ACVF Institutional Ownership & Shareholders
AMERICAN CONSERVATIVE VALUES (ACVF) is currently held by 60 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $42.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ACVF tracked by InsiderSet, reporting ownership valued at approximately $7.99M in its June 30, 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 $8.03M, representing an estimated gain of +0.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed ACVF value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Howard Capital Management Inc., Worthpointe, Llc, 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
60
Total Reported Value
$42.49M
Largest Holder
Lpl Financial Llc
Largest Position
$7.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
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% | 146,463 | $7,986,563 | $8,026,875 | +$40,312 | +0.50% | |
| Howard Capital Management Inc. | 0.06% | 86,421 | $4,703,044 | $4,736,286 | +$33,242 | +0.71% | |
| Worthpointe, Llc | 0.96% | 69,792 | $3,805,713 | $3,824,937 | +$19,224 | +0.51% | |
| Encompass More Asset Management | 0.41% | 53,599 | $2,916,858 | $2,937,482 | +$20,624 | +0.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,692 | $2,273,460 | $2,284,922 | +$11,462 | +0.50% | |
| Toptier Wealth Management, Llc | 0.99% | 31,051 | $1,689,817 | $1,701,744 | +$11,927 | +0.71% | |
| Mml Investors Services, Llc | 0.00% | 29,650 | $1,616,817 | $1,624,962 | +$8,145 | +0.50% | |
| Morgan Stanley | 0.00% | 28,627 | $1,561,013 | $1,568,897 | +$7,884 | +0.51% | |
| Envestnet Asset Management Inc | 0.00% | 27,226 | $1,484,623 | $1,492,115 | +$7,492 | +0.50% | |
| Farther Finance Advisors, Llc | 0.01% | 19,688 | $1,071,421 | $1,078,997 | +$7,576 | +0.71% | |
| Jpmorgan Chase & Co | 0.00% | 15,449 | $835,728 | $846,679 | +$10,951 | +1.31% | |
| Simplicity Wealth,Llc | 0.02% | 14,390 | $783,093 | $788,641 | +$5,548 | +0.71% | |
| Brookstone Capital Management | 0.01% | 13,450 | $731,934 | $737,125 | +$5,191 | +0.71% | |
| Osaic Holdings, Inc. | 0.00% | 13,084 | $713,537 | $717,066 | +$3,529 | +0.49% | |
| Raymond James Financial Inc | 0.00% | 12,323 | $671,941 | $675,360 | +$3,419 | +0.51% | |
| Cetera Investment Advisers | 0.00% | 12,173 | $663,805 | $667,139 | +$3,334 | +0.50% | |
| Clear Creek Financial Management, Llc | 0.05% | 11,948 | $650,184 | $654,808 | +$4,624 | +0.71% | |
| Fairman Group, Llc | 0.45% | 11,478 | $624,619 | $629,049 | +$4,430 | +0.71% | |
| Mccollum Christoferson Group Llc | 0.17% | 10,455 | $568,961 | $572,984 | +$4,023 | +0.71% | |
| Integrated Wealth Concepts Llc | 0.00% | 10,370 | $565,474 | $568,326 | +$2,852 | +0.50% | |
| Regal Investment Advisors Llc | 0.02% | 8,186 | $446,378 | $448,632 | +$2,254 | +0.50% | |
| Mckinney Capital Management, Llc | 0.17% | 8,072 | $440,161 | $442,384 | +$2,223 | +0.51% | |
| Kingsview Wealth Management, Llc | 0.00% | 7,473 | $407,498 | $409,556 | +$2,058 | +0.51% | |
| Verus Capital Partners, Llc | 0.02% | 7,250 | $395,338 | $397,335 | +$1,997 | +0.51% | |
| Ceeto Capital Group, Llc | 0.10% | 7,000 | $382,000 | $383,634 | +$1,634 | +0.43% | |
| Private Advisor Group, Llc | 0.00% | 6,617 | $360,820 | $362,643 | +$1,823 | +0.51% | |
| Great Waters Wealth Management | 0.03% | 6,287 | $342,139 | $344,558 | +$2,419 | +0.71% | |
| Waverly Advisors, Llc | 0.00% | 6,100 | $332,654 | $334,309 | +$1,655 | +0.50% | |
| Merit Financial Group, Llc | 0.00% | 5,951 | $324,521 | $326,143 | +$1,622 | +0.50% | |
| D.A. Davidson & Co. | 0.00% | 5,701 | $310,248 | $312,442 | +$2,194 | +0.71% | |
| Hb Wealth Management, Llc | 0.00% | 5,147 | $280,091 | $282,080 | +$1,989 | +0.71% | |
| Victory Financial Group, Llc | 0.02% | 4,851 | $263,980 | $265,858 | +$1,878 | +0.71% | |
| Susquehanna International Group, Llp | 0.00% | 4,798 | $261,632 | $262,953 | +$1,321 | +0.51% | |
| Titleist Asset Management, Llc | 0.02% | 4,689 | $255,156 | $256,980 | +$1,824 | +0.71% | |
| Winch Advisory Services, Llc | 0.05% | 4,367 | $238,154 | $239,333 | +$1,179 | +0.49% | |
| Atria Investments, Inc | 0.00% | 4,204 | $228,782 | $230,399 | +$1,617 | +0.71% | |
| Plan Group Financial, Llc | 0.04% | 4,077 | $224,509 | $223,439 | -$1,070 | -0.48% | |
| Clg Llc | 0.05% | 4,027 | $219,152 | $220,699 | +$1,547 | +0.71% | |
| Flc Capital Advisors | 0.03% | 3,722 | $202,958 | $203,983 | +$1,025 | +0.51% | |
| Bank Of Montreal | 0.00% | 2,090 | $113,966 | $114,542 | +$576 | +0.51% | |
| Yankcom Partnership | 0.04% | 1,878 | $102,201 | $102,923 | +$722 | +0.71% | |
| Rmg Wealth Management Llc | 0.01% | 1,716 | $94,312 | $94,045 | -$267 | -0.28% | |
| Jnba Financial Advisors | 0.00% | 1,081 | $58,947 | $59,244 | +$297 | +0.50% | |
| Cwm, Llc | 0.00% | 1,095 | $52,137 | $60,011 | +$7,874 | +15.10% | |
| Royal Bank Of Canada | 0.00% | 867 | $47,000 | $47,516 | +$516 | +1.10% | |
| Ubs Group Ag | 0.00% | 730 | $39,806 | $40,008 | +$202 | +0.51% | |
| Community Financial Services Group, Llc | 0.00% | 574 | $31,414 | $31,458 | +$44 | +0.14% | |
| Larson Financial Group Llc | 0.00% | 400 | $21,812 | $21,922 | +$110 | +0.50% | |
| N.E.W. Advisory Services Llc | 0.00% | 350 | $19,085 | $19,182 | +$97 | +0.51% | |
| Bravera Wealth | 0.01% | 255 | $13,905 | $13,975 | +$70 | +0.51% |
Frequently asked questions about ACVF
Who are the largest institutional holders of ACVF?
The largest institutional holders of ACVF reported in the latest SEC Form 13F filings include Lpl Financial Llc, Howard Capital Management Inc., Worthpointe, Llc, Encompass More Asset Management, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported ACVF position.
What is ACVF institutional ownership?
This page tracks ACVF positions reported by institutional investment managers through SEC Form 13F. AMERICAN CONSERVATIVE VALUES (ACVF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ACVF?
InsiderSet currently tracks 60 institutional managers reporting ACVF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ACVF shareholders.
How much ACVF stock do institutions own?
Institutional investment managers disclosed approximately $42.49M in ACVF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ACVF institutional ownership last updated?
The latest ACVF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ACVF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ACVF position after the reporting date.
Are institutions buying or selling ACVF?
Institutional buying and selling can be analyzed by comparing ACVF positions across consecutive 13F reporting periods. InsiderSet's ACVF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ACVF ownership changes.
How has ACVF institutional ownership changed over time?
InsiderSet tracks ACVF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.