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American Conservative Values ETF

55 hedge funds and large institutions have $35M invested in American Conservative Values ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.3M
Puts
$11M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.96M
W
2
WorthPointe
California
$3.66M
EMAM
3
Encompass More Asset Management
California
$1.94M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.9M
TWM
5
TopTier Wealth Management
Wisconsin
$1.48M
AWM
6
AE Wealth Management
Kansas
$1.45M
MML Investors Services
7
MML Investors Services
Massachusetts
$1.45M
Morgan Stanley
8
Morgan Stanley
New York
$1.36M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.34M
BCM
10
Brookstone Capital Management
Illinois
$1.23M
FFA
11
Farther Finance Advisors
California
$949K
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$603K
Creative Planning
13
Creative Planning
Kansas
$587K
Raymond James Financial
14
Raymond James Financial
Florida
$587K
CCFM
15
Clear Creek Financial Management
Washington
$568K
Osaic Holdings
16
Osaic Holdings
Arizona
$559K
FG
17
Fairman Group
Pennsylvania
$545K
CCG
18
Ceeto Capital Group
Florida
$524K
IWC
19
Integrated Wealth Concepts
Massachusetts
$494K
RIA
20
Regal Investment Advisors
Michigan
$483K
MCG
21
McCollum Christoferson Group
New York
$420K
PAG
22
Private Advisor Group
New Jersey
$395K
KWM
23
Kingsview Wealth Management
Oregon
$356K
VCP
24
Verus Capital Partners
Arizona
$345K
GWWM
25
Great Waters Wealth Management
Minnesota
$320K