ETF OPPORTUNITIES TRUST (ACVF)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
58
Reporting holders
$44.0M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $8.0M | 146,463 | 0.00% | 15q | -12.4%-$1.1M |
| Howard Capital Management, LLC | $4.5M | 81,823 | 0.05% | new | NEW |
| WorthPointe, LLC | $3.8M | 69,792 | 0.95% | 3q | -9.1%-$381.9K |
| Encompass More Asset Management | $2.5M | 44,966 | 0.36% | 7q | +10.5%+$232.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 41,692 | 0.00% | 21q | +4.3%+$93.9K |
| TopTier Wealth Management, LLC | $1.7M | 31,055 | 1.02% | 3q | HELD |
| AE Wealth Management LLC | $1.6M | 29,923 | 0.01% | 12q | -1.8%-$30.2K |
| MML INVESTORS SERVICES, LLC | $1.6M | 29,650 | 0.00% | 17q | -2.5%-$41.7K |
| MORGAN STANLEY | $1.6M | 28,627 | 0.00% | 15q | HELD |
| Brookstone Capital Management | $1.5M | 27,857 | 0.02% | 12q | +7.4%+$105.2K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 27,226 | 0.00% | 20q | -3.5%-$54.6K |
| Farther Finance Advisors, LLC | $1.0M | 18,808 | 0.01% | 3q | -5.1%-$55.5K |
| JPMORGAN CHASE & CO | $835.7K | 15,449 | 0.00% | 4q | +889.1%+$751.2K |
| OSAIC HOLDINGS, INC. | $713.5K | 13,084 | 0.00% | 21q | +11.4%+$73.1K |
| Creative Planning | $672.4K | 12,331 | 0.00% | 14q | HELD |
| RAYMOND JAMES FINANCIAL INC | $671.9K | 12,323 | 0.00% | 7q | HELD |
| Cetera Investment Advisers | $663.8K | 12,173 | 0.00% | 10q | -3.9%-$26.8K |
| Clear Creek Financial Management, LLC | $650.9K | 11,936 | 0.04% | 10q | HELD |
| Merit Financial Group, LLC | $649.0K | 11,902 | 0.00% | 11q | +100.2%+$324.9K |
| Fairman Group, LLC | $625.2K | 11,466 | 0.49% | 11q | HELD |
| Integrated Wealth Concepts LLC | $565.5K | 10,370 | 0.00% | 2q | HELD |
| McCollum Christoferson Group LLC | $548.6K | 10,060 | 0.16% | 21q | +14.1%+$67.6K |
| Regal Investment Advisors LLC | $446.4K | 8,186 | 0.02% | 3q | -19.3%-$107.0K |
| McKinney Capital Management, LLC | $440.2K | 8,072 | 0.17% | new | NEW |
| Kingsview Wealth Management, LLC | $407.5K | 7,473 | 0.00% | 11q | HELD |
| VERUS CAPITAL PARTNERS, LLC | $395.3K | 7,250 | 0.02% | 6q | HELD |
| Private Advisor Group, LLC | $360.8K | 6,617 | 0.00% | 13q | -20.2%-$91.2K |
| Great Waters Wealth Management | $348.4K | 6,389 | 0.03% | 7q | -4.9%-$17.8K |
| Waverly Advisors, LLC | $332.7K | 6,100 | 0.00% | 10q | HELD |
| D.A. DAVIDSON & CO. | $328.6K | 6,026 | 0.00% | 10q | -1.9%-$6.3K |
| HB Wealth Management, LLC | $280.5K | 5,144 | 0.00% | new | NEW |
| VICTORY FINANCIAL GROUP, LLC | $266.5K | 4,888 | 0.03% | 6q | -5.9%-$16.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $261.6K | 4,798 | 0.00% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $255.4K | 4,684 | 0.02% | 2q | +4.6%+$11.2K |
| CLG LLC | $240.8K | 4,415 | 0.05% | 7q | -8.3%-$21.8K |
| Winch Advisory Services, LLC | $238.2K | 4,367 | 0.05% | 15q | HELD |
| Atria Investments, Inc | $234.7K | 4,305 | 0.00% | 2q | -6.1%-$15.4K |
| Plan Group Financial, LLC | $233.5K | 4,283 | 0.05% | new | NEW |
| FLC Capital Advisors | $203.0K | 3,722 | 0.03% | new | NEW |
| BANK OF MONTREAL /CAN/ | $114.0K | 2,090 | 0.00% | 11q | HELD |
| RMG Wealth Management LLC | $97.1K | 1,716 | 0.01% | 2q | -2.1%-$2.0K |
| JNBA Financial Advisors | $58.9K | 1,081 | 0.00% | 16q | HELD |
| Regatta Research & Money Management | $52.8K | 969 | 0.05% | new | FIRST |
| ROYAL BANK OF CANADA | $47.0K | 867 | 0.00% | 9q | HELD |
| UBS Group AG | $39.8K | 730 | 0.00% | 2q | -50.0%-$39.8K |
| Community Financial Services Group, LLC | $31.0K | 574 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $27.3K | 500 | 0.00% | new | NEW |
| Larson Financial Group LLC | $21.8K | 400 | 0.00% | 4q | HELD |
| N.E.W. Advisory Services LLC | $19.1K | 350 | 0.00% | 2q | HELD |
| Bravera Wealth | $13.9K | 255 | 0.01% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $13.4K | 245 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $13.2K | 242 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $7.2K | 132 | 0.00% | 13q | +0.8% |
| Abound Wealth Management | $5.5K | 101 | 0.00% | new | NEW |
| Colonial Trust Advisors | $4.1K | 75 | 0.00% | 15q | HELD |
| Golden State Wealth Management, LLC | $2.7K | 49 | 0.00% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $622 | 11,412 | 0.00% | 7q | +136.9% |
| Ceeto Capital Group, LLC | $382 | 7,000 | 0.10% | 5q | -36.4% |
| IFP Advisors, Inc | $164 | 3 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $27 | 1 | 0.00% | 3q | -99.8%-$16.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 58 | $44.0M | 806,075 | 9 | 9 | 17 | 0.0% |
| Q1 2026 | 51 | $34.0M | 713,899 | 9 | 11 | 10 | 0.0% |
| Q4 2025 | 44 | $34.5M | 698,234 | 5 | 14 | 5 | 0.0% |
| Q3 2025 | 41 | $24.4M | 495,934 | 3 | 8 | 8 | 0.0% |
| Q2 2025 | 42 | $23.1M | 490,372 | 2 | 11 | 6 | 0.0% |
| Q1 2025 | 40 | $18.3M | 426,399 | 4 | 10 | 6 | 0.0% |
| Q4 2024 | 39 | $17.2M | 392,387 | 4 | 10 | 4 | 0.0% |
| Q3 2024 | 35 | $14.7M | 337,864 | 4 | 8 | 3 | 0.0% |
| Q2 2024 | 34 | $17.2M | 416,571 | 4 | 7 | 6 | 0.0% |
| Q1 2024 | 31 | $15.1M | 374,205 | 7 | 5 | 5 | 0.0% |
| Q4 2023 | 30 | $14.5M | 397,835 | 7 | 8 | 6 | 0.0% |
| Q3 2023 | 24 | $11.4M | 345,840 | 11 | 6 | 0 | 0.0% |
| Q2 2023 | 16 | $5.3M | 156,142 | 5 | 4 | 0 | 0.0% |
| Q1 2023 | 15 | $3.6M | 113,500 | 4 | 5 | 1 | 0.0% |
| Q4 2022 | 13 | $2.8M | 92,568 | 6 | 4 | 1 | 0.0% |
| Q3 2022 | 12 | $3.1M | 114,794 | 3 | 3 | 2 | 0.0% |
| Q2 2022 | 10 | $3.5M | 124,032 | 3 | 3 | 1 | 0.0% |
| Q1 2022 | 9 | $2.9M | 86,746 | 3 | 3 | 1 | 0.0% |
| Q4 2021 | 10 | $3.9M | 109,081 | 1 | 3 | 1 | 0.0% |
| Q3 2021 | 11 | $1.9M | 59,823 | 3 | 2 | 1 | 0.0% |
| Q2 2021 | 8 | $1.5M | 46,117 | 6 | 0 | 1 | 0.0% |
| Q1 2021 | 2 | $23.0K | 787 | 1 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $11.0K | 400 | 1 | 0 | 0 | 0.0% |