Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VIRTUS DIVERSIFIED INCM & CO (ACV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — ACV

Based on 37 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ACV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
37 hedge funds hold ACV 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 — +32% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+32% 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 — 58% buying

22 buying16 selling
Last quarter: 22 funds bought or added vs 16 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 22% medium ■ 22% new
21 out of 37 hedge funds have held ACV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

3 → 5 → 10 → 6 → 6 new funds/Q
New funds entering each quarter: 5 → 10 → 6 → 6. ACV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 8% 1-2yr ■ 24% new
Of 37 current holders: 25 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
9 of 37 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in ACV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — ACV

In 2026 Q1, 22 hedge funds were net buyers of ACV (6 opened a new position, 16 added to an existing one), while 16 reduced or exited (8 trimmed, 8 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 47% of total institutional value in ACV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 37.

Hedge Fund Ownership: ACV

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

Market Analysis: ACV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ACV

-- --

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

Is It Too Late to Buy VIRTUS DIVERSIFIED INCM & CO (ACV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ACV has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 54d ago
ACV
+11.9%
XLF
+5.2%

ACV outperformed XLF by +6.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 9d ago
ACV
-0.7%
XLF
+1.6%

Since the filing became public, ACV outperformed XLF by -2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: ACV
37 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 37 39 -5.13%
13F Shares 2M 2M 0.39%
Total Value $54M $58M -7.22%
New Positions 6 6 -
Increased Positions 16 15 +1
Closed Positions 8 5 +3
Reduced Positions 8 9 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ACV

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Institutional Holders (2026 Q1)

37 + investors

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

QUARTER:
Top 25 institutional holders of ACV — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Emissary Wealth LLC 1.79% 78,643 $1.9M
2 PMG Family Office LLC 1.17% 43,023 $1.0M
3 WORLD EQUITY GROUP, INC. 0.22% 34,392 $836K
4 Gilliland Jeter Wealth Management LLC 0.18% 25,149 $611K
5 MCDONALD PARTNERS LLC 0.14% 24,700 $600K
6 Advisors Asset Management, Inc. 0.11% 266,582 $6.5M
7 GUGGENHEIM CAPITAL LLC 0.06% 325,073 $7.9M
8 B. Riley Wealth Advisors, Inc. 0.04% 25,221 $599K
9 Apollon Wealth Management, LLC 0.01% 25,623 $623K
10 Westside Investment Management, Inc. 0.01% 1,867 $45K
11 DAVENPORT & Co LLC 0.00% 25,528 $620K
12 OSAIC HOLDINGS, INC. 0.00% 70,462 $1.7M
13 Keating Financial Advisory Services, Inc. 0.00% 545 $13K
14 WELLS FARGO & COMPANY/MN 0.00% 466,155 $11.3M
15 D.A. DAVIDSON & CO. 0.00% 14,198 $345K
16 LPL Financial LLC 0.00% 292,095 $7.1M
17 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 1,061 $26K
18 RAYMOND JAMES FINANCIAL INC 0.00% 156,957 $3.8M
19 &PARTNERS 0.00% 9,624 $234K
20 Sunbelt Securities, Inc. 0.00% 660 $16K
21 CENTRAL TRUST Co 0.00% 1,500 $36K
22 HIGHLINE WEALTH PARTNERS LLC 0.00% 100 $2K
23 STIFEL FINANCIAL CORP 0.00% 21,475 $522K
24 Farther Finance Advisors, LLC 0.00% 1,977 $48K
25 Steward Partners Investment Advisory, LLC 0.00% 3,400 $83K
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 — VIRTUS DIVERSIFIED INCM & CO (ACV)

What does the Smart Money Trend signal show for ACV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ACV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ACV?

Slight buying edge — 58% buying: Last quarter: 22 funds bought or added vs 16 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 ACV holders?

Elite ownership — 47% AUM from top-100 funds: 9 of 37 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in ACV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ACV?

57% of holders stayed for 2+ years: 21 out of 37 hedge funds have held ACV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy VIRTUS DIVERSIFIED INCM & CO (ACV) following the 2026 Q1 hedge fund 13F filings?

As of today, ACV has moved -0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLF sector ETF — an outperformance of -2.3%. Since the quarter end (March 31, 2026), ACV has gained +11.9% vs +5.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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