AMERICAN CONSERVATIVE VALUES (ACVF) Institutional Ownership Changes & 13F Activity
AMERICAN CONSERVATIVE VALUES (ACVF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Howard Capital Management Inc., Lpl Financial Llc, Jpmorgan Chase & Co, Mckinney Capital Management, Llc, and Verus Capital Partners, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | Buy | +4,798 | — | 4,798 | $261.63K | Q2 2026 | Aug 14, 2026 |
| Ceeto Capital Group, Llc | Sell | -4,000 | -36.4% | 7,000 | $382.00K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Sell | -1,962 | -19.3% | 8,186 | $446.38K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,340 | +11.4% | 13,084 | $713.54K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -300 | -99.7% | 1 | $27.00 | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +7 | +0.1% | 6,100 | $332.65K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1 | +0.0% | 12,323 | $671.94K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -729 | -50.0% | 730 | $39.81K | Q2 2026 | Aug 13, 2026 |
| Rmg Wealth Management Llc | Sell | -36 | -2.1% | 1,716 | $97.13K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +15,449 | — | 15,449 | $835.73K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -492 | -3.9% | 12,173 | $663.80K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +242 | — | 242 | $13.18K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +1 | +0.8% | 132 | $7.17K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Sell | -20,813 | -12.4% | 146,463 | $7.99M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Sell | -764 | -2.5% | 29,650 | $1.62M | Q2 2026 | Aug 07, 2026 |
| Verus Capital Partners, Llc | Buy | +7,250 | — | 7,250 | $395.34K | Q2 2026 | Aug 06, 2026 |
| Winch Advisory Services, Llc | Buy | +4 | +0.1% | 4,367 | $238.15K | Q2 2026 | Aug 06, 2026 |
| Mckinney Capital Management, Llc | Buy | +8,072 | — | 8,072 | $440.16K | Q2 2026 | Aug 05, 2026 |
| Plan Group Financial, Llc | Buy | +4,283 | — | 4,283 | $233.55K | Q2 2026 | Aug 03, 2026 |
| Envestnet Asset Management Inc | Sell | -1,001 | -3.5% | 27,226 | $1.48M | Q2 2026 | Aug 03, 2026 |
| Worthpointe, Llc | Sell | -7,003 | -9.1% | 69,792 | $3.81M | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +888 | +18.4% | 5,706 | $311.00 | Q2 2026 | Jul 30, 2026 |
| Hb Wealth Management, Llc | Buy | +5,144 | — | 5,144 | $280.51K | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Buy | +1,722 | +4.3% | 41,692 | $2.27M | Q2 2026 | Jul 29, 2026 |
| Victory Financial Group, Llc | Sell | -305 | -5.9% | 4,888 | $266.54K | Q2 2026 | Jul 29, 2026 |
| Howard Capital Management Inc. | Buy | +81,823 | — | 81,823 | $4.46M | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | Sell | -282 | -6.1% | 4,305 | $234.75K | Q2 2026 | Jul 28, 2026 |
| Clear Creek Financial Management, Llc | Buy | +13 | +0.1% | 11,936 | $650.88K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Sell | -1,672 | -20.2% | 6,617 | $360.82K | Q2 2026 | Jul 27, 2026 |
| D.A. Davidson & Co. | Sell | -116 | -1.9% | 6,026 | $328.59K | Q2 2026 | Jul 24, 2026 |
Frequently asked questions about ACVF activity
Which institutional owners are buying ACVF?
Institutional owners buying ACVF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ACVF activity?
"Buy" means an investor increased their reported position in ACVF compared to the prior reporting period. This reflects growing exposure to AMERICAN CONSERVATIVE VALUES (ACVF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ACVF increasing?
Institutional interest in ACVF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.