DOSSIER · 13F Holders · Q2 2026
ACVF

ETF OPPORTUNITIES TRUST

65 institutions still hold ETF OPPORTUNITIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26923N108·65 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$37M
visible holders
Holders
65
filers reporting
Concentration
21.51%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

65 institutions reported ACVF in Q2 2026. LPL Financial LLC leads at 21.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$8M146K0.00%Q2 2026
02
Howard Capital Management Inc.
CIK 0001733173
$4M82K0.05%Q2 2026
03
WorthPointe, LLC
CIK 0001921448
$4M70K0.95%Q2 2026
04
Encompass More Asset Management
CIK 0002011218
$2M45K0.36%Q2 2026
05
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M42K0.00%Q2 2026
06
TopTier Wealth Management, LLC
CIK 0002109367
$2M31K1.02%Q2 2026
07
AE Wealth Management LLC
CIK 0001697723
$2M30K0.01%Q2 2026
08
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M30K0.00%Q2 2026
09
MORGAN STANLEY
CIK 0000895421
$2M29K0.00%Q2 2026
10
Brookstone Capital Management
CIK 0001599584
$2M28K0.02%Q2 2026
11
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M27K0.00%Q2 2026
12
Farther Finance Advisors, LLC
CIK 0001992825
$1M19K0.01%Q2 2026
13
JPMORGAN CHASE & CO
CIK 0000019617
$836K15K0.00%Q2 2026
14
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$784K17K0.00%Q2 2025
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$714K13K0.00%Q2 2026
16
Creative Planning
CIK 0001540235
$672K12K0.00%Q2 2026
17
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$672K12K0.00%Q2 2026
18
Cetera Investment Advisers
CIK 0001666741
$664K12K0.00%Q2 2026
19
Clear Creek Financial Management, LLC
CIK 0001784235
$651K12K0.04%Q2 2026
20
Fairman Group, LLC
CIK 0002016719
$625K11K0.49%Q2 2026
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