Institutional Holders (2026 Q2)
53 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ACVF. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | TopTier Wealth Management, LLC | 1.02% | 31,055 | $1.7M |
| 2 | WorthPointe, LLC | 0.95% | 69,792 | $3.8M |
| 3 | Fairman Group, LLC | 0.49% | 11,466 | $625K |
| 4 | Encompass More Asset Management | 0.36% | 44,966 | $2.5M |
| 5 | McKinney Capital Management, LLC | 0.17% | 8,072 | $440K |
| 6 | McCollum Christoferson Group LLC | 0.16% | 10,060 | $549K |
| 7 | Howard Capital Management, LLC | 0.05% | 81,823 | $4.5M |
| 8 | Clg LLC | 0.05% | 4,415 | $241K |
| 9 | Regatta Research & Money Management | 0.05% | 969 | $53K |
| 10 | Winch Advisory Services, LLC | 0.05% | 4,367 | $238K |
| 11 | Plan Group Financial, LLC | 0.05% | 4,283 | $234K |
| 12 | Clear Creek Financial Management, LLC | 0.04% | 11,936 | $651K |
| 13 | FLC Capital Advisors | 0.03% | 3,722 | $203K |
| 14 | Great Waters Wealth Management | 0.03% | 6,389 | $348K |
| 15 | Victory Financial Group, LLC | 0.03% | 4,888 | $267K |
| 16 | Regal Investment Advisors LLC | 0.02% | 8,186 | $446K |
| 17 | Titleist Asset Management, LLC | 0.02% | 4,684 | $255K |
| 18 | Brookstone Capital Management | 0.02% | 27,857 | $1.5M |
| 19 | RMG Wealth Management LLC | 0.01% | 1,716 | $97K |
| 20 | Farther Finance Advisors, LLC | 0.01% | 18,808 | $1.0M |
| 21 | AE Wealth Management LLC | 0.01% | 29,923 | $1.6M |
| 22 | Bravera Wealth | 0.01% | 255 | $14K |
| 23 | Community Financial Services Group, LLC | 0.00% | 574 | $31K |
| 24 | JNBA Financial Advisors | 0.00% | 1,081 | $59K |
| 25 | Mml Investors Services, LLC | 0.00% | 29,650 | $1.6M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|