IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

American Conservative Values (ACVF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares126,605 from 146,463
Change-19,858 (-14%)
Value$6.9M (-$1.1M)
Filed 2026-11-06
Howard Capital Management, LLC
INCREASED
Shares86,421 from 81,823
Change+4,598 (+6%)
Value$4.7M (+$241.3K)
Filed 2026-10-16
Encompass More Asset Management
INCREASED
Shares53,599 from 44,966
Change+8,633 (+19%)
Value$2.9M (+$464.9K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares37,264 from 41,692
Change-4,428 (-11%)
Value$2.0M (-$245.5K)
Filed 2026-11-02
TopTier Wealth Management, LLC
DECREASED
Shares31,051 from 31,055
Change-4 (0%)
Value$1.7M (-$3.6K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares19,688 from 18,808
Change+880 (+5%)
Value$1.1M (+$45.8K)
Filed 2026-10-08
Simplicity Wealth,LLC
NEW
Shares14,390
Change+14,390
Value$783.1K
Filed 2026-10-23
Brookstone Capital Management
DECREASED
Shares13,450 from 27,857
Change-14,407 (-52%)
Value$731.9K (-$787.1K)
Filed 2026-10-22
Creative Planning
UNCHANGED
Shares12,331 from 12,331
Change0 (0%)
Value$671.1K (-$1.3K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
INCREASED
Shares11,948 from 11,936
Change+12 (+0%)
Value$650.2K (-$699)
Filed 2026-10-28
Fairman Group, LLC
INCREASED
Shares11,478 from 11,466
Change+12 (+0%)
Value$624.6K (-$620)
Filed 2026-10-26
McCollum Christoferson Group LLC
INCREASED
Shares10,455 from 10,060
Change+395 (+4%)
Value$569.0K (+$20.4K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares8,737 from 5,951
Change+2,786 (+47%)
Value$475.4K (+$150.9K)
Filed 2026-11-06
McKinney Capital Management, LLC
INCREASED
Shares8,355 from 8,072
Change+283 (+4%)
Value$454.7K (+$14.5K)
Filed 2026-11-06
Verus Capital Partners, LLC
UNCHANGED
Shares7,250 from 7,250
Change0 (0%)
Value$394.5K (-$793)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares7,071
Change+7,071
Value$384.8K
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares6,358 from 5,706
Change+652 (+11%)
Value$346.0K (+$35.0K)
Filed 2026-11-02
Great Waters Wealth Management
DECREASED
Shares6,287 from 6,389
Change-102 (-2%)
Value$342.1K (-$6.2K)
Filed 2026-10-07
D.A. Davidson & Co.
DECREASED
Shares5,701 from 6,026
Change-325 (-5%)
Value$310.2K (-$18.3K)
Filed 2026-10-28
HB Wealth Management, LLC
INCREASED
Shares5,147 from 5,144
Change+3 (+0%)
Value$280.1K (-$416)
Filed 2026-10-23
Victory Financial Group, LLC
DECREASED
Shares4,851 from 4,888
Change-37 (-1%)
Value$264.0K (-$2.6K)
Filed 2026-10-27
Titleist Asset Management, LLC
INCREASED
Shares4,689 from 4,684
Change+5 (+0%)
Value$255.2K (-$279)
Filed 2026-10-08
Winch Advisory Services, LLC
INCREASED
Shares4,371 from 4,367
Change+4 (+0%)
Value$237.9K (-$270)
Filed 2026-11-06
Atria Investments, Inc
DECREASED
Shares4,204 from 4,305
Change-101 (-2%)
Value$228.8K (-$6.0K)
Filed 2026-10-15
Plan Group Financial, LLC
DECREASED
Shares4,077 from 4,283
Change-206 (-5%)
Value$224.5K (-$9.0K)
Filed 2026-10-22
CLG LLC
DECREASED
Shares4,027 from 4,415
Change-388 (-9%)
Value$219.2K (-$21.6K)
Filed 2026-10-13
Yankcom Partnership
NEW
Shares1,878
Change+1,878
Value$102.2K
Filed 2026-10-15
RMG Wealth Management LLC
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$94.3K (-$2.8K)
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares1,081 from 1,081
Change0 (0%)
Value$58.8K (-$118)
Filed 2026-11-03
Community Financial Services Group, LLC
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$31.4K (+$377)
Filed 2026-10-15
Larson Financial Group LLC
INCREASED
Shares452 from 400
Change+52 (+13%)
Value$24.6K (+$2.8K)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares245
Change+245
Value$13.3K
Filed 2026-10-27
Abound Wealth Management
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$5.5K (-$11)
Filed 2026-10-26
Golden State Wealth Management, LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$2.7K (-$5)
Filed 2026-11-02
IFP Advisors, Inc
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$163 (-$1)
Filed 2026-10-16
Tucker Asset Management LLC
CLOSED
Shares0 from 635
Change-635 (-100%)
Value$0 (-$34.6K)
Filed 2026-10-29
WorthPointe, LLC
N/A
Shares— from 69,792
Change-69,792 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 29,923
Change-29,923 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 29,650
Change-29,650 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 28,627
Change-28,627 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 27,226
Change-27,226 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,449
Change-15,449 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,084
Change-13,084 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,323
Change-12,323 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,173
Change-12,173 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,186
Change-8,186 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,473
Change-7,473 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,617
Change-6,617 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,798
Change-4,798 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 969
Change-969 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 867
Change-867 (-100%)
Value—
UBS Group AG
N/A
Shares— from 730
Change-730 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 640
Change-640 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 640
Change-640 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 255
Change-255 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 245
Change-245 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 75
Change-75 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED126,605146,463-19,858-14%$8.0M$6.9M-$1.1M2026-11-06
Howard Capital Management, LLC
INCREASED86,42181,823+4,598+6%$4.5M$4.7M+$241.3K2026-10-16
Encompass More Asset Management
INCREASED53,59944,966+8,633+19%$2.5M$2.9M+$464.9K2026-10-16
Commonwealth Equity Services, LLC
DECREASED37,26441,692-4,428-11%$2.3M$2.0M-$245.5K2026-11-02
TopTier Wealth Management, LLC
DECREASED31,05131,055-40%$1.7M$1.7M-$3.6K2026-10-16
Farther Finance Advisors, LLC
INCREASED19,68818,808+880+5%$1.0M$1.1M+$45.8K2026-10-08
Simplicity Wealth,LLC
NEW14,390—+14,390——$783.1K—2026-10-23
Brookstone Capital Management
DECREASED13,45027,857-14,407-52%$1.5M$731.9K-$787.1K2026-10-22
Creative Planning
UNCHANGED12,33112,33100%$672.4K$671.1K-$1.3K2026-11-02
Clear Creek Financial Management, LLC
INCREASED11,94811,936+12+0%$650.9K$650.2K-$6992026-10-28
Fairman Group, LLC
INCREASED11,47811,466+12+0%$625.2K$624.6K-$6202026-10-26
McCollum Christoferson Group LLC
INCREASED10,45510,060+395+4%$548.6K$569.0K+$20.4K2026-10-13
Merit Financial Group, LLC
INCREASED8,7375,951+2,786+47%$324.5K$475.4K+$150.9K2026-11-06
McKinney Capital Management, LLC
INCREASED8,3558,072+283+4%$440.2K$454.7K+$14.5K2026-11-06
Verus Capital Partners, LLC
UNCHANGED7,2507,25000%$395.3K$394.5K-$7932026-11-03
Ascentis Independent Advisors
NEW7,071—+7,071——$384.8K—2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED6,3585,706+652+11%$311.0K$346.0K+$35.0K2026-11-02
Great Waters Wealth Management
DECREASED6,2876,389-102-2%$348.4K$342.1K-$6.2K2026-10-07
D.A. Davidson & Co.
DECREASED5,7016,026-325-5%$328.6K$310.2K-$18.3K2026-10-28
HB Wealth Management, LLC
INCREASED5,1475,144+3+0%$280.5K$280.1K-$4162026-10-23
Victory Financial Group, LLC
DECREASED4,8514,888-37-1%$266.5K$264.0K-$2.6K2026-10-27
Titleist Asset Management, LLC
INCREASED4,6894,684+5+0%$255.4K$255.2K-$2792026-10-08
Winch Advisory Services, LLC
INCREASED4,3714,367+4+0%$238.2K$237.9K-$2702026-11-06
Atria Investments, Inc
DECREASED4,2044,305-101-2%$234.7K$228.8K-$6.0K2026-10-15
Plan Group Financial, LLC
DECREASED4,0774,283-206-5%$233.5K$224.5K-$9.0K2026-10-22
CLG LLC
DECREASED4,0274,415-388-9%$240.8K$219.2K-$21.6K2026-10-13
Yankcom Partnership
NEW1,878—+1,878——$102.2K—2026-10-15
RMG Wealth Management LLC
UNCHANGED1,7161,71600%$97.1K$94.3K-$2.8K2026-10-26
Jnba Financial Advisors
UNCHANGED1,0811,08100%$58.9K$58.8K-$1182026-11-03
Community Financial Services Group, LLC
UNCHANGED57457400%$31.0K$31.4K+$3772026-10-15
Larson Financial Group LLC
INCREASED452400+52+13%$21.8K$24.6K+$2.8K2026-11-05
William Mack & Associates, Inc.
NEW245—+245——$13.3K—2026-10-27
Abound Wealth Management
UNCHANGED10110100%$5.5K$5.5K-$112026-10-26
Golden State Wealth Management, LLC
UNCHANGED494900%$2.7K$2.7K-$52026-11-02
IFP Advisors, Inc
UNCHANGED3300%$164$163-$12026-10-16
Tucker Asset Management LLC
CLOSED0635-635-100%$34.6K$0-$34.6K2026-10-29
WorthPointe, LLC
N/A—69,792-69,792-100%$3.8M———
AE Wealth Management LLC
N/A—29,923-29,923-100%$1.6M———
MML Investors Services, LLC
N/A—29,650-29,650-100%$1.6M———
Morgan Stanley
N/A—28,627-28,627-100%$1.6M———
Envestnet Asset Management Inc
N/A—27,226-27,226-100%$1.5M———
JPMorgan Chase & Co
N/A—15,449-15,449-100%$835.7K———
Osaic Holdings, Inc.
N/A—13,084-13,084-100%$713.5K———
Raymond James Financial Inc
N/A—12,323-12,323-100%$671.9K———
Cetera Investment Advisers
N/A—12,173-12,173-100%$663.8K———
Integrated Wealth Concepts LLC
N/A—10,370-10,370-100%$565.5K———
Regal Investment Advisors LLC
N/A—8,186-8,186-100%$446.4K———
Kingsview Wealth Management, LLC
N/A—7,473-7,473-100%$407.5K———
Ceeto Capital Group, LLC
N/A—7,000-7,000-100%$382.0K———
Private Advisor Group, LLC
N/A—6,617-6,617-100%$360.8K———
Waverly Advisors, LLC
N/A—6,100-6,100-100%$332.7K———
Susquehanna International Group, LLP
N/A—4,798-4,798-100%$261.6K———
FLC Capital Advisors
N/A—3,722-3,722-100%$203.0K———
Bank of Montreal
N/A—2,090-2,090-100%$114.0K———
Regatta Research & Money Management
N/A—969-969-100%$52.8K———
Royal Bank of Canada
N/A—867-867-100%$47.0K———
UBS Group AG
N/A—730-730-100%$39.8K———
BFC Planning, Inc.
N/A—640-640-100%$34.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—640-640-100%$34.9K———
N.E.W. Advisory Services LLC
N/A—350-350-100%$19.1K———
Bravera Wealth
N/A—255-255-100%$13.9K———
Steward Partners Investment Advisory, LLC
N/A—245-245-100%$13.4K———
NewEdge Advisors, LLC
N/A—242-242-100%$13.2K———
Harbour Investments, Inc.
N/A—132-132-100%$7.2K———
Colonial Trust Advisors
N/A—75-75-100%$4.1K———
Wells Fargo & Company
N/A—1-1-100%$27———
Showing 66 of 66 institutions