ETF Opportunities Trust - ACVF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 167,276 | 7,964 | 0.0% | 0.0% | 1 | +2,883 | 1.75% | Q1 2026 | May 06, 2026 |
| WorthPointe, LLC | History | Reduced | 76,795 | 3,656 | 0.99% | 1.24% | 2 | -19,088 | -19.91% | Q1 2026 | May 12, 2026 |
| Encompass More Asset Management | History | Reduced | 40,694 | 1,937 | 0.32% | 0.37% | 3 | -171 | -0.42% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 39,970 | 1,903 | 0.0% | 0.0% | 4 | -638 | -1.57% | Q1 2026 | Apr 27, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 31,047 | 1,478 | 0.91% | 1.04% | 5 | +14 | 0.05% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 30,476 | 1,451 | 0.01% | 0.01% | 6 | -6,488 | -17.55% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 30,414 | 1,448 | 0.0% | 0.0% | 7 | -327 | -1.06% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | No change | 28,627 | 1,363 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 28,227 | 1,343 | 0.0% | 0.0% | 9 | -82 | -0.29% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 25,927 | 1,234 | 0.01% | 0.01% | 10 | +1,413 | 5.76% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,825 | 948 | 0.01% | 0.0% | 11 | +19,569 | 7644.14% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Added to | 12,665 | 603 | 0.0% | 0.0% | 12 | +45 | 0.36% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | No change | 12,331 | 587 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 12,322 | 586 | 0.0% | 0.0% | 14 | -766 | -5.85% | Q1 2026 | May 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,923 | 567 | 0.04% | 0.05% | 15 | +67 | 0.57% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,744 | 559 | 0.0% | 0.0% | 16 | -1,174 | -9.09% | Q1 2026 | May 15, 2026 |
| Fairman Group, LLC | History | Added to | 11,452 | 545 | 0.47% | 0.2% | 17 | +6,476 | 130.14% | Q1 2026 | Apr 23, 2026 |
| Ceeto Capital Group, LLC | History | No change | 11,000 | 524 | 0.16% | 0.16% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 10,370 | 493 | 0.0% | — | 19 | +10,370 | New | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,148 | 483 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McCollum Christoferson Group LLC | History | Reduced | 8,820 | 419 | 0.13% | 0.13% | 21 | -600 | -6.37% | Q1 2026 | Apr 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,289 | 394 | 0.0% | 0.0% | 22 | +148 | 1.82% | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,473 | 355 | 0.0% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 7,250 | 345 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Great Waters Wealth Management | History | Added to | 6,716 | 319 | 0.03% | 0.04% | 25 | +57 | 0.86% | Q1 2026 | Apr 17, 2026 |
| Ascentis Independent Advisors | History | Added to | 6,588 | 313 | 0.02% | 0.05% | 26 | +264 | 4.17% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,142 | 292 | 0.0% | 0.0% | 27 | +220 | 3.71% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,093 | 290 | 0.0% | 0.0% | 28 | +9 | 0.15% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,944 | 283 | 0.0% | 0.0% | 29 | +9 | 0.15% | Q1 2026 | Apr 15, 2026 |
| Betterment LLC | History | Reduced | 5,374 | 256 | 0.0% | 0.0% | 30 | -838 | -13.49% | Q1 2026 | May 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 5,193 | 247 | 0.03% | 0.04% | 31 | -669 | -11.41% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,818 | 229 | 0.0% | 0.0% | 32 | +68 | 1.43% | Q1 2026 | Apr 30, 2026 |
| CLG LLC | History | Added to | 4,814 | 229 | 0.06% | 0.06% | 33 | +7 | 0.15% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | New | 4,587 | 218 | 0.0% | — | 34 | +4,587 | New | Q1 2026 | May 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 4,479 | 213 | 0.02% | — | 35 | +4,479 | New | Q1 2026 | Apr 30, 2026 |
| Winch Advisory Services, LLC | History | Added to | 4,363 | 207 | 0.05% | 0.05% | 36 | +6 | 0.14% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | New | 2,325 | 110 | 0.0% | — | 37 | +2,325 | New | Q1 2026 | May 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,090 | 99 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RMG Wealth Management LLC | History | New | 1,752 | 92 | 0.01% | — | 39 | +1,752 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,562 | 72 | 0.0% | 0.0% | 40 | +1,445 | 1235.04% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 1,459 | 69 | 0.0% | — | 41 | +1,459 | New | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | No change | 1,095 | 52 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JNBA Financial Advisors | History | No change | 1,081 | 51 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 867 | 41 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 635 | 31 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Community Financial Services Group, LLC | History | New | 574 | 27 | 0.0% | — | 46 | +574 | New | Q1 2026 | Apr 08, 2026 |
| Larson Financial Group LLC | History | No change | 400 | 19 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | New | 350 | 16 | 0.0% | — | 48 | +350 | New | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 301 | 14 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bravera Wealth | History | New | 255 | 12 | 0.01% | — | 50 | +255 | New | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 241 | 11 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 245 | 11 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 131 | 6 | 0.0% | 0.0% | 53 | -4,667 | -97.27% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | No change | 75 | 3 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,718 | -100.0% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |