Institutional Ownership ETF Opportunities Tr American (ACVF)
This table provides information about the institutional ownership of ETF Opportunities Tr American (ACVF). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 366,185 shares, which have been reported (via 13F filing form) to have a value of $15.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
75,058
shares
|
$3.13 Million
0.04% of portfolio
|
Q1 2024
Added 38.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
46,072
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
33,442
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2024
Added 13.56%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
32,740
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
30,689
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2023
Added 0.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
15,569
shares
|
$649,071
0.0% of portfolio
|
Q1 2024
Added 44.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
14,674
shares
|
$611,759
0.0% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
12,613
shares
|
$525,835
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
11,900
shares
|
$496,111
0.01% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
11,722
shares
|
$488,690
0.01% of portfolio
|
Q1 2024
Added 12.3%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
11,220
shares
|
$467,761
0.0% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
Apr 26, 2024 Q1 2024 |
9,200
shares
|
$383,548
0.11% of portfolio
|
Q2 2021
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
9,023
shares
|
$376,168
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
7,473
shares
|
$311,549
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
6,528
shares
|
$272,152
0.0% of portfolio
|
Q1 2024
Reduced 69.13%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
6,480
shares
|
$270,151
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2024 Q1 2024 |
6,019
shares
|
$250,932
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
5,880
shares
|
$245,137
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Apr 30, 2024 Q1 2024 |
4,924
shares
|
$205,281
0.19% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
4,317
shares
|
$179,975
0.06% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,148
shares
|
$131,240
0.01% of portfolio
|
Q2 2023
Added 46.55%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,539
shares
|
$105,850
0.0% of portfolio
|
Q3 2023
Reduced 4.19%
|
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
1,081
shares
|
$45,066
0.0% of portfolio
|
Q2 2023
Added 88.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
794
shares
|
$33,101
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
610
shares
|
$25,430
0.0% of portfolio
|
Q4 2023
New holding
|
|