AMERICAN CONSERVATIVE VALUES (ACVF) Top Institutional Shareholders
AMERICAN CONSERVATIVE VALUES (ACVF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $33.82M in ACVF holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ACVF tracked by InsiderSet, reporting ownership valued at approximately $7.96M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.94M, representing an estimated gain of +12.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed ACVF value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Worthpointe, Llc, Encompass More Asset Management, and several other long-term asset managers with concentrated positions in AMERICAN CONSERVATIVE VALUES (ACVF).
This page ranks the largest institutional ACVF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
53
Total Reported Value
$33.82M
Largest Holder
Lpl Financial Llc
Largest Position
$7.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 167,276 | $7,964,643 | $8,937,557 | +$972,914 | +12.22% | |
| Worthpointe, Llc | 1.00% | 76,795 | $3,656,513 | $4,103,157 | +$446,644 | +12.22% | |
| Encompass More Asset Management | 0.33% | 40,694 | $1,937,600 | $2,174,280 | +$236,680 | +12.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 39,970 | $1,903,110 | $2,135,597 | +$232,487 | +12.22% | |
| Toptier Wealth Management, Llc | 0.91% | 31,047 | $1,478,247 | $1,658,841 | +$180,594 | +12.22% | |
| Ae Wealth Management Llc | 0.01% | 30,476 | $1,451,073 | $1,628,333 | +$177,260 | +12.22% | |
| Mml Investors Services, Llc | 0.00% | 30,414 | $1,448,148 | $1,625,020 | +$176,872 | +12.21% | |
| Morgan Stanley | 0.00% | 28,627 | $1,363,043 | $1,529,541 | +$166,498 | +12.22% | |
| Envestnet Asset Management Inc | 0.00% | 28,227 | $1,343,991 | $1,508,169 | +$164,178 | +12.22% | |
| Brookstone Capital Management | 0.01% | 25,927 | $1,234,475 | $1,385,280 | +$150,805 | +12.22% | |
| Farther Finance Advisors, Llc | 0.01% | 19,825 | $948,626 | $1,059,250 | +$110,624 | +11.66% | |
| Cetera Investment Advisers | 0.00% | 12,665 | $603,035 | $676,691 | +$73,656 | +12.21% | |
| Creative Planning | 0.00% | 12,331 | $587,127 | $658,845 | +$71,718 | +12.22% | |
| Raymond James Financial Inc | 0.00% | 12,322 | $586,702 | $658,364 | +$71,662 | +12.21% | |
| Clear Creek Financial Management, Llc | 0.04% | 11,923 | $567,680 | $637,046 | +$69,366 | +12.22% | |
| Osaic Holdings, Inc. | 0.00% | 11,744 | $559,213 | $627,482 | +$68,269 | +12.21% | |
| Fairman Group, Llc | 0.47% | 11,452 | $545,264 | $611,880 | +$66,616 | +12.22% | |
| Integrated Wealth Concepts Llc | 0.00% | 10,370 | $493,760 | $554,069 | +$60,309 | +12.21% | |
| Regal Investment Advisors Llc | 0.03% | 10,148 | $483,186 | $542,208 | +$59,022 | +12.22% | |
| Mccollum Christoferson Group Llc | 0.13% | 8,820 | $419,955 | $471,253 | +$51,298 | +12.22% | |
| Private Advisor Group, Llc | 0.00% | 8,289 | $394,666 | $442,881 | +$48,215 | +12.22% | |
| Kingsview Wealth Management, Llc | 0.00% | 7,473 | $355,819 | $399,282 | +$43,463 | +12.22% | |
| Great Waters Wealth Management | 0.03% | 6,716 | $319,775 | $358,836 | +$39,061 | +12.22% | |
| Ascentis Independent Advisors | 0.02% | 6,588 | $313,674 | $351,997 | +$38,323 | +12.22% | |
| D.A. Davidson & Co. | 0.00% | 6,142 | $292,445 | $328,167 | +$35,722 | +12.21% | |
| Waverly Advisors, Llc | 0.00% | 6,093 | $290,103 | $325,549 | +$35,446 | +12.22% | |
| Merit Financial Group, Llc | 0.00% | 5,944 | $283,010 | $317,588 | +$34,578 | +12.22% | |
| Baer Investment Advisory Llc | 0.03% | 5,193 | $247,259 | $277,462 | +$30,203 | +12.22% | |
| Victory Financial Group, Llc | 0.03% | 5,193 | $247,259 | $277,462 | +$30,203 | +12.22% | |
| Clg Llc | 0.06% | 4,814 | $229,229 | $257,212 | +$27,983 | +12.21% | |
| Atria Investments, Inc | 0.00% | 4,587 | $218,405 | $245,083 | +$26,678 | +12.22% | |
| Titleist Asset Management, Llc | 0.02% | 4,479 | $213,265 | $239,313 | +$26,048 | +12.21% | |
| Winch Advisory Services, Llc | 0.05% | 4,363 | $207,728 | $233,115 | +$25,387 | +12.22% | |
| Western Wealth Management, Llc | 0.00% | 2,325 | $110,703 | $124,225 | +$13,522 | +12.21% | |
| Bank Of Montreal | 0.00% | 2,090 | $99,513 | $111,669 | +$12,156 | +12.22% | |
| Rmg Wealth Management Llc | 0.01% | 1,752 | $92,220 | $93,609 | +$1,389 | +1.51% | |
| Ubs Group Ag | 0.00% | 1,459 | $69,469 | $77,954 | +$8,485 | +12.21% | |
| Cwm, Llc | 0.00% | 1,095 | $52,137 | $58,506 | +$6,369 | +12.22% | |
| Jnba Financial Advisors | 0.00% | 1,081 | $51,471 | $57,758 | +$6,287 | +12.21% | |
| Royal Bank Of Canada | 0.00% | 867 | $41,000 | $46,324 | +$5,324 | +12.98% | |
| Community Financial Services Group, Llc | 0.00% | 574 | $27,466 | $30,669 | +$3,203 | +11.66% | |
| Larson Financial Group Llc | 0.00% | 400 | $19,046 | $21,372 | +$2,326 | +12.21% | |
| N.E.W. Advisory Services Llc | 0.00% | 350 | $16,665 | $18,701 | +$2,036 | +12.21% | |
| Wells Fargo & Company/Mn | 0.00% | 301 | $14,314 | $16,082 | +$1,768 | +12.35% | |
| Bravera Wealth | 0.00% | 255 | $12,142 | $13,625 | +$1,483 | +12.21% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 245 | $11,665 | $13,090 | +$1,425 | +12.22% | |
| Harbour Investments, Inc. | 0.00% | 131 | $6,255 | $6,999 | +$744 | +11.90% | |
| Colonial Trust Advisors | 0.00% | 75 | $3,571 | $4,007 | +$436 | +12.22% | |
| Golden State Wealth Management, Llc | 0.00% | 49 | $2,333 | $2,618 | +$285 | +12.22% | |
| Ceeto Capital Group, Llc | 0.16% | 11,000 | $524 | $587,730 | +$587,206 | +112062.21% |
Frequently asked questions about ACVF
Who owns the most ACVF stock?
The largest holders of ACVF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AMERICAN CONSERVATIVE VALUES (ACVF).
Is ACVF widely held by superinvestors?
Many widely followed stocks like ACVF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ACVF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.