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Disclosery

ACVF ETF OPPORTUNITIES TRUST

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AMERICAN CONSER (fund)

55 managers (55 13F filers) reported a position in ACVF shares at 2026-03-31, 733,341 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
55
13F filers
55
New
8
Added
17
Reduced
12
Sold out
1
Shares held by filers
733,341

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC167,276$7.96M<0.01%+2,88313F-HRTimeline
WorthPointe, LLC76,795$3.66M1%-19,08813F-HRTimeline
Encompass More Asset Management40,694$1.94M0.33%-17113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,970$1.9M<0.01%-63813F-HRTimeline
TopTier Wealth Management, LLC31,047$1.48M0.91%+1413F-HRTimeline
AE Wealth Management LLC30,476$1.45M0.01%-6,48813F-HRTimeline
MML INVESTORS SERVICES, LLC30,414$1.45M<0.01%-32713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28,627$1.36M<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,227$1.34M<0.01%-8213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management25,927$1.23M0.01%+1,41313F-HRTimelineGroup
Farther Finance Advisors, LLC19,825$949K0.01%+19,56913F-HRTimeline
Cetera Investment Advisers12,665$603K<0.01%+4513F-HRTimeline
Creative Planningin group Creative Planning12,331$587K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,322$587K<0.01%-76613F-HRTimelineGroup
Clear Creek Financial Management, LLC11,923$568K0.04%+6713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,744$559K<0.01%-1,17413F-HRTimelineGroup
Fairman Group, LLC11,452$545K0.47%+6,47613F-HRTimeline
Ceeto Capital Group, LLC11,000$524K0.16%013F-HRTimeline
Integrated Wealth Concepts LLC10,370$494K<0.01%new13F-HRTimeline
Regal Investment Advisors LLC10,148$483K0.03%013F-HRTimeline
McCollum Christoferson Group LLC8,820$420K0.13%-60013F-HRTimeline
Private Advisor Group, LLC8,289$395K<0.01%+14813F-HRTimeline
Kingsview Wealth Management, LLC7,473$356K<0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,250$345K0.02%013F-HRTimeline
Great Waters Wealth Management6,716$320K0.03%+5713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,588$314K0.02%+26413F-HRTimelineGroup
D.A. DAVIDSON & CO.6,142$292K<0.01%+22013F-HRTimeline
Waverly Advisors, LLC6,093$290K<0.01%+913F-HRTimeline
Merit Financial Group, LLC5,944$283K<0.01%+913F-HRTimeline
Betterment LLC5,374$256K<0.01%-83813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,193$247K0.03%-66913F-HRTimeline
CLG LLC4,814$229K0.06%+713F-HRTimeline
Cambridge Investment Research Advisors,…4,818$229K<0.01%+6813F-HRTimeline
Atria Investments, Inc4,587$218K<0.01%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,479$213K0.02%new13F-HRTimeline
Winch Advisory Services, LLC4,363$208K0.05%+613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,090$99.5K<0.01%013F-HRTimelineGroup
RMG Wealth Management LLC1,752$92.2K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,562$72.6K<0.01%+1,44513F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,459$69.5K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,095$52.1K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors1,081$51.5K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA867$41K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC635$30.2K0.01%013F-HRTimeline
Community Financial Services Group, LLC574$27.5K<0.01%new13F-HRTimeline
Larson Financial Group LLC400$19K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC350$16.7K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN301$14.3K<0.01%013F-HR/ATimelineGroup
Bravera Wealth255$12.1K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…245$11.7K<0.01%013F-HRTimeline
NewEdge Advisors, LLC241$11.5K<0.01%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.131$6.25K<0.01%-4,66713F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors75$3.57K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC49$2.33K<0.01%013F-HRTimeline
IFP Advisors, Inc3$143<0.01%013F-HRTimeline