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American Conservative Values ETF (ACVF) Institutional Ownership

American Conservative Values ETF logo
$45.44 +0.47 (+1.05%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for American Conservative Values ETF (NYSEARCA:ACVF)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$4.57M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$104.21K
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ACVF Institutional Buying and Selling by Quarter

American Conservative Values ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Encompass 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%
11/15/2024Integrated Wealth Concepts LLC10,337$451K0.0%N/A0.474%
10/29/2024Clear Creek Financial Management LLC10,641$464K0.1%+19.8%0.488%
10/22/2024Private Advisor Group LLC7,720$337K0.0%+15.2%0.354%
10/8/2024 Brookstone Capital Management14,893$650K0.0%+8.1%0.683%
8/16/2024Creative Planning12,331$509K0.0%+9.9%0.566%
8/13/2024AE Wealth Management LLC12,540$518K0.0%+7.0%0.575%
7/31/2024Commonwealth Equity Services LLC35,099$1.45M0.0%+5.0%1.610%
7/18/2024 Brookstone Capital Management13,771$581K0.0%+15.7%0.632%
7/10/2024CWM LLC1,095$45K0.0%-56.9%0.050%
5/21/2024Atria Investments Inc75,058$3.04M0.0%+38.2%3.443%
4/30/2024Commonwealth Equity Services LLC33,442$1.35M0.0%+13.6%1.647%
4/26/2024Clear Creek Financial Management LLC9,023$365K0.0%N/A0.444%
3/26/2024Fairman Group LLC4,916$179K0.2%N/A0.307%
2/12/2024WorthPointe LLC71,204$2.60M1.3%+37.4%4.450%
2/8/2024Kingsview Wealth Management LLC7,473$273K0.0%N/A0.467%
2/6/2024Private 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%
11/7/2023Atria Investments Inc50,762$1.68M0.0%N/A3.173%
11/3/2023Private Advisor Group LLC22,367$739K0.0%+271.2%1.398%
10/23/2023Commonwealth Equity Services LLC29,267$967K0.0%+1.1%1.829%
10/11/2023AE Wealth Management LLC8,418$278K0.0%N/A0.526%
8/11/2023WorthPointe LLC30,833$1.04M0.6%N/A1.927%
8/10/2023Private Advisor Group LLC6,025$204K0.0%N/A0.377%
8/8/2023 Winch Advisory Services LLC4,295$145K0.1%+16.7%0.268%
8/3/2023JNBA Financial Advisors1,081$37K0.0%+88.3%0.085%
7/31/2023LPL Financial LLC23,016$779K0.0%+98.1%1.812%
7/25/2023WealthPlan Investment Management LLC495$58K0.0%+152.6%0.039%
7/24/2023BerganKDV Wealth Management LLC3,148$107K0.0%+46.6%0.248%
7/14/2023Ronald Blue Trust Inc.783$25K0.0%-36.5%0.062%
5/10/2023 Winch Advisory Services LLC3,680$116K0.0%+894.6%0.290%
4/17/2023Ronald Blue Trust Inc.1,233$37K0.0%N/A0.105%
2/7/2023Commonwealth Equity Services LLC27,530$818K0.0%+1.7%2.353%
2/7/2023Envestnet Asset Management Inc.30,781$915K0.0%+1.8%2.631%
2/1/2023CWM LLC2,650$79K0.0%N/A0.226%
1/31/2023BerganKDV Wealth Management LLC2,148$64K0.0%+55.4%0.184%
8/3/2022Envestnet Asset Management Inc.29,329$837K0.0%+2.7%2.793%
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7/19/2022Commonwealth 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%
5/4/2022Commonwealth Equity Services LLC21,860$740K0.0%+7.9%2.133%
5/4/2022Envestnet Asset Management Inc.28,548$967K0.0%+16.0%2.785%
2/4/2022Envestnet Asset Management Inc.24,620$877K0.0%+110.9%2.525%
2/4/2022Atria Investments LLC28,631$1.02M0.0%N/A2.937%
2/3/2022Advisor Group Holdings Inc.7,711$274K0.0%+872.4%0.791%
1/31/2022Commonwealth Equity Services LLC20,264$721K0.0%-9.6%2.078%
10/29/2021Commonwealth Equity Services LLC22,413$717K0.0%+20.4%2.561%
8/16/2021Royal Bank of Canada16,745$535K0.0%N/A3.903%
8/11/2021Commonwealth Equity Services LLC18,610$594K0.0%N/A4.338%
8/2/2021Advisor 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, 22 institutional investors and hedge funds held shares of American Conservative Values ETF. The most heavily invested institutionals were Atria Investments Inc ($3.04M), WorthPointe LLC ($2.60M), Commonwealth Equity Services LLC ($1.45M), Envestnet Asset Management Inc. ($915K), LPL Financial LLC ($779K), Brookstone Capital Management ($703K), and Encompass More Asset Management ($668K).Learn more on ACVF's institutional investors.

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

Of the 22 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 ($23.39K), Encompass More Asset Management ($15.29K), LPL Financial LLC ($11.40K), Clear Creek Financial Management LLC ($10.78K), and Integrated Wealth Concepts LLC ($10.34K).

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

Institutional investors have bought a total of 249,799 shares in the last 24 months. This purchase volume represents approximately $9.09M 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), and Ronald Blue Trust Inc. ($450.00).

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

Institutional investors have sold a total of 3,117 shares in the last 24 months. This volume of shares sold represents approximately $119.44K in transactions.


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This page (NYSEARCA:ACVF) was last updated on 1/21/2025 by MarketBeat.com Staff
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