Among active 13F managers last quarter, 4 opened and 9 added, while 7 reduced; the largest holder to move was Howard Capital Management, LLC (new position).
56 tracked 13F filers disclose a position in ACVF as of the latest SEC 13F filings, a combined $39.7M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 167K | $8.0M | ▲+1.8% Added · +3K sh | Q1 2026 | |
| 2 | Howard Capital Management, LLC | 82K | $4.5M | ▲New +82K sh | Q2 2026 | |
| 3 | WorthPointe, LLC | 70K | $3.8M | ▼−9.1% Reduced · −7K sh | Q2 2026 | |
| 4 | Encompass More Asset Management | 45K | $2.5M | ▲+10% Added · +4K sh | Q2 2026 | |
| 5 | Commonwealth Equity Services, LLC | 40K | $1.9M | ▼−1.6% Reduced · −638 sh | Q1 2026 | |
| 6 | TopTier Wealth Management, LLC | 31K | $1.7M | ▲~0% Added · +8 sh | Q2 2026 | |
| 7 | AE Wealth Management LLC | 30K | $1.5M | ▼−18% Reduced · −6K sh | Q1 2026 | |
| 8 | MML Investors Services, LLC | 30K | $1.6M | ▼−2.5% Reduced · −764 sh | Q2 2026 | |
| 9 | Morgan Stanley | 29K | $1.4M | —Held | Q1 2026 | |
| 10 | Envestnet Asset Management Inc | 28K | $1.3M | ▼−0.3% Reduced · −82 sh | Q1 2026 | |
| 11 | Farther Finance Advisors, LLC | 20K | $949K | ▲77× Added · +20K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 13K | $603K | ▲+0.3% Added · +45 sh | Q1 2026 | |
| 13 | Creative Planning | 12K | $587K | —Held | Q1 2026 | |
| 14 | Raymond James Financial Inc | 12K | $587K | ▼−5.8% Reduced · −766 sh | Q1 2026 | |
| 15 | Clear Creek Financial Management, LLC | 12K | $651K | ▲+0.1% Added · +13 sh | Q2 2026 | |
| 16 | Osaic Holdings, Inc. | 12K | $559K | ▼−9.1% Reduced · −1K sh | Q1 2026 | |
| 17 | Fairman Group, LLC | 11K | $625K | ▲+0.1% Added · +14 sh | Q2 2026 | |
| 18 | Integrated Wealth Concepts LLC | 10K | $565K | —Held | Q2 2026 | |
| 19 | McCollum Christoferson Group LLC | 10K | $549K | ▲+14% Added · +1K sh | Q2 2026 | |
| 20 | Regal Investment Advisors LLC | 8K | $446K | ▼−19% Reduced · −2K sh | Q2 2026 | |
| 21 | McKinney Capital Management, LLC | 8K | $440K | ▲New +8K sh | Q2 2026 | |
| 22 | Kingsview Wealth Management, LLC | 7K | $407K | —Held | Q2 2026 | |
| 23 | Verus Capital Partners, LLC | 7K | $395K | —Held | Q2 2026 | |
| 24 | Private Advisor Group, LLC | 7K | $361K | ▼−20% Reduced · −2K sh | Q2 2026 | |
| 25 | Great Waters Wealth Management | 6K | $348K | ▼−4.9% Reduced · −327 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.
Last quarter, 4 funds opened a new position in ACVF and 9 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 27 funds | $2.6B |
| Microsoft CorpMSFT | 27 funds | $1.5B |
| Nvidia CorpNVDA | 26 funds | $2.0B |
| Amazon.com IncAMZN | 26 funds | $1.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 26 funds | $1.0B |
| Alphabet Inc-CL AGOOGL | 26 funds | $932.1M |
| JPMorgan Chase & CoJPM | 26 funds | $643.7M |
| Berkshire Hathaway Inc-CL BBRK/B | 26 funds | $611.0M |
| Tesla IncTSLA | 26 funds | $433.7M |
| Abbvie IncABBV | 26 funds | $361.4M |
| Invesco QQQ Trust Series 1QQQ | 25 funds | $1.6B |
| Broadcom IncAVGO | 25 funds | $838.3M |
Ranked by how many of ACVF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ACVF.
| Class | 13F holders | Value held |
|---|---|---|
| ACVFthis pagemc | 56 funds | $39.7M |
| VSLUMF Closed and MF Open | 50 funds | $449.4M |
| FEPImc | 47 funds | $30.8M |
| MSTUT-REX 2X LONG MS | 38 funds | $14.2M |
| TSPYTAPPALPHA SPY GR | 29 funds | $40.5M |
| AIPIREX AI EQUITY PR | 23 funds | $6.3M |
| XRPRREX OSPREY XRP | 21 funds | $4.7M |
| DYFIIDX DYNAMIC FIXE | 18 funds | $58.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ACVF
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ACVF/capital-change-brief"
Use Arkolith's capital_change_brief for ACVF. 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 ACVF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.