ACV

Virtus Divers Inc & ConvertETF
UnclassifiedUSCUSIP 92840N100◍ Confluence graph
Tracked 13F Holders
39
-22 QoQ
13F Value (tracked)
$69.7M
13F Moves · latest Q
10 added
2 trimmed
Recent Filings
15

Who owns ACV?

39 tracked 13F filers

39 tracked 13F filers disclose a position in ACV as of the latest SEC 13F filings, a combined $69.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Advisors Asset Management, Inc.
$20.7M
641K
+88%
Added · +301K sh
Q3 2026
2WELLS FARGO & COMPANY/MN
$11.3M
466K
+0.8%
Added · +4K sh
Q1 2026
3GUGGENHEIM CAPITAL LLC
$7.9M
325K
−10.0%
Reduced · −36K sh
Q1 2026
4LPL Financial LLC
$7.1M
292K
−2.3%
Reduced · −7K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$3.8M
157K
+10%
Added · +15K sh
Q1 2026
6BANK OF AMERICA CORP /DE/
$2.5M
104K
+5.9%
Added · +6K sh
Q1 2026
7MORGAN STANLEY
$2.0M
84K
+2.0%
Added · +2K sh
Q1 2026
8Emissary Wealth LLC
$2.3M
81K
+2.7%
Added · +2K sh
Q2 2026
9ROYAL BANK OF CANADA
$1.8M
74K
+6.5%
Added · +5K sh
Q1 2026
10OSAIC HOLDINGS, INC.
$1.7M
70K
+41%
Added · +21K sh
Q1 2026
11PMG Family Office LLC
$1.2M
44K
+1.4%
Added · +614 sh
Q2 2026
12WORLD EQUITY GROUP, INC.
$1.2M
42K
+22%
Added · +8K sh
Q2 2026
13Apollon Wealth Management, LLC
$623K
26K
+7.0%
Added · +2K sh
Q1 2026
14B. Riley Wealth Advisors, Inc.
$499K
25K
−1.3%
Reduced · −338 sh
Q3 2026
15Gilliland Jeter Wealth Management LLC
$702K
25K
−1.5%
Reduced · −369 sh
Q2 2026
16MCDONALD PARTNERS LLC
$700K
25K
Held
Q2 2026
17DAVENPORT & Co LLC
$618K
22K
−15%
Reduced · −4K sh
Q2 2026
18STIFEL FINANCIAL CORP
$522K
21K
+17%
Added · +3K sh
Q1 2026
19D.A. DAVIDSON & CO.
$303K
11K
−25%
Reduced · −4K sh
Q2 2026
20COMMONWEALTH EQUITY SERVICES, LLC
$240K
10K
−25%
Reduced · −3K sh
Q1 2026
21&PARTNERS
$278K
10K
+2.0%
Added · +193 sh
Q2 2026
22Integrated Wealth Concepts LLC
$276K
10K
Added
Added · +10K sh
Q2 2026
23ENVESTNET ASSET MANAGEMENT INC
$226K
9K
New
+9K sh
Q1 2026
24Shaker Financial Services, LLC
$208K
7K
Added
Added · +7K sh
Q2 2026
25Relyea Zuckerberg Hanson LLC
$206K
7K
Added
Added · +7K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ACV being bought or sold by institutions?

Last quarter, 3 funds opened a new position in ACV and 7 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
7
funds
Reduced
2
funds
Exited
0
funds

Funds that own ACV also own

CompanyCo-held byCombined value
APPLE INCAAPL14 funds$1.8B
NVIDIA CORPNVDA14 funds$1.4B
MICROSOFT CORPMSFT14 funds$1.1B
AMAZON.COM INCAMZN14 funds$913.1M
BROADCOM INCAVGO14 funds$751.6M
INVESCO QQQ TRUST SERIES 1QQQ14 funds$596.8M
WALMART INCWMT14 funds$476.2M
JPMORGAN CHASE & COJPM14 funds$364.2M
ELI LILLY & COLLY14 funds$290.5M
ABBVIE INCABBV14 funds$282.6M
CISCO SYSTEMS INCCSCO14 funds$264.5M
CHEVRON CORPCVX14 funds$262.7M

Ranked by how many of ACV's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

13 funds-11 since Q3 2024
01836Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $8.4M

Recent filings

15 shown

Keep exploring

Connected entities for ACV

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Ask your agent what changed in ACV

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ACV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ACV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ACV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.