Who owns ACVF?
American Conservative Values ETF
60 institutions reported holding ACVF, worth $44.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ACVF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $8.0M | 146,463 | −20,813 shares |
| Howard Capital Management, LLC | Alpharetta, GA | $4.5M | 81,823 | New position |
| WorthPointe, LLC | La Jolla, CA | $3.8M | 69,792 | −7,003 shares |
| Encompass More Asset Management | Danville, CA | $2.5M | 44,966 | +4,272 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.3M | 41,692 | +1,722 shares |
| TopTier Wealth Management, LLC | Muskego, WI | $1.7M | 31,055 | +8 shares |
| AE Wealth Management LLC | Topeka, KS | $1.6M | 29,923 | −553 shares |
| MML Investors Services, LLC | Springfield, MA | $1.6M | 29,650 | −764 shares |
| Morgan Stanley | New York, NY | $1.6M | 28,627 | No change |
| Brookstone Capital Management | Wheaton, IL | $1.5M | 27,857 | +1,930 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ACVF?
60 institutional managers reported holding ACVF in Form 13F filings for June 30, 2026, worth $44.6M in total. The largest reported position was held by LPL Financial LLC, at $8.0M.
Did institutions buy or sell ACVF last quarter?
Reported 13F value rose 27.7% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ACVF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.