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American Conservative Values ETF (ACVF) Institutional Ownership

American Conservative Values ETF logo
$47.16 +0.33 (+0.70%)
As of 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)
15
Total
Institutional Inflows
(last 12 months)
$4.99M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$298.48K
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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
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%
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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%
5/4/2022Envestnet Asset Management Inc.28,548$967K0.0%+16.0%2.785%
2/4/2022Envestnet Asset Management Inc.24,620$877K0.0%+110.9%2.525%
2/4/2022Atria Investments LLC28,631$1.02M0.0%N/A2.937%
2/3/2022Advisor Group Holdings Inc.7,711$274K0.0%+872.4%0.791%
1/31/2022Commonwealth Equity Services LLC20,264$721K0.0%-9.6%2.078%
10/29/2021Commonwealth Equity Services LLC22,413$717K0.0%+20.4%2.561%
8/16/2021Royal Bank of Canada16,745$535K0.0%N/A3.903%
8/11/2021Commonwealth Equity Services LLC18,610$594K0.0%N/A4.338%
8/2/2021Advisor Group Holdings Inc.793$25K0.0%N/A0.185%
(Data available from 1/1/2016 forward)

ACVF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ACVF shares?

During the previous two years, 28 institutional investors and hedge funds held shares of American Conservative Values ETF. The most heavily invested institutionals were LPL Financial LLC ($4.50M), Atria Investments Inc ($3.04M), WorthPointe LLC ($2.60M), Envestnet Asset Management Inc. ($1.95M), Commonwealth Equity Services LLC ($1.76M), AE Wealth Management LLC ($941K), and Citadel Advisors LLC ($851K).Learn more on American Conservative Values ETF's institutional investors.

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

Of the 24 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: Atria Investments Inc ($71.51K), WorthPointe LLC ($50.22K), LPL Financial LLC ($30.31K), Private Advisor Group LLC ($28.01K), Encompass More Asset Management ($18.35K), Raymond James Financial Inc. ($16.12K), and Envestnet Asset Management Inc. ($13.80K).

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

Institutional investors have bought a total of 115,078 shares in the last 24 months. This purchase volume represents approximately $4.99M 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: Private Advisor Group LLC ($4.48K), CWM LLC ($1.44K), Cetera Investment Advisers ($747.00), and Citadel Advisors LLC ($342.00).

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

Institutional investors have sold a total of 7,011 shares in the last 24 months. This volume of shares sold represents approximately $298.48K in transactions.


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This page (NYSEARCA:ACVF) was last updated on 6/30/2025 by MarketBeat.com Staff
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