ACVF Institutional Ownership
American Conservative Values ETF
1W: +0.4%
1M: +0.1%
3M: +1.9%
YTD: +11.5%
1Y: +11.6%
3Y: +70.0%
5Y: +72.2%
$55.14
+0.41 (+0.74%)
Weekly Expected Move ±1.5%
$54
$54
$55
$56
$57
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ACVF
65
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
44M
Total Invested
9
New Positions
17
Increased
22
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (67 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 146,463 | 8M | -20,813 | -12.4% | 15Q | SEC ↗ |
| 2 | Howard Capital Management, LLC NEW | 81,823 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 3 | WorthPointe, LLC | 69,792 | 4M | -7,003 | -9.1% | 3Q | SEC ↗ |
| 4 | Encompass More Asset Management | 44,966 | 2M | +4,272 | +10.5% | 7Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 41,692 | 2M | +1,722 | +4.3% | 21Q | SEC ↗ |
| 6 | TopTier Wealth Management, LLC | 31,055 | 2M | +8 | +0.0% | 3Q | SEC ↗ |
| 7 | AE Wealth Management LLC | 29,923 | 2M | -553 | -1.8% | 12Q | SEC ↗ |
| 8 | MML INVESTORS SERVICES, LLC | 29,650 | 2M | -764 | -2.5% | 17Q | SEC ↗ |
| 9 | MORGAN STANLEY | 28,627 | 2M | — | +0.0% | 15Q | SEC ↗ |
| 10 | Brookstone Capital Management | 27,857 | 2M | +1,930 | +7.4% | 12Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 27,226 | 2M | -1,001 | -3.5% | 20Q | SEC ↗ |
| 12 | Farther Finance Advisors, LLC | 18,808 | 1M | -1,017 | -5.1% | 3Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 15,449 | 852K | +13,887 | +889.1% | 4Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 13,084 | 721K | +1,340 | +11.4% | 21Q | SEC ↗ |
| 15 | Creative Planning | 12,331 | 680K | — | +0.0% | 14Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 12,323 | 679K | +1 | +0.0% | 7Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 12,173 | 671K | -492 | -3.9% | 10Q | SEC ↗ |
| 18 | Clear Creek Financial Management, LLC | 11,936 | 658K | +13 | +0.1% | 10Q | SEC ↗ |
| 19 | Fairman Group, LLC | 11,466 | 632K | +14 | +0.1% | 11Q | SEC ↗ |
| 20 | Integrated Wealth Concepts LLC | 10,370 | 572K | — | +0.0% | 2Q | SEC ↗ |
| 21 | McCollum Christoferson Group LLC | 10,060 | 555K | +1,240 | +14.1% | 21Q | SEC ↗ |
| 22 | Regal Investment Advisors LLC | 8,186 | 451K | -1,962 | -19.3% | 3Q | SEC ↗ |
| 23 | McKinney Capital Management, LLC NEW | 8,072 | 445K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Kingsview Wealth Management, LLC | 7,473 | 412K | — | +0.0% | 11Q | SEC ↗ |
| 25 | VERUS CAPITAL PARTNERS, LLC | 7,250 | 400K | — | +0.0% | 6Q | SEC ↗ |
| 26 | Ceeto Capital Group, LLC | 7,000 | 386K | -4,000 | -36.4% | 5Q | SEC ↗ |
| 27 | Private Advisor Group, LLC | 6,617 | 365K | -1,672 | -20.2% | 13Q | SEC ↗ |
| 28 | Great Waters Wealth Management | 6,389 | 352K | -327 | -4.9% | 7Q | SEC ↗ |
| 29 | Waverly Advisors, LLC | 6,100 | 336K | +7 | +0.1% | 10Q | SEC ↗ |
| 30 | D.A. DAVIDSON & CO. | 6,026 | 332K | -116 | -1.9% | 10Q | SEC ↗ |
| 31 | Merit Financial Group, LLC | 5,951 | 328K | +7 | +0.1% | 11Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 5,706 | 315K | +888 | +18.4% | 7Q | SEC ↗ |
| 33 | HB Wealth Management, LLC NEW | 5,144 | 284K | — | +0.0% | 1Q | SEC ↗ |
| 34 | VICTORY FINANCIAL GROUP, LLC | 4,888 | 270K | -305 | -5.9% | 6Q | SEC ↗ |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 4,798 | 265K | — | +0.0% | 1Q | SEC ↗ |
| 36 | TITLEIST ASSET MANAGEMENT, LLC | 4,684 | 258K | +205 | +4.6% | 2Q | SEC ↗ |
| 37 | CLG LLC | 4,415 | 243K | -399 | -8.3% | 7Q | SEC ↗ |
| 38 | Winch Advisory Services, LLC | 4,367 | 241K | +4 | +0.1% | 15Q | SEC ↗ |
| 39 | Atria Investments, Inc | 4,305 | 237K | -282 | -6.1% | 2Q | SEC ↗ |
| 40 | Plan Group Financial, LLC NEW | 4,283 | 236K | — | +0.0% | 1Q | SEC ↗ |
| 41 | FLC Capital Advisors NEW | 3,722 | 205K | — | +0.0% | 1Q | SEC ↗ |
| 42 | BANK OF MONTREAL /CAN | 2,090 | 115K | — | +0.0% | 11Q | SEC ↗ |
| 43 | RMG Wealth Management LLC | 1,716 | 95K | -36 | -2.1% | 2Q | SEC ↗ |
| 44 | CWM, LLC | 1,095 | 60K | — | +0.0% | 14Q | SEC ↗ |
| 45 | JNBA Financial Advisors | 1,081 | 60K | — | +0.0% | 16Q | SEC ↗ |
| 46 | Regatta Research & Money Management NEW | 969 | 53K | — | +0.0% | 1Q | SEC ↗ |
| 47 | ROYAL BANK OF CANADA | 867 | 48K | — | +0.0% | 9Q | SEC ↗ |
| 48 | UBS Group AG | 730 | 40K | -729 | -50.0% | 2Q | SEC ↗ |
| 49 | TUCKER ASSET MANAGEMENT LLC | 635 | 35K | — | +0.0% | 9Q | SEC ↗ |
| 50 | Community Financial Services Group, LL | 574 | 32K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Howard Capital Management, LLC | 81,823 | 5M |
| McKinney Capital Management, LLC | 8,072 | 445K |
| HB Wealth Management, LLC | 5,144 | 284K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,798 | 265K |
| Plan Group Financial, LLC | 4,283 | 236K |
| FLC Capital Advisors | 3,722 | 205K |
| Regatta Research & Money Management | 969 | 53K |
| MERCER GLOBAL ADVISORS INC /ADV | 500 | 28K |
| Abound Wealth Management | 101 | 6K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ascentis Independent Advisors | 6,588 | 363K |
| Betterment LLC | 5,374 | 296K |
| Baer Investment Advisory LLC | 5,193 | 286K |
| Western Wealth Management, LLC | 2,325 | 128K |
| Kestra Advisory Services, LLC | 1,718 | 95K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +13,887 | +889.1% | 15,449 |
| Encompass More Asset Management | +4,272 | +10.5% | 44,966 |
| Brookstone Capital Management | +1,930 | +7.4% | 27,857 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,722 | +4.3% | 41,692 |
| OSAIC HOLDINGS, INC. | +1,340 | +11.4% | 13,084 |
| McCollum Christoferson Group LLC | +1,240 | +14.1% | 10,060 |
| Cambridge Investment Research Advis | +888 | +18.4% | 5,706 |
| TITLEIST ASSET MANAGEMENT, LLC | +205 | +4.6% | 4,684 |
| Fairman Group, LLC | +14 | +0.1% | 11,466 |
| Clear Creek Financial Management, L | +13 | +0.1% | 11,936 |
| TopTier Wealth Management, LLC | +8 | +0.0% | 31,055 |
| Merit Financial Group, LLC | +7 | +0.1% | 5,951 |
| Waverly Advisors, LLC | +7 | +0.1% | 6,100 |
| Winch Advisory Services, LLC | +4 | +0.1% | 4,367 |
| NewEdge Advisors, LLC | +1 | +0.4% | 242 |
| RAYMOND JAMES FINANCIAL INC | +1 | +0.0% | 12,323 |
| HARBOUR INVESTMENTS, INC. | +1 | +0.8% | 132 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -20,813 | -12.4% | 146,463 |
| WorthPointe, LLC | -7,003 | -9.1% | 69,792 |
| Ceeto Capital Group, LLC | -4,000 | -36.4% | 7,000 |
| Regal Investment Advisors LLC | -1,962 | -19.3% | 8,186 |
| Private Advisor Group, LLC | -1,672 | -20.2% | 6,617 |
| Farther Finance Advisors, LLC | -1,017 | -5.1% | 18,808 |
| ENVESTNET ASSET MANAGEMENT INC | -1,001 | -3.5% | 27,226 |
| MML INVESTORS SERVICES, LLC | -764 | -2.5% | 29,650 |
| UBS Group AG | -729 | -50.0% | 730 |
| AE Wealth Management LLC | -553 | -1.8% | 29,923 |
| Cetera Investment Advisers | -492 | -3.9% | 12,173 |
| CLG LLC | -399 | -8.3% | 4,415 |
| Great Waters Wealth Management | -327 | -4.9% | 6,389 |
| VICTORY FINANCIAL GROUP, LLC | -305 | -5.9% | 4,888 |
| WELLS FARGO & COMPANY/MN | -300 | -99.7% | 1 |
| Atria Investments, Inc | -282 | -6.1% | 4,305 |
| D.A. DAVIDSON & CO. | -116 | -1.9% | 6,026 |
| RMG Wealth Management LLC | -36 | -2.1% | 1,716 |