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Disclosery

ACVF ETF OPPORTUNITIES TRUST

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AMERICAN CONSER (fund)

48 managers (48 13F filers) reported a position in ACVF shares at 2025-12-31, 714,041 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
48
13F filers
48
New
5
Added
22
Reduced
7
Sold out
4
Shares held by filers
714,041

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC164,393$8.12M<0.01%-2,62313F-HRTimeline
WorthPointe, LLC95,883$4.74M1.24%new13F-HRTimeline
Encompass More Asset Management40,865$2.02M0.37%+14,88613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,608$2.01M<0.01%-3,38713F-HRTimeline
AE Wealth Management LLC36,964$1.83M0.01%+5,40713F-HRTimeline
TopTier Wealth Management, LLC31,033$1.53M1.04%13F-HRTimeline
MML INVESTORS SERVICES, LLC30,741$1.52M<0.01%+5,72713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28,627$1.41M<0.01%+5013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,309$1.4M<0.01%-7413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management24,514$1.21M0.01%+98613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,088$646K<0.01%+4,86813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,918$638K<0.01%-88113F-HRTimelineGroup
Cetera Investment Advisers12,620$623K<0.01%+1,53913F-HRTimeline
Creative Planningin group Creative Planning12,331$609K<0.01%013F-HRTimelineGroup
Clear Creek Financial Management, LLC11,856$586K0.05%+51513F-HRTimeline
Ceeto Capital Group, LLC11,000$543K0.16%013F-HRTimeline
Regal Investment Advisors LLC10,148$501K0.03%new13F-HRTimeline
McCollum Christoferson Group LLC9,420$465K0.13%+1,05013F-HRTimeline
Private Advisor Group, LLC8,141$402K<0.01%+25213F-HRTimeline
Kingsview Wealth Management, LLC7,473$369K0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,250$358K0.02%013F-HR/ATimeline
Great Waters Wealth Management6,659$329K0.04%+1013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,324$312K0.05%+5813F-HRTimelineGroup
Betterment LLC6,212$307K<0.01%-10113F-HRTimeline
Waverly Advisors, LLC6,084$300K<0.01%+913F-HRTimeline
Merit Financial Group, LLC5,935$293K<0.01%+813F-HRTimeline
D.A. DAVIDSON & CO.5,922$292K<0.01%+10913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,862$290K0.04%+20113F-HRTimeline
Fairman Group, LLC4,976$246K0.2%+713F-HRTimeline
CLG LLC4,807$237K0.06%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.4,798$237K<0.01%+4,66713F-HRTimeline
Cambridge Investment Research Advisors,…4,750$235K<0.01%+313F-HRTimeline
Winch Advisory Services, LLC4,357$215K0.05%+513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,090$103K<0.01%+20613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,718$84.9K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,095$54K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors1,081$53.4K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA867$43K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC635$31.4K0.01%013F-HRTimeline
Larson Financial Group LLC400$19.8K<0.01%-1,50013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN301$14.8K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC256$12.6K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…245$12.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC241$11.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO117$5.78K<0.01%-5813F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors75$3.7K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC49$2.42K<0.01%013F-HRTimeline
IFP Advisors, Inc3$148<0.01%013F-HRTimeline