Who Owns AMERICAN CONSERVATIVE (ACVF)? -- Institutional Holders (2026-06-30)

63 institutions reported holding $44.3M of AMERICAN CONSERVATIVE (ACVF) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($8.0M), Howard Capital Management Inc. ($4.5M), WorthPointe, LLC ($3.8M), Encompass More Asset Management ($2.5M), COMMONWEALTH EQUITY SERVICES, LLC ($2.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$8.0M146,463Trimmed
2Howard Capital Management Inc.$4.5M81,823New
3WorthPointe, LLC$3.8M69,792Trimmed
4Encompass More Asset Management$2.5M44,966Added
5COMMONWEALTH EQUITY SERVICES, LLC$2.3M41,692Added
6TopTier Wealth Management, LLC$1.7M31,055Added
7AE Wealth Management LLC$1.6M29,923Trimmed
8MML INVESTORS SERVICES, LLC$1.6M29,650Trimmed
9MORGAN STANLEY$1.6M28,627Hold
10Brookstone Capital Management$1.5M27,857Added
11ENVESTNET ASSET MANAGEMENT INC$1.5M27,226Trimmed
12Farther Finance Advisors, LLC$1.0M18,808Trimmed
13JPMORGAN CHASE & CO$835,72815,449Added
14OSAIC HOLDINGS, INC.$713,53713,084Added
15Creative Planning$672,40212,331Hold
16RAYMOND JAMES FINANCIAL INC$671,94112,323Added
17Cetera Investment Advisers$663,80512,173Trimmed
18Clear Creek Financial Management, LLC$650,88311,936Added
19Fairman Group, LLC$625,23911,466Added
20Integrated Wealth Concepts LLC$565,47410,370Hold
21McCollum Christoferson Group LLC$548,56610,060Added
22Regal Investment Advisors LLC$446,3788,186Trimmed
23McKinney Capital Management, LLC$440,1618,072New
24Kingsview Wealth Management, LLC$407,4987,473Hold
25VERUS CAPITAL PARTNERS, LLC$395,3387,250Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30