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

$4.73500020180002e+144T

% of Float Held

—

QoQ Change in Holders

+11 / -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+$4.7B
Encompass More Asset ManagementNew Position+41K+$2.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+41K+$2.0B
Regal Investment Advisors LLCNew Position+10K+$501.0M
Golden State Equity PartnersNew Position+6K+$312.0M
D.A. DAVIDSON & CO.New Position+6K+$292.0M
Fairman Group, LLCNew Position+5K+$245.0M
McCollum Christoferson Group LLCIncreased+1K+$52.3M
Farther Finance Advisors, LLCNew Position+256+$12.0M
VICTORY FINANCIAL GROUP, LLCIncreased+201+$9.9M
Golden State Wealth Management, LLCNew Position+49+$2.0M
TopTier Wealth Management, LLCNew Position+31K+$1.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+28K+$1.0M
Winch Advisory Services, LLCIncreased+5+$427K
CLG LLCIncreased+7+$308K

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
Tanglewood Legacy Advisors, LLCClosed Position-170-$8.4M
JPMORGAN CHASE & CODecreased-58-$8.0M
PRINCIPAL SECURITIES, INC.Closed Position-601-$29K
Betterment LLCDecreased-101-$4K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WorthPointe, LLC95,883$4.7B1.24%Share
2Encompass More Asset Management40,865$2.0B0.37%Share
3COMMONWEALTH EQUITY SERVICES, LLC40,608$2.0B0.00%Share
4Regal Investment Advisors LLC10,148$501.0M0.03%Share
5McCollum Christoferson Group LLC9,420$465.0M0.13%Share
6Great Waters Wealth Management6,659$328.0M0.04%Share
7Golden State Equity Partners6,324$312.0M0.05%Share
8D.A. DAVIDSON & CO.5,922$292.0M0.00%Share
9VICTORY FINANCIAL GROUP, LLC5,862$289.0M0.04%Share
10Fairman Group, LLC4,976$245.0M0.20%Share
11CLG LLC4,807$237.0M0.06%Share
12Winch Advisory Services, LLC4,357$215.0M0.05%Share
13Farther Finance Advisors, LLC256$12.0M0.00%Share
14LPL Financial LLC164,393$8.0M0.00%Share
15Golden State Wealth Management, LLC49$2.0M0.00%Share
16TopTier Wealth Management, LLC31,033$1.5M1.04%Share
17Brookstone Capital Management24,514$1.2M0.01%Share
18ENVESTNET ASSET MANAGEMENT INC28,309$1.0M0.00%Share
19MML INVESTORS SERVICES, LLC30,741$1.0M0.00%Share
20MORGAN STANLEY28,627$1.0M0.00%Share
21Clear Creek Financial Management, LLC11,856$585K0.05%Share
22Ceeto Capital Group, LLC11,000$543K0.16%Share
23Betterment LLC6,212$307K0.00%Share
24Merit Financial Group, LLC5,935$293K0.00%Share
25HARBOUR INVESTMENTS, INC.4,798$236K0.00%Share
26CWM, LLC1,095$54K0.00%Share
27JNBA Financial Advisors1,081$53K0.00%Share
28TUCKER ASSET MANAGEMENT LLC635$31K0.01%Share
29TUCKER ASSET MANAGEMENT LLC635$31K0.01%Share
30TUCKER ASSET MANAGEMENT LLC635$29K0.01%Share
31TUCKER ASSET MANAGEMENT LLC635$27K0.01%Share
32AE Wealth Management LLC36,964$1K0.00%Share
33Kingsview Wealth Management, LLC7,473$00.00%Share
34Private Advisor Group, LLC8,141$00.00%Share
35Cetera Investment Advisers12,620$00.00%Share
36Waverly Advisors, LLC6,084$00.00%Share
37NewEdge Advisors, LLC241$00.00%Share
38Steward Partners Investment Advisory, LLC245$00.00%Share
39Cambridge Investment Research Advisors, Inc.4,750$00.00%Share
40Colonial Trust Advisors75$00.00%Share
41Creative Planning12,331$00.00%Share
42RAYMOND JAMES FINANCIAL INC7,047$00.00%Share
43RAYMOND JAMES FINANCIAL INC6,041$00.00%Share
44VERUS CAPITAL PARTNERS, LLC7,250$00.00%Share
45JPMORGAN CHASE & CO117$00.00%Share
46IFP Advisors, Inc3$00.00%Share
47Larson Financial Group LLC400$00.00%Share
48OSAIC HOLDINGS, INC.1,102$00.00%Share
49OSAIC HOLDINGS, INC.11,816$00.00%Share
50WELLS FARGO & COMPANY/MN301$00.00%Share

ACVF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202548$11.7B+15
Q3 202533$16.5B-10
Q2 202543$22.9B-1
Q1 202544$20.7B+6
Q4 202438$368.3B+10
Q3 202428$5.5T+0
Q2 202428$1.7T+6
Q1 202422$1.7T—

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As of Q4 2025, 50 institutional investors hold ACVF (American Conservative Values ETF). The largest holder is WorthPointe, LLC with $4.7B in shares. This quarter, 11 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 WorthPointe, LLC with $4.7B in shares.

Is institutional ownership of ACVF increasing or decreasing?

This quarter, 11 institutions opened new positions in ACVF and 3 closed their positions.