American Conservative ValuesACVFETF
13F holders, Q1 2024 (March 31)34holders
$40.45avg. 13F price*
At the end of Q1 2024, 34 institutions reported holding American Conservative Values (ACVF) in their 13F filings. The largest holders were Atria Investments, Inc ($3.0M), LPL Financial LLC ($1.9M) and Commonwealth Equity Services, LLC ($1.4M).
- Company
- American Conservative Values
- Filed as
- ETF OPPORTUNITIES TRUST (Q1 2024)
- CUSIP
- 26923N108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.4M |
| Exits | 6 | $3.4M |
Ownership 34 holders
| Atria Investments, Inc | 0.04% | Add +38.2% | 75,058 | $3.0M |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 46,072 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.6% | 33,442 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 32,740 | $1.3M |
| Morgan Stanley | 0.00% | No change | 30,689 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +44.5% | 15,569 | $630K |
| MML Investors Services, LLC | 0.00% | Add +0.5% | 14,674 | $594K |
| Cetera Investment Advisers | 0.00% | New | 12,613 | $510K |
| Brookstone Capital Management | 0.01% | Add +0.2% | 11,900 | $482K |
| AE Wealth Management LLC | 0.01% | Add +12.3% | 11,722 | $474K |
| Creative Planning | 0.00% | Reduce -1.9% | 11,220 | $454K |
| McCollum Christoferson Group LLC | 0.11% | No change | 9,200 | $372K |
| Clear Creek Financial Management, LLC | 0.05% | New | 9,023 | $365K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 7,473 | $302K |
| Private Advisor Group, LLC | 0.00% | Reduce -69.1% | 6,528 | $264K |
| D.A. Davidson & Co. | 0.00% | New | 6,480 | $262K |
| Waverly Advisors, LLC | 0.01% | New | 6,019 | $244K |
| Merit Financial Group, LLC | 0.01% | No change | 5,880 | $228K |
| Fairman Group, LLC | 0.19% | Add +0.2% | 4,924 | $199K |
| Winch Advisory Services, LLC | 0.05% | Add +0.1% | 4,317 | $175K |
| Cwm, LLC | 0.00% | No change | 2,539 | $103K |
| JNBA Financial Advisors | 0.00% | No change | 1,081 | $44K |
| Bank of Montreal | 0.00% | No change | 794 | $32K |
| Principal Securities, Inc. | 0.00% | No change | 610 | $25K |
| S.A. Mason LLC | 0.01% | Add +8.7% | 565 | $23K |
| WR Wealth Planners, LLC | 0.01% | New | 550 | $22K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 500 | $20K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 305 | $12K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Reduce -37.1% | 280 | $11K |
| NewEdge Advisors, LLC | 0.00% | No change | 238 | $10K |
| Castleview Partners, LLC | 0.00% | No change | 202 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 130 | $5K |
| Colonial Trust Advisors | 0.00% | No change | 75 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 70 | $3K |
"% of holder's portfolio" is ACVF's weight in each manager's 13F, not the share of American Conservative Values the manager owns.