Among active 13F managers last quarter, 3 opened and 1 reduced; the largest holder to move was Citadel Advisors LLC (new position).
29 tracked 13F filers disclose a position in ACVU as of the latest SEC 13F filings, a combined $24.3M 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 | Jones Financial Companies LLLP | 377K | $10.1M | ▲+27% Added · +80K sh | Q1 2026 | |
| 2 | Modern Wealth Management, LLC | 159K | $5.0M | ▼−0.5% Reduced · −833 sh | Q2 2026 | |
| 3 | Corient Private Wealth LP | 73K | $2.0M | —Held | Q1 2026 | |
| 4 | LPL Financial LLC | 56K | $1.5M | ▲+3.3% Added · +2K sh | Q1 2026 | |
| 5 | Davenport & Co LLC | 47K | $1.5M | ▼−0.2% Reduced · −102 sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 28K | $771K | ▲+2.0% Added · +545 sh | Q1 2026 | |
| 7 | Susquehanna International Group, LLP | 28K | $770K | ▲+30% Added · +7K sh | Q1 2026 | |
| 8 | Ashton Thomas Private Wealth, LLC | 15K | $468K | —Held | Q2 2026 | |
| 9 | EverSource Wealth Advisors, LLC | 9K | $244K | —Held | Q1 2026 | |
| 10 | Cetera Investment Advisers | 9K | $239K | ▲New +9K sh | Q1 2026 | |
| 11 | Citadel Advisors LLC | 8K | $264K | ▲New +8K sh | Q2 2026 | |
| 12 | Morgan Stanley | 8K | $224K | ▼−7.3% Reduced · −652 sh | Q1 2026 | |
| 13 | AE Wealth Management LLC | 8K | $215K | ▲New +8K sh | Q1 2026 | |
| 14 | Commonwealth Equity Services, LLC | 8K | $210K | ▼−6.3% Reduced · −521 sh | Q1 2026 | |
| 15 | Revisor Wealth Management LLC | 7K | $225K | ▲New +7K sh | Q2 2026 | |
| 16 | FMR LLC | 7K | $225K | ▲33× Added · +7K sh | Q2 2026 | |
| 17 | Osaic Holdings, Inc. | 5K | $141K | ▼−16% Reduced · −969 sh | Q1 2026 | |
| 18 | Thurston, Springer, Miller, Herd & Titak, Inc. | 3K | $88K | ▼−37% Reduced · −2K sh | Q1 2026 | |
| 19 | Global Retirement Partners, LLC | 2K | $65K | —Held | Q2 2026 | |
| 20 | CWM, LLC | 2K | $43K | —Held | Q1 2026 | |
| 21 | Royal Bank Of Canada | 1K | $37K | ▲+6.6% Added · +84 sh | Q1 2026 | |
| 22 | Harbour Investments, Inc. | 808 | $22K | ▲New +808 sh | Q1 2026 | |
| 23 | UBS Group AG | 496 | $13K | ▲New +496 sh | Q1 2026 | |
| 24 | Capital Investment Advisory Services, LLC | 438 | $14K | —Held | Q2 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | 373 | $12K | —Held | 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, 3 funds opened a new position in ACVU, while 1 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 8 funds | $13.5B |
| Amazon.com IncAMZN | 8 funds | $2.8B |
| Nvidia CorpNVDA | 8 funds | $2.7B |
| Apple IncAAPL | 8 funds | $2.5B |
| Microsoft CorpMSFT | 8 funds | $1.6B |
| Eli Lilly & CoLLY | 8 funds | $1.3B |
| Broadcom IncAVGO | 8 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 8 funds | $1.2B |
| BlackRock IncBLK | 8 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 8 funds | $996.5M |
| Advanced Micro DevicesAMD | 8 funds | $986.4M |
| Abbvie IncABBV | 8 funds | $878.0M |
Ranked by how many of ACVU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ACVU.
| Class | 13F holders | Value held |
|---|---|---|
| HTRBTOTAL RTRN ETF | 119 funds | $1.8B |
| HMOPUIT EXCHANGE TRADED | 114 funds | $570.7M |
| HFSImc | 77 funds | $638.6M |
| HTABSCHRDRS TAX BD | 45 funds | $236.7M |
| ACVUthis pageHARTFORD QUALITY | 29 funds | $24.3M |
| TRPAETF | 26 funds | $85.1M |
| HCRBFUND | 23 funds | $351.5M |
| HFGOLARGE CAP GRWT | 15 funds | $123.9M |
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.