American Conservative Values ETF (ACVF) Institutional Ownership

$42.82

+0.27 (+0.63%)

(As of 09/13/2024 ET)

Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 11
Total Institutional Inflows (last 12 months): $5.50M

Number of Institutional Sellers (last 12 months): 2
Total Institutional Outflows (last 12 months): $104.21K

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ACVF Institutional Buying and Selling by Quarter

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American Conservative Values ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/16/2024	Creative Planning	12,331	$509K	0.0%	+9.9%	0.566%
8/13/2024	AE Wealth Management LLC	12,540	$518K	0.0%	+7.0%	0.575%
7/31/2024	Commonwealth Equity Services LLC	35,099	$1.45M	0.0%	+5.0%	1.610%
7/18/2024	Brookstone Capital Management	13,771	$581K	0.0%	+15.7%	0.632%
7/10/2024	CWM LLC	1,095	$45K	0.0%	-56.9%	0.050%
5/21/2024	Atria Investments Inc	75,058	$3.04M	0.0%	+38.2%	3.443%
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4/30/2024	Commonwealth Equity Services LLC	33,442	$1.35M	0.0%	+13.6%	1.647%
4/26/2024	Clear Creek Financial Management LLC	9,023	$365K	0.0%	N/A	0.444%
3/26/2024	Fairman Group LLC	4,916	$179K	0.2%	N/A	0.307%
2/12/2024	WorthPointe LLC	71,204	$2.60M	1.3%	+37.4%	4.450%
2/8/2024	Kingsview Wealth Management LLC	7,473	$273K	0.0%	N/A	0.467%
2/6/2024	Private Advisor Group LLC	21,144	$771K	0.0%	-5.5%	1.322%
2/6/2024	Merit Financial Group LLC	5,880	$215K	0.0%	N/A	0.368%
1/11/2024	Brookstone Capital Management	11,879	$433K	0.0%	+6.7%	0.742%
11/7/2023	Atria Investments Inc	50,762	$1.68M	0.0%	N/A	3.173%
11/3/2023	Private Advisor Group LLC	22,367	$739K	0.0%	+271.2%	1.398%
10/23/2023	Commonwealth Equity Services LLC	29,267	$967K	0.0%	+1.1%	1.829%
10/11/2023	AE Wealth Management LLC	8,418	$278K	0.0%	N/A	0.526%
8/11/2023	WorthPointe LLC	30,833	$1.04M	0.6%	N/A	1.927%
8/10/2023	Private Advisor Group LLC	6,025	$204K	0.0%	N/A	0.377%
8/8/2023	Winch Advisory Services LLC	4,295	$145K	0.1%	+16.7%	0.268%
8/3/2023	JNBA Financial Advisors	1,081	$37K	0.0%	+88.3%	0.085%
7/31/2023	LPL Financial LLC	23,016	$779K	0.0%	+98.1%	1.812%
7/25/2023	WealthPlan Investment Management LLC	495	$58K	0.0%	+152.6%	0.039%
7/24/2023	BerganKDV Wealth Management LLC	3,148	$107K	0.0%	+46.6%	0.248%
7/14/2023	Ronald Blue Trust Inc.	783	$25K	0.0%	-36.5%	0.062%
5/10/2023	Winch Advisory Services LLC	3,680	$116K	0.0%	+894.6%	0.290%
4/17/2023	Ronald Blue Trust Inc.	1,233	$37K	0.0%	N/A	0.105%
2/7/2023	Commonwealth Equity Services LLC	27,530	$818K	0.0%	+1.7%	2.353%
2/7/2023	Envestnet Asset Management Inc.	30,781	$915K	0.0%	+1.8%	2.631%
2/1/2023	CWM LLC	2,650	$79K	0.0%	N/A	0.226%
1/31/2023	BerganKDV Wealth Management LLC	2,148	$64K	0.0%	+55.4%	0.184%
8/3/2022	Envestnet Asset Management Inc.	29,329	$837K	0.0%	+2.7%	2.793%
7/19/2022	Commonwealth Equity Services LLC	26,163	$746K	0.0%	+19.7%	2.492%
7/13/2022	BerganKDV Wealth Management LLC	1,382	$39K	0.0%	N/A	0.132%
5/12/2022	Cetera Advisors LLC	7,500	$254K	0.0%	N/A	0.732%
5/4/2022	Commonwealth Equity Services LLC	21,860	$740K	0.0%	+7.9%	2.133%
5/4/2022	Envestnet Asset Management Inc.	28,548	$967K	0.0%	+16.0%	2.785%
2/4/2022	Envestnet Asset Management Inc.	24,620	$877K	0.0%	+110.9%	2.525%
2/4/2022	Atria Investments LLC	28,631	$1.02M	0.0%	N/A	2.937%
Who are Nvidia’s New Silent Partners? (Ad) Nvidia recently became just the third $2 trillion company. But Nvidia can’t do everything by itself. I call these Nvidia’s “Silent Partners.”
2/3/2022	Advisor Group Holdings Inc.	7,711	$274K	0.0%	+872.4%	0.791%
1/31/2022	Commonwealth Equity Services LLC	20,264	$721K	0.0%	-9.6%	2.078%
10/29/2021	Commonwealth Equity Services LLC	22,413	$717K	0.0%	+20.4%	2.561%
8/16/2021	Royal Bank of Canada	16,745	$535K	0.0%	N/A	3.903%
8/11/2021	Commonwealth Equity Services LLC	18,610	$594K	0.0%	N/A	4.338%
8/2/2021	Advisor Group Holdings Inc.	793	$25K	0.0%	N/A	0.185%

(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, 19 institutional investors and hedge funds held shares of American Conservative Values ETF. The most heavily invested institutionals were Atria Investments Inc ($3.04M), WorthPointe LLC ($2.60M), Commonwealth Equity Services LLC ($1.45M), Envestnet Asset Management Inc. ($915K), LPL Financial LLC ($779K), Private Advisor Group LLC ($771K), and Brookstone Capital Management ($581K).Learn more on ACVF's institutional investors.
Which institutional investors have been buying American Conservative Values ETF stock?: Of the 19 institutional investors that purchased American Conservative Values ETF 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), Private Advisor Group LLC ($22.37K), LPL Financial LLC ($11.40K), AE Wealth Management LLC ($9.24K), Clear Creek Financial Management LLC ($9.02K), and Kingsview Wealth Management LLC ($7.47K).
How much institutional buying is happening at American Conservative Values ETF?: Institutional investors have bought a total of 213,132 shares in the last 24 months. This purchase volume represents approximately $7.49M in transactions.

Which American Conservative Values ETF major shareholders have been selling company stock?: The following institutional investors have sold American Conservative Values ETF stock in the last 24 months: CWM LLC ($1.44K), Private Advisor Group LLC ($1.22K), and Ronald Blue Trust Inc. ($450.00).
How much institutional selling is happening at American Conservative Values ETF?: Institutional investors have sold a total of 3,117 shares in the last 24 months. This volume of shares sold represents approximately $119.44K in transactions.