American Conservative ValuesACVFETF
13F holders, Q1 2026 (March 31)55holders +7
8new positions
1sold out
$47.63avg. 13F price*
At the end of Q1 2026, 55 institutions reported holding American Conservative Values (ACVF) in their 13F filings, up 7 from Q4 2025. 8 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($8.0M), WorthPointe, LLC ($3.7M) and Encompass More Asset Management ($1.9M).
- Company
- American Conservative Values
- Filed as
- ETF OPPORTUNITIES TRUST (Q1 2026)
- CUSIP
- 26923N108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.1M |
| Exits | 1 | $85K |
All 13F filers, Q4 2025 → Q1 2026: 56,526 shares bought and 37,226 shares sold, net +19,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| LPL Financial LLC | 0.00% | Add +1.8% | 167,276 | $8.0M |
| WorthPointe, LLC | 1.00% | Reduce -19.9% | 76,795 | $3.7M |
| Encompass More Asset Management | 0.33% | Reduce -0.4% | 40,694 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 39,970 | $1.9M |
| TopTier Wealth Management, LLC | 0.91% | Add +0.1% | 31,047 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -17.6% | 30,476 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -1.1% | 30,414 | $1.4M |
| Morgan Stanley | 0.00% | No change | 28,627 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 28,227 | $1.3M |
| Brookstone Capital Management | 0.01% | Add +5.8% | 25,927 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +7644.1% | 19,825 | $949K |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 12,665 | $603K |
| Creative Planning | 0.00% | No change | 12,331 | $587K |
| Raymond James Financial Inc. | 0.00% | Reduce -5.8% | 12,322 | $587K |
| Clear Creek Financial Management, LLC | 0.04% | Add +0.6% | 11,923 | $568K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.1% | 11,744 | $559K |
| Fairman Group, LLC | 0.47% | Add +130.1% | 11,452 | $545K |
| Ceeto Capital Group, LLC | 0.16% | No change | 11,000 | $524K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,370 | $494K |
| Regal Investment Advisors LLC | 0.03% | No change | 10,148 | $483K |
| McCollum Christoferson Group LLC | 0.13% | Reduce -6.4% | 8,820 | $420K |
| Private Advisor Group, LLC | 0.00% | Add +1.8% | 8,289 | $395K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 7,473 | $356K |
| Verus Capital Partners, LLC | 0.02% | No change | 7,250 | $345K |
| Great Waters Wealth Management | 0.03% | Add +0.9% | 6,716 | $320K |
| Ascentis Independent Advisors | 0.02% | Add +4.2% | 6,588 | $314K |
| D.A. Davidson & Co. | 0.00% | Add +3.7% | 6,142 | $292K |
| Waverly Advisors, LLC | 0.00% | Add +0.1% | 6,093 | $290K |
| Merit Financial Group, LLC | 0.00% | Add +0.1% | 5,944 | $283K |
| Betterment LLC | 0.00% | Reduce -13.5% | 5,374 | $256K |
| Victory Financial Group, LLC | 0.03% | Reduce -11.4% | 5,193 | $247K |
| CLG LLC | 0.06% | Add +0.1% | 4,814 | $229K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.4% | 4,818 | $229K |
| Atria Investments, Inc | 0.00% | New | 4,587 | $218K |
| Titleist Asset Management, LLC | 0.02% | New | 4,479 | $213K |
| Winch Advisory Services, LLC | 0.05% | Add +0.1% | 4,363 | $208K |
| Bank of Montreal | 0.00% | No change | 2,090 | $100K |
| RMG Wealth Management LLC | 0.01% | New | 1,752 | $92K |
| JPMorgan Chase & Co. | 0.00% | Add +1235.0% | 1,562 | $73K |
| UBS Group AG | 0.00% | New | 1,459 | $69K |
| Cwm, LLC | 0.00% | No change | 1,095 | $52K |
| JNBA Financial Advisors | 0.00% | No change | 1,081 | $51K |
| Royal Bank of Canada | 0.00% | No change | 867 | $41K |
| Tucker Asset Management LLC | 0.01% | No change | 635 | $30K |
| Community Financial Services Group, LLC | 0.00% | New | 574 | $27K |
| Larson Financial Group LLC | 0.00% | No change | 400 | $19K |
| N.E.W. Advisory Services LLC | 0.00% | New | 350 | $17K |
| Wells Fargo & Company | 0.00% | No change | 301 | $14K |
| Bravera Wealth | 0.01% | New | 255 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 245 | $12K |
| NewEdge Advisors, LLC | 0.00% | No change | 241 | $11K |
| Harbour Investments, Inc. | 0.00% | Reduce -97.3% | 131 | $6K |
| Colonial Trust Advisors | 0.00% | No change | 75 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 49 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 3 | $143 |
"% of holder's portfolio" is ACVF's weight in each manager's 13F, not the share of American Conservative Values the manager owns.