Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF SER SOLUTIONS (ACIO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — ACIO

Based on 121 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added ACIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
121 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 — +32% more funds vs a year ago

fund count last 6Q
+29 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.
🟢

More buyers than sellers — 64% buying

77 buying43 selling
Last quarter: 77 funds were net buyers (21 opened a brand new position + 56 added to an existing one). Only 43 were sellers (34 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new ACIO position: 20 → 15 → 15 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 33% long-term, 30% new

■ 33% conviction (2yr+) ■ 37% medium ■ 30% new
Of the 121 current holders: 40 (33%) held >2 years, 45 held 1–2 years, and 36 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.
➡️

Steady discovery — ~21 new funds/quarter

18 → 20 → 15 → 15 → 21 new funds/Q
New funds entering each quarter: 20 → 15 → 15 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 31% veterans, 46% new entrants

■ 31% veterans ■ 22% 1-2yr ■ 46% new
Of 121 current holders: 38 (31%) held 2+ years, 27 held 1–2 years, 56 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
8 of 121 holders rank in the top 100 by AUM, but together hold only 3% 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 10 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ACIO
2026 Q1 Stats Unlock in 22 days 121 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 121 109 11.01%
13F Shares 54M 54M -0.71%
Total Value $2.35B $2.21B 6.44%
New Positions 21 15 +6
Increased Positions 56 51 +5
Closed Positions 9 7 +2
Reduced Positions 34 31 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ACIO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

121 + investors

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

Top 25 institutional holders of ACIO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clarus Group, Inc. 16.22% 1,078,147 $45.2M
2 Cushing Capital Partners, LLC 9.73% 301,778 $12.7M
3 Lord & Richards Wealth Management, LLC 9.55% 259,536 $10.9M
4 Park Place Capital Corp 8.69% 1,032,980 $43.3M
5 KFG WEALTH MANAGEMENT, LLC 8.58% 1,582,391 $66.4M
6 Sunburst Financial Group, LLC 8.26% 1,069,252 $44.9M
7 Strong Retirement Solutions LLC 8.18% 278,258 $11.7M
8 GERBER, LLC 7.44% 317,453 $13.3M
9 MBE Wealth Management, LLC 4.94% 283,436 $11.9M
10 Financial Guidance Group, Inc. 4.81% 284,949 $12.0M
11 First Heartland Consultants, Inc. 3.53% 1,097,223 $46.0M
12 Signal Advisors Wealth, LLC 3.46% 1,201,571 $50.4M
13 Uniting Wealth Partners, LLC 2.94% 329,385 $13.8M
14 EdgeRock Capital LLC 2.62% 230,896 $9.7M
15 Compass Ion Advisors, LLC 2.50% 624,355 $26.2M
16 Sunpointe, LLC 2.40% 174,551 $7.3M
17 ONE PLUS ONE WEALTH MANAGEMENT, LLC 2.26% 127,895 $5.4M
18 United Advisor Group, LLC 1.89% 364,503 $15.3M
19 TrueWealth Advisors, LLC 1.36% 128,403 $5.4M
20 VISIONARY HORIZONS, LLC 0.93% 44,863 $1.9M
21 SILVER OAK SECURITIES, INCORPORATED 0.90% 293,465 $12.3M
22 CPR Investments Inc. 0.90% 32,021 $1.3M
23 Fiduciary Planning LLC 0.36% 28,565 $1.2M
24 Peak Planning Group, LLC 0.15% 13,096 $549K
25 Cyndeo Wealth Partners, LLC 0.13% 59,707 $2.5M
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?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added ACIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ACIO?

More buyers than sellers — 64% buying: Last quarter: 77 funds were net buyers (21 opened a brand new position + 56 added to an existing one). Only 43 were sellers (34 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ACIO holders?

Smaller funds dominant — 3% AUM from top-100: 8 of 121 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ACIO?

Mixed — 33% long-term, 30% new: Of the 121 current holders: 40 (33%) held >2 years, 45 held 1–2 years, and 36 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.