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Disclosery

ACVF ETF OPPORTUNITIES TRUST

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AMERICAN CONSER (fund)

60 managers (60 13F filers) reported a position in ACVF shares at 2026-06-30, 812,965 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
60
13F filers
60
New
7
Added
17
Reduced
18
Sold out
2
Shares held by filers
812,965

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC146,463$7.99M<0.01%-20,81313F-HRTimeline
Howard Capital Management, LLC81,823$4.46M0.05%new13F-HRTimeline
WorthPointe, LLC69,792$3.81M0.96%-7,00313F-HRTimeline
Encompass More Asset Management44,966$2.45M0.36%+4,27213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,692$2.27M<0.01%+1,72213F-HRTimeline
TopTier Wealth Management, LLC31,055$1.69M1.02%+813F-HRTimeline
AE Wealth Management LLC29,923$1.63M0.01%-55313F-HRTimeline
MML INVESTORS SERVICES, LLC29,650$1.62M<0.01%-76413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28,627$1.56M<0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management27,857$1.52M0.02%+1,93013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,226$1.48M<0.01%-1,00113F-HRTimelineGroup
Farther Finance Advisors, LLC18,808$1.03M0.01%-1,01713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,449$836K<0.01%+13,88713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,084$714K<0.01%+1,34013F-HRTimelineGroup
Creative Planningin group Creative Planning12,331$672K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,323$672K<0.01%+113F-HRTimelineGroup
Cetera Investment Advisers12,173$664K<0.01%-49213F-HRTimeline
Clear Creek Financial Management, LLC11,936$651K0.04%+1313F-HRTimeline
Fairman Group, LLC11,466$625K0.49%+1413F-HRTimeline
Integrated Wealth Concepts LLC10,370$565K<0.01%013F-HRTimeline
McCollum Christoferson Group LLC10,060$549K0.16%+1,24013F-HRTimeline
Regal Investment Advisors LLC8,186$446K0.02%-1,96213F-HRTimeline
McKinney Capital Management, LLC8,072$440K0.17%new13F-HRTimeline
Kingsview Wealth Management, LLC7,473$407K<0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,250$395K0.02%013F-HRTimeline
Ceeto Capital Group, LLC7,000$382K0.1%-4,00013F-HRTimeline
Private Advisor Group, LLC6,617$361K<0.01%-1,67213F-HRTimeline
Great Waters Wealth Management6,389$348K0.03%-32713F-HRTimeline
Waverly Advisors, LLC6,100$333K<0.01%+713F-HRTimeline
D.A. DAVIDSON & CO.6,026$329K<0.01%-11613F-HRTimeline
Merit Financial Group, LLC5,951$325K<0.01%+713F-HR/ATimeline
Cambridge Investment Research Advisors,…5,706$311K<0.01%+88813F-HR/ATimeline
HB Wealth Management, LLC5,144$281K<0.01%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,888$267K0.03%-30513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,798$262K<0.01%new13F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC4,684$255K0.02%+20513F-HRTimeline
CLG LLC4,415$241K0.05%-39913F-HRTimeline
Winch Advisory Services, LLC4,367$238K0.05%+413F-HRTimeline
Atria Investments, Inc4,305$235K<0.01%-28213F-HRTimeline
Plan Group Financial, LLC4,283$234K0.05%new13F-HRTimeline
FLC Capital Advisors3,722$203K0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,090$114K<0.01%013F-HRTimelineGroup
RMG Wealth Management LLC1,716$97.1K0.01%-3613F-HRTimeline
JNBA Financial Advisors1,081$58.9K<0.01%013F-HRTimeline
Regatta Research & Money Management969$52.8K0.05%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA867$47K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG730$39.8K<0.01%-72913F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC635$34.6K0.01%013F-HRTimeline
Community Financial Services Group, LLC574$31K<0.01%013F-HRTimeline
Larson Financial Group LLC400$21.8K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC350$19.1K<0.01%013F-HRTimeline
Bravera Wealth255$13.9K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…245$13.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC242$13.2K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.132$7.17K<0.01%+113F-HRTimeline
Abound Wealth Management101$5.48K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors75$4.09K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC49$2.67K<0.01%013F-HRTimeline
IFP Advisors, Inc3$164<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%-30013F-HRTimelineGroup