Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (ACIO)

141 + Investors. Track Smart Money conviction in ACIO. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — ACIO

Based on 131 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
131 hedge funds hold ACIO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

71 buying66 selling
Last quarter: 71 funds bought or added vs 66 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 15 → 22 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 31% new

32% conviction (2yr+) 37% medium 31% new
Of the 131 current holders: 42 (32%) held >2 years, 48 held 1–2 years, and 41 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

23 → 19 → 15 → 22 → 20 new funds/Q
New funds entering each quarter: 19 → 15 → 22 → 20. A growing number of institutions are discovering ACIO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 31% veterans, 44% new entrants

31% veterans 24% 1-2yr 44% new
Of 131 current holders: 41 (31%) held 2+ years, 32 held 1–2 years, 58 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
11 of 130 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ACIO

In 2026 Q1, 71 hedge funds were net buyers of ACIO (20 opened a new position, 51 added to an existing one), while 66 reduced or exited (46 trimmed, 20 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 131.

Hedge Fund Ownership: ACIO

How many hedge funds hold ACIO — quarterly history vs. share price
Quarterly hedge fund ownership of ACIO vs. share price

Market Analysis: ACIO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ACIO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 13 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ACIO
141 + Investors

Track Smart Money conviction in ACIO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 141 131 7.63%
13F Shares 66M 59M 11.32%
Total Value $3.02B $2.47B 22.2%
New Positions 24 20 +4
Increased Positions 54 51 +3
Closed Positions 14 20 -6
Reduced Positions 51 46 +5
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ACIO

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Institutional Holders (2026 Q2)

141 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ACIO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ACIO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brogan Financial, INC. 35.90% 1,941,690 $89.6M
2 6th Street Advisors, LLC 17.09% 644,684 $29.7M
3 Clarus Group, Inc. 16.54% 1,057,313 $48.8M
4 Wealth Advisory Team LLC 15.62% 416,378 $19.2M
5 Purewater Capital LLC 14.26% 428,145 $19.8M
6 Guardian Wealth Advisors, LLC / Nc 11.77% 4,543,323 $209.6M
7 Second Line Capital, LLC 11.10% 1,292,312 $59.6M
8 Cushing Capital Partners, LLC 9.97% 313,908 $14.5M
9 Lord & Richards Wealth Management, LLC 9.68% 268,008 $12.4M
10 Kfg Wealth Management, LLC 8.57% 1,645,489 $75.9M
11 Sunburst Financial Group, LLC 8.34% 1,115,295 $51.5M
12 Strong Retirement Solutions LLC 8.04% 290,565 $13.4M
13 Park Place Capital Corp 7.87% 1,073,905 $49.6M
14 Gerber, LLC 7.20% 331,625 $15.3M
15 Bienville Capital Management, LLC 6.89% 1,119,148 $51.6M
16 Aptus Capital Advisors, LLC 5.87% 18,591,361 $857.8M
17 Tailwinds Wealth, LLC 5.51% 202,141 $9.3M
18 Financial Guidance Group, Inc. 4.73% 274,284 $12.7M
19 MBE Wealth Management, LLC 4.55% 280,648 $12.9M
20 Renasant Bank 4.11% 138,612 $6.4M
21 Maripau Wealth Management LLC 3.77% 227,941 $10.6M
22 CoreFirst Bank & Trust 3.77% 164,239 $7.6M
23 First Heartland Consultants, Inc. 3.46% 1,157,430 $53.4M
24 Signal Advisors Wealth, LLC 3.39% 1,453,023 $67.0M
25 Uniting Wealth Partners, LLC 2.63% 280,213 $12.9M
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

Frequently Asked Questions — ETF Ser Solutions (ACIO)

What does the Smart Money Trend signal show for ACIO?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for ACIO?

Slight buying edge — 52% buying: Last quarter: 71 funds bought or added vs 66 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ACIO holders?

Smaller funds dominant — 5% AUM from top-100: 11 of 130 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ACIO?

Mixed — 32% long-term, 31% new: Of the 131 current holders: 42 (32%) held >2 years, 48 held 1–2 years, and 41 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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