ACVF · American Conservative Values ETF ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Quarterly Activity
Top New Positions
vs Mar 31, 2026Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 167,276 | $7,964,679 | |
| Micro WorthPointe, LLC | 76,795 | $3,656,517 | |
| Small Encompass More Asset Management | 40,694 | $1,937,604 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | 39,970 | $1,903,131 | |
| Micro TopTier Wealth Management, LLC | 31,047 | $1,478,271 |
| Holder | Value (USD)â–¼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC ACVF | $34,625 | 100.00% | 635 | — |
0
0.0%
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Shares | 2026-08-27 | ||||||||||||||||
| Mega LPL Financial LLC ACVF | $7,964,679 | 23002.68% | 167,276 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||
| Micro WorthPointe, LLC ACVF | $3,656,517 | 10560.34% | 76,795 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
| Small Encompass More Asset Management ACVF | $1,937,604 | 5595.97% | 40,694 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||
| Large COMMONWEALTH EQUITY SERVICES, LLC ACVF | $1,903,131 | 5496.41% | 39,970 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||
| Micro TopTier Wealth Management, LLC ACVF | $1,478,271 | 4269.37% | 31,047 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||
| Large AE Wealth Management LLC ACVF | $1,451,084 | 4190.86% | 30,476 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
| Large MML INVESTORS SERVICES, LLC ACVF | $1,448,132 | 4182.33% | 30,414 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Mega MORGAN STANLEY ACVF | $1,363,045 | 3936.59% | 28,627 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega ENVESTNET ASSET MANAGEMENT INC ACVF | $1,344,000 | 3881.59% | 28,227 | — | Sold Out | Shares | 2026-05-04 | ||||||||||||||||
| Mid Brookstone Capital Management ACVF | $1,234,488 | 3565.31% | 25,927 | — | Sold Out | Shares | 2026-04-16 | ||||||||||||||||
| Mid Farther Finance Advisors, LLC ACVF | $943,947 | 2726.20% | 19,825 | — | Sold Out | Shares | 2026-04-07 | ||||||||||||||||
| Large Cetera Investment Advisers ACVF | $603,031 | 1741.61% | 12,665 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
| Large Creative Planning ACVF | $587,128 | 1695.68% | 12,331 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
| Mega RAYMOND JAMES FINANCIAL INC ACVF | $586,699 | 1694.44% | 12,322 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Clear Creek Financial Management, LLC ACVF | $567,701 | 1639.57% | 11,923 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||
| Large OSAIC HOLDINGS, INC. ACVF | $559,178 | 1614.95% | 11,744 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Fairman Group, LLC ACVF | $545,275 | 1574.80% | 11,452 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||
| Small Ceeto Capital Group, LLC ACVF | $523,754 | 1512.65% | 11,000 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
| Mid Integrated Wealth Concepts LLC ACVF | $493,757 | 1426.01% | 10,370 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Small Regal Investment Advisors LLC ACVF | $483,186 | 1395.48% | 10,148 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
| Small McCollum Christoferson Group LLC ACVF | $419,955 | 1212.87% | 8,820 | — | Sold Out | Shares | 2026-04-10 | ||||||||||||||||
| Mid Private Advisor Group, LLC ACVF | $394,672 | 1139.85% | 8,289 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||
| Mid Kingsview Wealth Management, LLC ACVF | $355,819 | 1027.64% | 7,473 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
| Mid VERUS CAPITAL PARTNERS, LLC ACVF | $345,201 | 996.97% | 7,250 | — | Sold Out | Shares | 2026-05-22 | ||||||||||||||||
| Micro Great Waters Wealth Management ACVF | $319,775 | 923.54% | 6,716 | — | Sold Out | Shares | 2026-04-17 | ||||||||||||||||
| Micro Ascentis Independent Advisors ACVF | $313,681 | 905.94% | 6,588 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||
| Mid D.A. DAVIDSON & CO. ACVF | $292,445 | 844.61% | 6,142 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||
| Mid Waverly Advisors, LLC ACVF | $290,112 | 837.87% | 6,093 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Mid Merit Financial Group, LLC ACVF | $283,017 | 817.38% | 5,944 | — | Sold Out | Shares | 2026-04-15 | ||||||||||||||||
| Large Betterment LLC ACVF | $255,877 | 738.99% | 5,374 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
| Small VICTORY FINANCIAL GROUP, LLC ACVF | $247,259 | 714.11% | 5,193 | — | Sold Out | Shares | 2026-04-27 | ||||||||||||||||
| Large Cambridge Investment Research Advisors, Inc. ACVF | $229,404 | 662.54% | 4,818 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||
| Small CLG LLC ACVF | $229,213 | 661.99% | 4,814 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
| Mid Atria Investments, Inc ACVF | $218,405 | 630.77% | 4,587 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||
| Small TITLEIST ASSET MANAGEMENT, LLC ACVF | $213,263 | 615.92% | 4,479 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||
| Small Winch Advisory Services, LLC ACVF | $207,739 | 599.97% | 4,363 | — | Sold Out | Shares | 2026-04-30 | ||||||||||||||||
| Mid Western Wealth Management, LLC ACVF | $110,702 | 319.72% | 2,325 | — | Sold Out | Shares | 2026-05-19 | ||||||||||||||||
| Mega BANK OF MONTREAL /CAN/ Bank ACVF | $99,513 | 287.40% | 2,090 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro RMG Wealth Management LLC ACVF | $83,419 | 240.92% | 1,752 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
| Mega JPMORGAN CHASE & CO ACVF | $74,373 | 214.80% | 1,562 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega UBS Group AG ACVF | $69,468 | 200.63% | 1,459 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large CWM, LLC ACVF | $52,137 | 150.58% | 1,095 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||
| Small JNBA Financial Advisors ACVF | $51,470 | 148.65% | 1,081 | — | Sold Out | Shares | 2026-04-23 | ||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank ACVF | $41,281 | 119.22% | 867 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Community Financial Services Group, LLC ACVF | $27,330 | 78.93% | 574 | — | Sold Out | Shares | 2026-04-08 | ||||||||||||||||
| Mid Larson Financial Group LLC ACVF | $19,045 | 55.00% | 400 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Small N.E.W. Advisory Services LLC ACVF | $16,664 | 48.13% | 350 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||
| Mega WELLS FARGO & COMPANY/MN ACVF | $14,331 | 41.39% | 301 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Bravera Wealth ACVF | $12,141 | 35.06% | 255 | — | Sold Out | Shares | 2026-04-22 | ||||||||||||||||
| Large Steward Partners Investment Advisory, LLC ACVF | $11,665 | 33.69% | 245 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||
| Mid HARBOUR INVESTMENTS, INC. ACVF | $6,237 | 18.01% | 131 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||
| Mid Colonial Trust Advisors ACVF | $3,571 | 10.31% | 75 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||
| Small Golden State Wealth Management, LLC ACVF | $2,333 | 6.74% | 49 | — | Sold Out | Shares | 2026-04-28 | ||||||||||||||||
| Mid IFP Advisors, Inc ACVF | $142 | 0.41% | 3 | — | Sold Out | Shares | 2026-04-13 | ||||||||||||||||
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