Free Trial

American Conservative Values ETF (ACVF) Institutional Ownership

American Conservative Values ETF logo
$45.16 -0.77 (-1.68%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for American Conservative Values ETF (NYSEARCA:ACVF)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$5.09M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$84.29K
Get ACVF Insider Trade Alerts

Want to know when executives and insiders are buying or selling American Conservative Values ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ACVF Institutional Buying and Selling by Quarter

American Conservative Values ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Stuart Chaussee & Associates Inc.2,000$87K0.0%N/A0.092%
2/17/2025 Cetera Investment Advisers10,966$479K0.0%-2.0%0.503%
2/17/2025 Citadel Advisors LLC19,458$851K0.0%-1.7%0.893%
2/13/2025 Raymond James Financial Inc.8,058$352K0.0%N/A0.370%
2/13/2025 Bank of Montreal Can1,884$82K0.0%+137.3%0.086%
2/13/2025 Envestnet Asset Management Inc.34,274$1.50M0.0%+7.6%1.572%
2/11/2025 LPL Financial LLC96,699$4.23M0.0%+12.1%4.436%
2/10/2025 Commonwealth Equity Services LLC40,288$1.76M0.0%+6.9%1.848%
2/6/2025 Raymond James Financial Inc.8,058$352K0.0%N/A0.370%
2/3/2025 Private Advisor Group LLC12,338$539K0.0%+59.8%0.566%
1/21/2025 Encompass More Asset Management15,289$668K0.2%N/A0.701%
1/17/2025 Great Waters Wealth Management5,947$260K0.0%N/A0.273%
1/13/2025 Brookstone Capital Management16,083$703K0.0%+8.0%0.738%
11/15/2024 Integrated Wealth Concepts LLC10,337$451K0.0%N/A0.474%
10/29/2024 Clear Creek Financial Management LLC10,641$464K0.1%+19.8%0.488%
10/22/2024 Private Advisor Group LLC7,720$337K0.0%+15.2%0.354%
10/8/2024 Brookstone Capital Management14,893$650K0.0%+8.1%0.683%
8/16/2024 Creative Planning12,331$509K0.0%+9.9%0.566%
8/13/2024 AE Wealth Management LLC12,540$518K0.0%+7.0%0.575%
7/31/2024 Commonwealth Equity Services LLC35,099$1.45M0.0%+5.0%1.610%
7/18/2024 Brookstone Capital Management13,771$581K0.0%+15.7%0.632%
7/10/2024 CWM LLC1,095$45K0.0%-56.9%0.050%
5/21/2024 Atria Investments Inc75,058$3.04M0.0%+38.2%3.443%
4/30/2024 Commonwealth Equity Services LLC33,442$1.35M0.0%+13.6%1.647%
4/26/2024 Clear Creek Financial Management LLC9,023$365K0.0%N/A0.444%
3/26/2024 Fairman Group LLC4,916$179K0.2%N/A0.307%
2/12/2024 WorthPointe LLC71,204$2.60M1.3%+37.4%4.450%
2/8/2024 Kingsview Wealth Management LLC7,473$273K0.0%N/A0.467%
2/6/2024 Private Advisor Group LLC21,144$771K0.0%-5.5%1.322%
2/6/2024 Merit Financial Group LLC5,880$215K0.0%N/A0.368%
1/11/2024 Brookstone Capital Management11,879$433K0.0%+6.7%0.742%
11/7/2023 Atria Investments Inc50,762$1.68M0.0%N/A3.173%
11/3/2023 Private Advisor Group LLC22,367$739K0.0%+271.2%1.398%
10/23/2023 Commonwealth Equity Services LLC29,267$967K0.0%+1.1%1.829%
10/11/2023 AE Wealth Management LLC8,418$278K0.0%N/A0.526%
8/11/2023 WorthPointe LLC30,833$1.04M0.6%N/A1.927%
8/10/2023 Private Advisor Group LLC6,025$204K0.0%N/A0.377%
8/8/2023 Winch Advisory Services LLC4,295$145K0.1%+16.7%0.268%
8/3/2023 JNBA Financial Advisors1,081$37K0.0%+88.3%0.085%
7/31/2023 LPL Financial LLC23,016$779K0.0%+98.1%1.812%
The Real Hillbilly Elegy (Ad)

The mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky, Tennessee and beyond… It's one of our country’s most scenic areas. But hidden beneath the beauty is an ugly reality: our most beautiful land is also the poorest. It’s a tragedy because for over 200 years, generation after generation has worked “coal country” with nothing but a pick and shovel, hauling billions of dollars from the ground.

A bold new plan, hidden in Executive Order 14154…
7/25/2023 WealthPlan Investment Management LLC495$58K0.0%+152.6%0.039%
7/24/2023BerganKDV Wealth Management LLC3,148$107K0.0%+46.6%0.248%
7/14/2023 Ronald Blue Trust Inc.783$25K0.0%-36.5%0.062%
5/10/2023 Winch Advisory Services LLC3,680$116K0.0%+894.6%0.290%
4/17/2023 Ronald Blue Trust Inc.1,233$37K0.0%N/A0.105%
2/7/2023 Commonwealth Equity Services LLC27,530$818K0.0%+1.7%2.353%
2/7/2023 Envestnet Asset Management Inc.30,781$915K0.0%+1.8%2.631%
2/1/2023 CWM LLC2,650$79K0.0%N/A0.226%
1/31/2023BerganKDV Wealth Management LLC2,148$64K0.0%+55.4%0.184%
8/3/2022 Envestnet Asset Management Inc.29,329$837K0.0%+2.7%2.793%
7/19/2022 Commonwealth Equity Services LLC26,163$746K0.0%+19.7%2.492%
7/13/2022BerganKDV Wealth Management LLC1,382$39K0.0%N/A0.132%
5/12/2022Cetera Advisors LLC7,500$254K0.0%N/A0.732%
5/4/2022 Commonwealth Equity Services LLC21,860$740K0.0%+7.9%2.133%
5/4/2022 Envestnet Asset Management Inc.28,548$967K0.0%+16.0%2.785%
2/4/2022 Envestnet Asset Management Inc.24,620$877K0.0%+110.9%2.525%
2/4/2022 Atria Investments LLC28,631$1.02M0.0%N/A2.937%
2/3/2022 Advisor Group Holdings Inc.7,711$274K0.0%+872.4%0.791%
1/31/2022 Commonwealth Equity Services LLC20,264$721K0.0%-9.6%2.078%
10/29/2021 Commonwealth Equity Services LLC22,413$717K0.0%+20.4%2.561%
8/16/2021 Royal Bank of Canada16,745$535K0.0%N/A3.903%
8/11/2021 Commonwealth Equity Services LLC18,610$594K0.0%N/A4.338%
8/2/2021 Advisor Group Holdings Inc.793$25K0.0%N/A0.185%
(Data available from 1/1/2016 forward)

ACVF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ACVF shares?

During the previous two years, 27 institutional investors and hedge funds held shares of American Conservative Values ETF. The most heavily invested institutionals were LPL Financial LLC ($4.23M), Atria Investments Inc ($3.04M), WorthPointe LLC ($2.60M), Commonwealth Equity Services LLC ($1.76M), Envestnet Asset Management Inc. ($1.50M), Citadel Advisors LLC ($851K), and Brookstone Capital Management ($703K).Learn more on ACVF's institutional investors.

Which institutional investors have been buying American Conservative Values ETF stock?

Of the 24 institutional investors that purchased American Conservative Values ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Atria Investments Inc ($71.51K), WorthPointe LLC ($50.22K), Private Advisor Group LLC ($28.01K), LPL Financial LLC ($21.87K), Raymond James Financial Inc. ($16.12K), Encompass More Asset Management ($15.29K), and Clear Creek Financial Management LLC ($10.78K).

How much institutional buying is happening at American Conservative Values ETF?

Institutional investors have bought a total of 284,686 shares in the last 24 months. This purchase volume represents approximately $10.68M in transactions.

Which American Conservative Values ETF major shareholders have been selling company stock?

The following institutional investors have sold American Conservative Values ETF stock in the last 24 months: CWM LLC ($1.44K), Private Advisor Group LLC ($1.22K), Ronald Blue Trust Inc. ($450.00), Citadel Advisors LLC ($342.00), and Cetera Investment Advisers ($223.00).

How much institutional selling is happening at American Conservative Values ETF?

Institutional investors have sold a total of 3,682 shares in the last 24 months. This volume of shares sold represents approximately $144.15K in transactions.



This page (NYSEARCA:ACVF) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners