional investors have sold a total of 27,778 shares in the last 24 months. This volume of shares sold represents approximately $1.36M in transactions.


Related Companies

This page (NYSEARCA:ACVF) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel