Who Owns American Conservative Values ETF (ACVF)?Hedge Fund & Institutional Holders

$48.49-0.03 (-0.07%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.000473520182e+105T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$38.25$41.30$44.35$47.40$50.45Sep 24Jun 25Mar 26

ACVF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WorthPointe, LLCNew Position+96K+$4.7M
Encompass More Asset ManagementNew Position+41K+$2.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+41K+$2.0M
AE Wealth Management LLCNew Position+37K+$1.8M
TopTier Wealth Management, LLCNew Position+31K+$1.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+28K+$1.0M
Regal Investment Advisors LLCNew Position+10K+$501K
Golden State Equity PartnersNew Position+6K+$312K
Merit Financial Group, LLCNew Position+6K+$293K
D.A. DAVIDSON & CO.New Position+6K+$292K
Fairman Group, LLCNew Position+5K+$245K
TUCKER ASSET MANAGEMENT LLCNew Position+3K+$118K
CWM, LLCNew Position+1K+$54K
JNBA Financial AdvisorsNew Position+1K+$53K
Farther Finance Advisors, LLCNew Position+256+$12K

ACVF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-3K-$8.2B
OSAIC HOLDINGS, INC.Decreased-881-$674.9M
Integrated Wealth Concepts LLCClosed Position-10K-$511.3M
Larson Financial Group LLCDecreased-2K-$93.7M
PRINCIPAL SECURITIES, INC.Closed Position-601-$29.6M
JPMORGAN CHASE & CODecreased-58-$8.6M
Tanglewood Legacy Advisors, LLCClosed Position-170-$8.4M
Betterment LLCDecreased-101-$4K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC164,393$8.0M0.00%Share
2WorthPointe, LLC95,883$4.7M1.24%Share
3Encompass More Asset Management40,865$2.0M0.37%Share
4COMMONWEALTH EQUITY SERVICES, LLC40,608$2.0M0.00%Share
5AE Wealth Management LLC36,964$1.8M0.01%Share
6TopTier Wealth Management, LLC31,033$1.5M1.04%Share
7Brookstone Capital Management24,514$1.2M0.01%Share
8ENVESTNET ASSET MANAGEMENT INC28,309$1.0M0.00%Share
9MML INVESTORS SERVICES, LLC30,741$1.0M0.00%Share
10MORGAN STANLEY28,627$1.0M0.00%Share
11Clear Creek Financial Management, LLC11,856$585K0.05%Share
12Ceeto Capital Group, LLC11,000$543K0.16%Share
13Regal Investment Advisors LLC10,148$501K0.03%Share
14McCollum Christoferson Group LLC9,420$465K0.13%Share
15Great Waters Wealth Management6,659$328K0.04%Share
16Golden State Equity Partners6,324$312K0.05%Share
17Betterment LLC6,212$307K0.00%Share
18Merit Financial Group, LLC5,935$293K0.00%Share
19D.A. DAVIDSON & CO.5,922$292K0.00%Share
20VICTORY FINANCIAL GROUP, LLC5,862$289K0.04%Share
21Fairman Group, LLC4,976$245K0.20%Share
22CLG LLC4,807$237K0.06%Share
23HARBOUR INVESTMENTS, INC.4,798$236K0.00%Share
24Winch Advisory Services, LLC4,357$215K0.05%Share
25CWM, LLC1,095$54K0.00%Share
26JNBA Financial Advisors1,081$53K0.00%Share
27TUCKER ASSET MANAGEMENT LLC635$31K0.01%Share
28TUCKER ASSET MANAGEMENT LLC635$31K0.01%Share
29TUCKER ASSET MANAGEMENT LLC635$29K0.01%Share
30TUCKER ASSET MANAGEMENT LLC635$27K0.01%Share
31Farther Finance Advisors, LLC256$12K0.00%Share
32Golden State Wealth Management, LLC49$2K0.00%Share
33ROYAL BANK OF CANADA867$00.00%Share
34Creative Planning12,331$00.00%Share
35Private Advisor Group, LLC8,141$00.00%Share
36Kestra Advisory Services, LLC1,718$00.00%Share
37Colonial Trust Advisors75$00.00%Share
38BANK OF MONTREAL /CAN/2,090$00.00%Share
39OSAIC HOLDINGS, INC.11,816$00.00%Share
40RAYMOND JAMES FINANCIAL INC6,041$00.00%Share
41Larson Financial Group LLC400$00.00%Share
42Cambridge Investment Research Advisors, Inc.4,750$00.00%Share
43JPMORGAN CHASE & CO117$00.00%Share
44RAYMOND JAMES FINANCIAL INC7,047$00.00%Share
45WELLS FARGO & COMPANY/MN301$00.00%Share
46NewEdge Advisors, LLC241$00.00%Share
47Waverly Advisors, LLC6,084$00.00%Share
48OSAIC HOLDINGS, INC.1,102$00.00%Share
49Cetera Investment Advisers12,620$00.00%Share
50IFP Advisors, Inc3$00.00%Share

ACVF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202548$29.4M+15
Q3 202533$18.5B-10
Q2 202543$20.1B-1
Q1 202544$18.2B+6
Q4 202438$1.1T+10
Q3 202428$8.5T+0
Q2 202428$12.3T+6
Q1 202422$8.3T—

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As of Q4 2025, 50 institutional investors hold ACVF (American Conservative Values ETF). The largest holder is LPL Financial LLC with $8.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ACVF?

As of Q4 2025, 50 institutional investors report holding ACVF (American Conservative Values ETF) in their 13F filings.

Who is the largest institutional holder of ACVF?

The largest institutional holder of ACVF is LPL Financial LLC with $8.0M in shares.

Is institutional ownership of ACVF increasing or decreasing?

This quarter, 15 institutions opened new positions in ACVF and 3 closed their positions.