Who owns American Conservative Values ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ACVF from SEC Form 13F filings across 61 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 61 institutions disclosed 813,465 shares of American Conservative Values ETF worth $43.7M — about 28.5% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
61
13F holders
$43.7M
value, 2026 filers
28.5%
of shares outstanding (813,465 sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ACVF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 146,463 | $8.0M | 0.0% | 5.1% | -12.4% |
| 2 | Howard Capital Management, LLCNEW | 81,823 | $4.5M | 0.1% | 2.9% | new |
| 3 | WorthPointe, LLC | 69,792 | $3.8M | 1.0% | 2.4% | -9.1% |
| 4 | Encompass More Asset Management | 44,966 | $2.5M | 0.4% | 1.6% | +10.5% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 41,692 | $2.3M | 0.0% | 1.5% | +4.3% |
| 6 | TopTier Wealth Management, LLC | 31,055 | $1.7M | 1.0% | 1.1% | 0.0% |
| 7 | AE Wealth Management LLC | 29,923 | $1.6M | 0.0% | 1% | -1.8% |
| 8 | MML INVESTORS SERVICES, LLC | 29,650 | $1.6M | 0.0% | 1% | -2.5% |
| 9 | MORGAN STANLEY | 28,627 | $1.6M | 0.0% | 1% | 0.0% |
| 10 | Brookstone Capital Management | 27,857 | $1.5M | 0.0% | 1% | +7.4% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 27,226 | $1.5M | 0.0% | 1% | -3.5% |
| 12 | Farther Finance Advisors, LLC | 18,808 | $1.0M | 0.0% | 0.7% | -5.1% |
| 13 | JPMORGAN CHASE & CONEW | 15,449 | $835,728 | 0.0% | 0.5% | new |
| 14 | OSAIC HOLDINGS, INC. | 13,084 | $713,537 | 0.0% | 0.5% | +11.4% |
| 15 | Creative Planning | 12,331 | $672,402 | 0.0% | 0.4% | 0.0% |
| 16 | RAYMOND JAMES FINANCIAL INC | 12,323 | $671,941 | 0.0% | 0.4% | 0.0% |
| 17 | Cetera Investment Advisers | 12,173 | $663,805 | 0.0% | 0.4% | -3.9% |
| 18 | Clear Creek Financial Management, LLC | 11,936 | $650,883 | 0.0% | 0.4% | +0.1% |
| 19 | Fairman Group, LLC | 11,466 | $625,239 | 0.5% | 0.4% | +0.1% |
| 20 | Integrated Wealth Concepts LLC | 10,370 | $565,474 | 0.0% | 0.4% | 0.0% |
| 21 | McCollum Christoferson Group LLC | 10,060 | $548,566 | 0.2% | 0.4% | +14.1% |
| 22 | Regal Investment Advisors LLC | 8,186 | $446,378 | 0.0% | 0.3% | -19.3% |
| 23 | McKinney Capital Management, LLCNEW | 8,072 | $440,161 | 0.2% | 0.3% | new |
| 24 | Kingsview Wealth Management, LLC | 7,473 | $407,498 | 0.0% | 0.3% | 0.0% |
| 25 | VERUS CAPITAL PARTNERS, LLC | 7,250 | $395,338 | 0.0% | 0.3% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.