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 | Reduced | 146,463 | 7,986 | 0.0% | 0.0% | 1 | -20,813 | -12.44% | Q2 2026 | Aug 07, 2026 |
| Howard Capital Management, LLC | History | New | 81,823 | 4,461 | 0.05% | — | 2 | +81,823 | New | Q2 2026 | Jul 28, 2026 |
| WorthPointe, LLC | History | Reduced | 69,792 | 3,805 | 0.95% | 0.99% | 3 | -7,003 | -9.12% | Q2 2026 | Jul 31, 2026 |
| Encompass More Asset Management | History | Added to | 44,966 | 2,451 | 0.36% | 0.32% | 4 | +4,272 | 10.5% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 41,692 | 2,273 | 0.0% | 0.0% | 5 | +1,722 | 4.31% | Q2 2026 | Jul 29, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 31,055 | 1,693 | 1.02% | 0.91% | 6 | +8 | 0.03% | Q2 2026 | Jul 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 29,923 | 1,631 | 0.01% | 0.01% | 7 | -553 | -1.81% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 29,650 | 1,616 | 0.0% | 0.0% | 8 | -764 | -2.51% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 28,627 | 1,561 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Added to | 27,857 | 1,519 | 0.02% | 0.01% | 10 | +1,930 | 7.44% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 27,226 | 1,484 | 0.0% | 0.0% | 11 | -1,001 | -3.55% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,808 | 1,025 | 0.01% | 0.01% | 12 | -1,017 | -5.13% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 15,449 | 835 | 0.0% | 0.0% | 13 | +13,887 | 889.05% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,084 | 713 | 0.0% | 0.0% | 14 | +1,340 | 11.41% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 12,331 | 672 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,323 | 671 | 0.0% | 0.0% | 16 | +1 | 0.01% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,173 | 663 | 0.0% | 0.0% | 17 | -492 | -3.88% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,936 | 650 | 0.04% | 0.04% | 18 | +13 | 0.11% | Q2 2026 | Jul 27, 2026 |
| Fairman Group, LLC | History | Added to | 11,466 | 625 | 0.49% | 0.47% | 19 | +14 | 0.12% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,370 | 565 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 10,060 | 548 | 0.16% | 0.13% | 21 | +1,240 | 14.06% | Q2 2026 | Jul 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 8,186 | 446 | 0.02% | 0.03% | 22 | -1,962 | -19.33% | Q2 2026 | Aug 14, 2026 |
| McKinney Capital Management, LLC | History | New | 8,072 | 440 | 0.17% | — | 23 | +8,072 | New | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,473 | 407 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 7,250 | 395 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ceeto Capital Group, LLC | History | Reduced | 7,000 | 382 | 0.1% | 0.16% | 26 | -4,000 | -36.36% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,617 | 360 | 0.0% | 0.0% | 27 | -1,672 | -20.17% | Q2 2026 | Jul 27, 2026 |
| Great Waters Wealth Management | History | Reduced | 6,389 | 348 | 0.03% | 0.03% | 28 | -327 | -4.87% | Q2 2026 | Jul 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,100 | 332 | 0.0% | 0.0% | 29 | +7 | 0.11% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 6,026 | 328 | 0.0% | 0.0% | 30 | -116 | -1.89% | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,951 | 324 | 0.0% | 0.0% | 31 | +7 | 0.12% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,706 | 311 | 0.0% | 0.0% | 32 | +888 | 18.43% | Q2 2026 | Jul 27, 2026 |
| HB Wealth Management, LLC | History | New | 5,144 | 280 | 0.0% | — | 33 | +5,144 | New | Q2 2026 | Jul 29, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 4,888 | 266 | 0.03% | 0.03% | 34 | -305 | -5.87% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 4,798 | 261 | 0.0% | — | 35 | +4,798 | New | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 4,684 | 255 | 0.02% | 0.02% | 36 | +205 | 4.58% | Q2 2026 | Jul 20, 2026 |
| CLG LLC | History | Reduced | 4,415 | 240 | 0.05% | 0.06% | 37 | -399 | -8.29% | Q2 2026 | Jul 16, 2026 |
| Winch Advisory Services, LLC | History | Added to | 4,367 | 238 | 0.05% | 0.05% | 38 | +4 | 0.09% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | Reduced | 4,305 | 234 | 0.0% | 0.0% | 39 | -282 | -6.15% | Q2 2026 | Jul 28, 2026 |
| Plan Group Financial, LLC | History | New | 4,283 | 233 | 0.05% | — | 40 | +4,283 | New | Q2 2026 | Aug 03, 2026 |
| FLC Capital Advisors | History | New | 3,722 | 202 | 0.03% | — | 41 | +3,722 | New | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,090 | 113 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RMG Wealth Management LLC | History | Reduced | 1,716 | 97 | 0.01% | 0.01% | 43 | -36 | -2.05% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 1,081 | 58 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Regatta Research & Money Management | History | New | 969 | 52 | 0.05% | — | 46 | +969 | New | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 1,095 | 52 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 867 | 47 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 730 | 39 | 0.0% | 0.0% | 48 | -729 | -49.97% | Q2 2026 | Aug 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 635 | 34 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Community Financial Services Group, LLC | History | No change | 574 | 31 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Larson Financial Group LLC | History | No change | 400 | 21 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 350 | 19 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 242 | 13 | 0.0% | 0.0% | 53 | +1 | 0.41% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 245 | 13 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bravera Wealth | History | No change | 255 | 13 | 0.0% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 132 | 7 | 0.0% | 0.0% | 56 | +1 | 0.76% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | New | 101 | 5 | 0.0% | — | 57 | +101 | New | Q2 2026 | Jul 10, 2026 |
| Colonial Trust Advisors | History | No change | 75 | 4 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -6,588 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,374 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -300 | -99.67% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |