50 tracked 13F filers disclose a position in ACVF as of the latest SEC 13F filings, a combined $38.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $8.0M | 167K | ▲+1.8% Added · +3K sh | Q1 2026 | |
| 2 | Howard Capital Management Inc. | $4.5M | 82K | ▲New +82K sh | Q2 2026 | |
| 3 | WorthPointe, LLC | $3.8M | 70K | ▼−9.1% Reduced · −7K sh | Q2 2026 | |
| 4 | Encompass More Asset Management | $2.5M | 45K | ▲+10% Added · +4K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 40K | ▼−1.6% Reduced · −638 sh | Q1 2026 | |
| 6 | TopTier Wealth Management, LLC | $1.7M | 31K | ▲~0% Added · +8 sh | Q2 2026 | |
| 7 | AE Wealth Management LLC | $1.5M | 30K | ▼−18% Reduced · −6K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $1.4M | 30K | ▼−1.1% Reduced · −327 sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $1.4M | 29K | —Held | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.3M | 28K | ▼−0.3% Reduced · −82 sh | Q1 2026 | |
| 11 | Farther Finance Advisors, LLC | $949K | 20K | ▲77× Added · +20K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $603K | 13K | ▲+0.3% Added · +45 sh | Q1 2026 | |
| 13 | Creative Planning | $587K | 12K | —Held | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $587K | 12K | ▼−5.8% Reduced · −766 sh | Q1 2026 | |
| 15 | Clear Creek Financial Management, LLC | $651K | 12K | ▲+0.1% Added · +13 sh | Q2 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $559K | 12K | ▼−9.1% Reduced · −1K sh | Q1 2026 | |
| 17 | Fairman Group, LLC | $545K | 11K | ▲+130% Added · +6K sh | Q1 2026 | |
| 18 | Integrated Wealth Concepts LLC | $494K | 10K | ▲New +10K sh | Q1 2026 | |
| 19 | Regal Investment Advisors LLC | $483K | 10K | —Held | Q1 2026 | |
| 20 | McCollum Christoferson Group LLC | $549K | 10K | ▲+14% Added · +1K sh | Q2 2026 | |
| 21 | Kingsview Wealth Management, LLC | $356K | 7K | —Held | Q1 2026 | |
| 22 | VERUS CAPITAL PARTNERS, LLC | $345K | 7K | —Held | Q1 2026 | |
| 23 | Private Advisor Group, LLC | $361K | 7K | ▼−20% Reduced · −2K sh | Q2 2026 | |
| 24 | Great Waters Wealth Management | $348K | 6K | ▼−4.9% Reduced · −327 sh | Q2 2026 | |
| 25 | Waverly Advisors, LLC | $290K | 6K | ▲+0.1% Added · +9 sh | Q1 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, 3 funds opened a new position in ACVF and 8 added to an existing one, while 6 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).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 22 funds | $2.3B |
| NVIDIA CORPNVDA | 22 funds | $1.8B |
| MICROSOFT CORPMSFT | 22 funds | $1.4B |
| AMAZON.COM INCAMZN | 22 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 22 funds | $834.9M |
| JPMORGAN CHASE & COJPM | 22 funds | $543.8M |
| TESLA INCTSLA | 22 funds | $418.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $888.9M |
| BROADCOM INCAVGO | 21 funds | $773.3M |
| ALPHABET INC-CL CGOOG | 21 funds | $666.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $560.2M |
Ranked by how many of ACVF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ACVFthis pagemc | 50 funds | $38.5M |
| VSLUFUND | 41 funds | $391.9M |
| FEPImc | 38 funds | $22.7M |
| MSTUT-REX 2X LONG MS | 33 funds | $10.8M |
| TSPYTAPPALPHA SPY GR | 26 funds | $32.4M |
| XRPRREX OSPREY XRP | 25 funds | $7.1M |
| AIPIREX AI EQUITY PR | 21 funds | $6.2M |
| NVDXT REX 2X LONG | 15 funds | $10.2M |
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.