Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (ACIO)

129 + 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
↑ +1
Streak
11Q ▲
Buyers last Q
52%

Smart Money Signals — ACIO

Based on 131 hedge funds · latest filing: 2026 Q1 · 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
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 buying65 selling
Last quarter: 71 funds bought or added vs 65 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: 18 → 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 → 18 → 15 → 22 → 20 new funds/Q
New funds entering each quarter: 18 → 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 131 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 65 reduced or exited (46 trimmed, 19 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). 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

-- --

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

Is It Too Late to Buy ETF Ser Solutions (ACIO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ACIO has moved relative to its sector benchmark (SPY) 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 · 74d ago
ACIO
+9.9%
SPY
+14.1%

ACIO outperformed SPY by -4.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
ACIO
-0.1%
SPY
+0.3%

Since the filing became public, ACIO outperformed SPY by -0.4% .

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.

7 top-rated funds 13 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: ACIO
129 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 129 130 -0.77%
13F Shares 59M 55M 7.61%
Total Value $2.47B $2.38B 3.4%
New Positions 19 22 -3
Increased Positions 50 61 -11
Closed Positions 20 10 +10
Reduced Positions 46 36 +10
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ACIO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

129 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brogan Financial, INC. 35.91% 1,945,963 $81.7M
2 6th Street Advisors, LLC 17.11% 648,238 $27.2M
3 Clarus Group, Inc. 16.22% 1,078,147 $45.2M
4 Purewater Capital LLC 13.01% 323,690 $13.6M
5 Guardian Wealth Advisors, LLC / Nc 11.82% 4,472,403 $187.7M
6 Second Line Capital, LLC 10.85% 1,266,731 $57.3M
7 Cushing Capital Partners, LLC 9.73% 301,778 $12.7M
8 Lord & Richards Wealth Management, LLC 9.55% 259,536 $10.9M
9 Tailwinds Wealth, LLC 9.41% 91,428 $3.8M
10 Park Place Capital Corp 8.69% 1,032,980 $43.3M
11 Kfg Wealth Management, LLC 8.58% 1,582,391 $66.4M
12 Sunburst Financial Group, LLC 8.26% 1,069,252 $44.9M
13 Strong Retirement Solutions LLC 8.18% 278,258 $11.7M
14 Bienville Capital Management, LLC 7.86% 1,030,595 $43.2M
15 Gerber, LLC 7.44% 317,453 $13.3M
16 Aptus Capital Advisors, LLC 5.36% 16,259,682 $682.3M
17 MBE Wealth Management, LLC 4.94% 283,436 $11.9M
18 Financial Guidance Group, Inc. 4.81% 284,949 $12.0M
19 Renasant Bank 4.00% 134,637 $5.6M
20 Maripau Wealth Management LLC 3.80% 206,200 $8.7M
21 First Heartland Consultants, Inc. 3.53% 1,097,223 $46.0M
22 CoreFirst Bank & Trust 3.51% 157,857 $6.6M
23 Signal Advisors Wealth, LLC 3.46% 1,201,571 $50.4M
24 Uniting Wealth Partners, LLC 2.94% 329,385 $13.8M
25 Integrated Wealth Concepts LLC 2.63% 7,858,581 $329.7M
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?

Slight buying edge — 52% buying: Last quarter: 71 funds bought or added vs 65 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 131 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.

Is it too late to buy ETF Ser Solutions (ACIO) following the 2026 Q1 hedge fund 13F filings?

As of today, ACIO has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (March 31, 2026), ACIO has gained +9.9% vs +14.1% for SPY. 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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