26 tracked 13F filers disclose a position in ACVU as of the latest SEC 13F filings, a combined $23.2M 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 | JONES FINANCIAL COMPANIES LLLP | $10.1M | 377K | ▲+27% Added · +80K sh | Q1 2026 | |
| 2 | Modern Wealth Management, LLC | $4.4M | 160K | ▼−0.5% Reduced · −753 sh | Q1 2026 | |
| 3 | Corient Private Wealth LLC | $2.0M | 73K | —Held | Q1 2026 | |
| 4 | LPL Financial LLC | $1.5M | 56K | ▲+3.3% Added · +2K sh | Q1 2026 | |
| 5 | DAVENPORT & Co LLC | $1.5M | 47K | ▼−0.2% Reduced · −102 sh | Q2 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $771K | 28K | ▲+2.0% Added · +545 sh | Q1 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $770K | 28K | ▲+30% Added · +7K sh | Q1 2026 | |
| 8 | Ashton Thomas Private Wealth, LLC | $468K | 15K | —Held | Q2 2026 | |
| 9 | EverSource Wealth Advisors, LLC | $244K | 9K | —Held | Q1 2026 | |
| 10 | Cetera Investment Advisers | $239K | 9K | ▲New +9K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $224K | 8K | ▼−7.3% Reduced · −652 sh | Q1 2026 | |
| 12 | AE Wealth Management LLC | $215K | 8K | ▲New +8K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $210K | 8K | ▼−6.3% Reduced · −521 sh | Q1 2026 | |
| 14 | Revisor Wealth Management LLC | $225K | 7K | ▲New +7K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $141K | 5K | ▼−16% Reduced · −969 sh | Q1 2026 | |
| 16 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $88K | 3K | ▼−37% Reduced · −2K sh | Q1 2026 | |
| 17 | CWM, LLC | $43K | 2K | —Held | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $37K | 1K | ▲+6.6% Added · +84 sh | Q1 2026 | |
| 19 | HARBOUR INVESTMENTS, INC. | $22K | 808 | ▲New +808 sh | Q1 2026 | |
| 20 | UBS Group AG | $13K | 496 | ▲New +496 sh | Q1 2026 | |
| 21 | Capital Investment Advisory Services, LLC | $14K | 438 | —Held | Q2 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $10K | 373 | —Held | Q1 2026 | |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $11K | 350 | —Held | Q2 2026 | |
| 24 | FMR LLC | $6K | 218 | —Held | Q1 2026 | |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2K | 79 | ▲New +79 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, 1 fund opened a new position in ACVU, while 1 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 |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 5 funds | $269.3M |
| APPLE INCAAPL | 5 funds | $206.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 5 funds | $193.0M |
| FIRST TRUST SMID CAP RISINGSDVY | 5 funds | $157.8M |
| VANGUARD VALUE ETFVTV | 5 funds | $150.3M |
| NVIDIA CORPNVDA | 5 funds | $140.6M |
| VANGUARD GROWTH ETFVUG | 5 funds | $112.6M |
| AMAZON.COM INCAMZN | 5 funds | $105.6M |
| ISHARES CORE S&P MIDCAP ETFIJH | 5 funds | $99.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $98.2M |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $94.3M |
| AVANTIS EMERGING MARKETS EQAVEM | 5 funds | $94.1M |
Ranked by how many of ACVU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HTRBTOTAL RTRN ETF | 104 funds | $1.3B |
| HMOPUIT EXCHANGE TRADED | 98 funds | $546.5M |
| HFSImc | 62 funds | $539.0M |
| HTABSCHRDRS TAX BD | 41 funds | $232.6M |
| ACVUthis pageHARTFORD QUALITY | 26 funds | $23.2M |
| TRPAETF | 24 funds | $80.5M |
| HCRBFUND | 21 funds | $150.0M |
| HFGOLARGE CAP GRWT | 12 funds | $24.4M |
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 ACVU
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/ACVU/capital-change-brief"
Use Arkolith's capital_change_brief for ACVU. 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 ACVU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.