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 | No change | 146,463 | 7,986 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Howard Capital Management, LLC | History | Added to | 86,421 | 4,703 | 0.06% | 0.05% | 2 | +4,598 | 5.62% | Q3 2026 | Oct 15, 2026 |
| WorthPointe, LLC | History | No change | 69,792 | 3,805 | 0.95% | 0.95% | 3 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Encompass More Asset Management | History | Added to | 53,599 | 2,916 | 0.41% | 0.36% | 4 | +8,633 | 19.2% | Q3 2026 | Oct 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 37,264 | 2,027 | 0.0% | 0.0% | 5 | -4,428 | -10.62% | Q3 2026 | Nov 02, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 31,051 | 1,689 | 0.99% | 1.02% | 6 | -4 | -0.01% | Q3 2026 | Oct 16, 2026 |
| AE Wealth Management LLC | History | No change | 29,923 | 1,631 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 29,650 | 1,616 | 0.0% | 0.0% | 8 | 0 | 0.0% | 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 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 27,226 | 1,484 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,688 | 1,071 | 0.01% | 0.01% | 11 | +880 | 4.68% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 15,449 | 835 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | New | 14,390 | 783 | 0.02% | — | 13 | +14,390 | New | Q3 2026 | Oct 23, 2026 |
| Brookstone Capital Management | History | Reduced | 13,450 | 731 | 0.01% | 0.02% | 14 | -14,407 | -51.72% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,084 | 713 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 12,323 | 671 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 12,331 | 671 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 12,173 | 663 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 11,948 | 650 | 0.05% | 0.04% | 19 | +12 | 0.1% | Q3 2026 | Oct 28, 2026 |
| Fairman Group, LLC | History | Added to | 11,478 | 624 | 0.45% | 0.49% | 20 | +12 | 0.1% | Q3 2026 | Oct 26, 2026 |
| McCollum Christoferson Group LLC | History | Added to | 10,455 | 568 | 0.17% | 0.16% | 21 | +395 | 3.93% | Q3 2026 | Oct 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,370 | 565 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Regal Investment Advisors LLC | History | No change | 8,186 | 446 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinney Capital Management, LLC | History | No change | 8,072 | 440 | 0.17% | 0.17% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,473 | 407 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 7,250 | 394 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ascentis Independent Advisors | History | New | 7,071 | 384 | 0.02% | — | 27 | +7,071 | New | Q3 2026 | Nov 03, 2026 |
| Ceeto Capital Group, LLC | History | No change | 7,000 | 382 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 6,617 | 360 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,358 | 346 | 0.0% | 0.0% | 30 | +652 | 11.43% | Q3 2026 | Nov 02, 2026 |
| Great Waters Wealth Management | History | Reduced | 6,287 | 342 | 0.03% | 0.03% | 31 | -102 | -1.6% | Q3 2026 | Oct 07, 2026 |
| Waverly Advisors, LLC | History | No change | 6,100 | 332 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 5,951 | 324 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 5,701 | 310 | 0.0% | 0.0% | 34 | -325 | -5.39% | Q3 2026 | Oct 27, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,147 | 280 | 0.0% | 0.0% | 35 | +3 | 0.06% | Q3 2026 | Oct 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 4,851 | 263 | 0.02% | 0.03% | 36 | -37 | -0.76% | Q3 2026 | Oct 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,798 | 261 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 4,689 | 255 | 0.02% | 0.02% | 38 | +5 | 0.11% | Q3 2026 | Oct 08, 2026 |
| Winch Advisory Services, LLC | History | No change | 4,367 | 238 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | Reduced | 4,204 | 228 | 0.0% | 0.0% | 40 | -101 | -2.35% | Q3 2026 | Oct 15, 2026 |
| Plan Group Financial, LLC | History | Reduced | 4,077 | 224 | 0.04% | 0.05% | 41 | -206 | -4.81% | Q3 2026 | Oct 22, 2026 |
| CLG LLC | History | Reduced | 4,027 | 219 | 0.05% | 0.05% | 42 | -388 | -8.79% | Q3 2026 | Oct 13, 2026 |
| FLC Capital Advisors | History | No change | 3,722 | 202 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,090 | 113 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YANKCOM Partnership | History | New | 1,878 | 102 | 0.04% | — | 45 | +1,878 | New | Q3 2026 | Oct 15, 2026 |
| RMG Wealth Management LLC | History | No change | 1,716 | 94 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| JNBA Financial Advisors | History | No change | 1,081 | 58 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Regatta Research & Money Management | History | No change | 969 | 52 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 867 | 47 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 730 | 39 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 640 | 34 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 640 | 34 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Community Financial Services Group, LLC | History | No change | 574 | 31 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Larson Financial Group LLC | History | Added to | 452 | 24 | 0.0% | 0.0% | 54 | +52 | 13.0% | Q3 2026 | Nov 05, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 350 | 19 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| William Mack & Associates, Inc. | History | New | 245 | 13 | 0.0% | — | 59 | +245 | New | Q3 2026 | Oct 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 242 | 13 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 245 | 13 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bravera Wealth | History | No change | 255 | 13 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 132 | 7 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | No change | 101 | 5 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Colonial Trust Advisors | History | No change | 75 | 4 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -635 | -100.0% | Q3 2026 | Oct 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |