A
American Conservative Values
ACVF • ARCA
American Conservative Values is an exchange-traded fund on ARCA. As of Q3 2025, 44 institutional investors hold shares in this ETF, with total holdings valued at $27.3M. LPL Financial LLC is the largest holder with a position valued at $8.2M.
Overview
Overview of institutional ownership in ACVF as of Q3 2025
All Institutions
- Institutions
- 44
- Value Held
- $27.3M
- Shares Held
- 553.3K
- Avg Position
- $619.9K
- Median Position
- $304.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in ACVF as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $8.2M 0.00% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $2.2M 0.00% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $1.6M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.4M 0.00% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.4M 0.00% of portfolio |
 Encompass More Asset Management RIA/Wealth | $1.3M 0.26% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $1.2M 0.00% of portfolio |
 Brookstone Capital Management RIA/Wealth | $1.2M 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $674.9K 0.00% of portfolio |
 Creative Planning RIA/Wealth | $608.0K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ACVF in Q3 2025
- Traded
- −$346.3K
- Buyers
- 20
- Sellers
- 14
- Total Bought
- +$1.5M
- Total Sold
- −$1.8M
- Avg Position
- $568.2K
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$524.4K +10.6K shares |
AE Wealth Management LLC RIA/Wealth | +$466.6K +9.5K shares |
Encompass More Asset Management RIA/Wealth | +$233.9K +4.7K shares |
 Larson Financial Group LLC RIA/Wealth | +$93.7K +1.9K shares |
 Great Waters Wealth Management RIA/Wealth | +$34.6K +702.0 shares |
 Cetera Investment Advisers RIA/Wealth | +$31.5K +638.0 shares |
 Private Advisor Group, LLC RIA/Wealth | +$21.7K +440.0 shares |
A Advisor Group Holdings, Inc. Institution | +$21.1K +432.0 shares |
+$12.1K +245.0 shares | |
 JPMORGAN CHASE & CO Institution | +$8.6K +175.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$834.7K −16.9K shares |
 Empirical Financial Services, LLC RIA/Wealth | −$464.9K −9.9K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | −$239.0K −4.8K shares |
 UBS Group AG Institution | −$148.6K −3.2K shares |
S S.A. Mason LLC RIA/Wealth | −$38.0K −805.0 shares |
 Clear Creek Financial Management, LLC RIA/Wealth | −$16.9K −342.0 shares |
 Betterment LLC RIA/Wealth | −$15.6K −317.0 shares |
Brookstone Capital Management RIA/Wealth | −$12.4K −252.0 shares |
−$12.3K −250.0 shares | |
 Golden State Equity Partners RIA/Wealth | −$8.0K −162.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ACVF in Q3 2025
- New Positions
- 2
- New Value
- $102.3K
- Exited Positions
- 4
- Exited Value
- $651.5K
New Positions
| Institution | Position Value |
|---|---|
Larson Financial Group LLC RIA/Wealth | $93.7K 1.9K shares |
JPMORGAN CHASE & CO Institution | $8.6K 175.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Empirical Financial Services, LLC RIA/Wealth | $464.9K 9.9K shares |
UBS Group AG Institution | $148.6K 3.2K shares |
S S.A. Mason LLC RIA/Wealth | $38.0K 805.0 shares |
 FMR LLC Institution | $47.0 1.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in ACVF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with ACVF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Encompass More Asset Management RIA/Wealth | 0.26% $1.3M |
 Fairman Group, LLC RIA/Wealth | 0.20% $245.0K |
 Cito Capital Group, LLC RIA/Wealth | 0.16% $542.4K |
M McCollum Christoferson Group LLC RIA/Wealth | 0.12% $412.7K |
C CLG LLC RIA/Wealth | 0.07% $236.7K |
Golden State Equity Partners RIA/Wealth | 0.05% $309.0K |
Clear Creek Financial Management, LLC RIA/Wealth | 0.05% $559.2K |
 Winch Advisory Services, LLC RIA/Wealth | 0.05% $214.6K |
Great Waters Wealth Management RIA/Wealth | 0.04% $327.8K |
 VICTORY FINANCIAL GROUP, LLC RIA/Wealth | 0.04% $279.1K |