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American Conservative Values (ACVF)

CUSIP: 26923N108 | NYSE | 97 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC126,605
0.0% of portfolio›$6.9M
Howard Capital Management, LLC86,421
0.1% of portfolio›$4.7M
Encompass More Asset Management53,599
0.4% of portfolio›$2.9M
Commonwealth Equity Services, LLC37,264
0.0% of portfolio›$2.0M
TopTier Wealth Management, LLC31,051
1.0% of portfolio›$1.7M
Farther Finance Advisors, LLC19,688
0.0% of portfolio›$1.1M
Simplicity Wealth,LLC14,390
0.0% of portfolio›$783.1K
Brookstone Capital Management13,450
0.0% of portfolio›$731.9K
Creative Planning12,331
0.0% of portfolio›$671.1K
Clear Creek Financial Management, LLC11,948
0.0% of portfolio›$650.2K
Fairman Group, LLC11,478
0.4% of portfolio›$624.6K
McCollum Christoferson Group LLC10,455
0.2% of portfolio›$569.0K
Merit Financial Group, LLC8,737
0.0% of portfolio›$475.4K
McKinney Capital Management, LLC8,355
0.2% of portfolio›$454.7K
Verus Capital Partners, LLC7,250
0.0% of portfolio›$394.5K
Ascentis Independent Advisors7,071
0.0% of portfolio›$384.8K
Cambridge Investment Research Advisors, Inc.6,358
0.0% of portfolio›$346.0K
Great Waters Wealth Management6,287
0.0% of portfolio›$342.1K
D.A. Davidson & Co.5,701
0.0% of portfolio›$310.2K
HB Wealth Management, LLC5,147
0.0% of portfolio›$280.1K
Victory Financial Group, LLC4,851
0.0% of portfolio›$264.0K
Titleist Asset Management, LLC4,689
0.0% of portfolio›$255.2K
Winch Advisory Services, LLC4,371
0.0% of portfolio›$237.9K
Atria Investments, Inc4,204
0.0% of portfolio›$228.8K
Plan Group Financial, LLC4,077
0.0% of portfolio›$224.5K
CLG LLC4,027
0.0% of portfolio›$219.2K
Yankcom Partnership1,878
0.0% of portfolio›$102.2K
RMG Wealth Management LLC1,716
0.0% of portfolio›$94.3K
Jnba Financial Advisors1,081
0.0% of portfolio›$58.8K
Community Financial Services Group, LLC574
0.0% of portfolio›$31.4K
Larson Financial Group LLC452
0.0% of portfolio›$24.6K
William Mack & Associates, Inc.245
0.0% of portfolio›$13.3K
Abound Wealth Management101
0.0% of portfolio›$5.5K
Golden State Wealth Management, LLC49
0.0% of portfolio›$2.7K
IFP Advisors, Inc3
0.0% of portfolio›$163
StyleTurnoverLocationFiled
LPL Financial LLC
126,605$6.9M0.0%IndexVery LowFort Mill, SC2026-11-06
Howard Capital Management, LLC
86,421$4.7M0.1%ETFHighAlpharetta, GA2026-10-16
Encompass More Asset Management
53,599$2.9M0.4%ETFHighDanville, CA2026-10-16
Commonwealth Equity Services, LLC
37,264$2.0M0.0%ETFLowWaltham, MA2026-11-02
TopTier Wealth Management, LLC
31,051$1.7M1.0%ETFVery LowMuskego, WI2026-10-16
Farther Finance Advisors, LLC
19,688$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
Simplicity Wealth,LLC
14,390$783.1K0.0%ETFLowSummit, NJ2026-10-23
Brookstone Capital Management
13,450$731.9K0.0%ETFMediumWheaton, IL2026-10-22
Creative Planning
12,331$671.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Clear Creek Financial Management, LLC
11,948$650.2K0.0%ETFMediumSilverdale, WA2026-10-28
Fairman Group, LLC
11,478$624.6K0.4%ETFLowChesterbrook, PA2026-10-26
McCollum Christoferson Group LLC
10,455$569.0K0.2%GrowthLowAmherst, NY2026-10-13
Merit Financial Group, LLC
8,737$475.4K0.0%ETFLowAlpharetta, GA2026-11-06
McKinney Capital Management, LLC
8,355$454.7K0.2%ValueN/AHouston, TX2026-11-06
Verus Capital Partners, LLC
7,250$394.5K0.0%GrowthLowScottsdale, AZ2026-11-03
Ascentis Independent Advisors
7,071$384.8K0.0%ETFLowDallas, TX2026-11-03
Cambridge Investment Research Advisors, Inc.
6,358$346.0K0.0%ETFLowFairfield, IA2026-11-02
Great Waters Wealth Management
6,287$342.1K0.0%ETFVery LowShoreview, MN2026-10-07
D.A. Davidson & Co.
5,701$310.2K0.0%CoreLowGreat Falls, MT2026-10-28
HB Wealth Management, LLC
5,147$280.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Victory Financial Group, LLC
4,851$264.0K0.0%ETFLowAustin, TX2026-10-27
Titleist Asset Management, LLC
4,689$255.2K0.0%ETFLowSan Antonio, TX2026-10-08
Winch Advisory Services, LLC
4,371$237.9K0.0%GrowthVery LowAppleton, WI2026-11-06
Atria Investments, Inc
4,204$228.8K0.0%CoreMediumCharlotte, NC2026-10-15
Plan Group Financial, LLC
4,077$224.5K0.0%ETFMediumOklahoma City, OK2026-10-22
CLG LLC
4,027$219.2K0.0%ETFMediumLong Beach, CA2026-10-13
Yankcom Partnership
1,878$102.2K0.0%CoreVery LowYankton, SD2026-10-15
RMG Wealth Management LLC
1,716$94.3K0.0%ETFVery HighPlatteville, WI2026-10-26
Jnba Financial Advisors
1,081$58.8K0.0%ETFMediumBloomington, MN2026-11-03
Community Financial Services Group, LLC
574$31.4K0.0%GrowthLowNewport, VT2026-10-15
Larson Financial Group LLC
452$24.6K0.0%GrowthLowSt Louis, MO2026-11-05
William Mack & Associates, Inc.
245$13.3K0.0%ETFLowTroy, MI2026-10-27
Abound Wealth Management
101$5.5K0.0%ETFVery LowFranklin, TN2026-10-26
Golden State Wealth Management, LLC
49$2.7K0.0%ETFMediumSanta Ana, CA2026-11-02
IFP Advisors, Inc
3$1630.0%GrowthLowTampa, FL2026-10-16