Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Virtus Diversified Incm & Co (ACV)

41 + 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
↑ +4
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — ACV

Based on 41 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ACV 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
41 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 — +37% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+37% 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 — 51% buying

20 buying19 selling
Last quarter: 20 funds bought or added vs 19 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 6 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 20% new
24 out of 41 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.
💰

Price up while funds trimmed (+16% value, -0% shares)

Value
+16%
Shares
0%
Last quarter: total value of institutional ACV holdings rose +16% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~8 new funds/quarter

5 → 10 → 6 → 6 → 8 new funds/Q
New funds entering each quarter: 10 → 6 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 29% newcomers

■ 63% veterans ■ 7% 1-2yr ■ 29% new
Entry-cohort mix of 41 holders: 26 (63%) are 2+ year veterans, 3 entered 1–2 years ago, and 12 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
10 of 41 holders are among the 100 largest funds by AUM, controlling 42% 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 Q2, 20 hedge funds were net buyers of ACV (8 opened a new position, 12 added to an existing one), while 19 reduced or exited (15 trimmed, 4 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 42% of total institutional value in ACV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 41.

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

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: ACV
2026 Q3 Stats Unlock in 5 days 41 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 41 37 10.81%
13F Shares 2M 2M -0.21%
Total Value $63M $54M 16.39%
New Positions 8 6 +2
Increased Positions 12 16 -4
Closed Positions 4 8 -4
Reduced Positions 15 8 +7
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 Q3)

41 + 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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 ACV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Emissary Wealth LLC 1.49% 86,020 $2.1M
2 PMG Family Office LLC 0.99% 44,040 $1.1M
3 World Equity Group, INC. 0.46% 45,756 $1.1M
4 Gilliland Jeter Wealth Management LLC 0.15% 24,808 $600K
5 Advisors Asset Management, Inc. 0.14% 374,039 $9.0M
6 Mcdonald Partners LLC 0.14% 24,700 $597K
7 Integrity Advisory Solutions, LLC 0.03% 10,667 $258K
8 B. Riley Wealth Advisors, Inc. 0.02% 24,311 $588K
9 Wolverine Asset Management LLC 0.01% 64,011 $1.5M
10 Apollon Wealth Management, LLC 0.01% 21,484 $519K
11 Westside Investment Management, Inc. 0.01% 1,867 $45K
12 DAVENPORT & Co LLC 0.00% 21,793 $527K
13 LPL Financial LLC 0.00% 358,835 $8.7M
14 Osaic Holdings, INC. 0.00% 56,641 $1.4M
15 D.A. Davidson & CO. 0.00% 12,118 $293K
16 Next Level Wealth Planning, LLC 0.00% 136 $3K
17 BFC Planning, Inc. 0.00% 602 $13K
18 Berthel, Fisher & Company Financial Services, INC. 0.00% 282 $6K
19 Raymond James Financial Inc 0.00% 146,611 $3.5M
20 Highline Wealth Partners LLC 0.00% 113 $3K
21 Stifel Financial Corp 0.00% 22,036 $533K
22 Farther Finance Advisors, LLC 0.00% 1,977 $48K
23 Commonwealth Equity Services, LLC 0.00% 8,734 $211K
24 UBS Group AG 0.00% 5,522 $134K
25 Allworth Financial LP 0.00% 48 $1K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ACV 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 ACV?

Slight buying edge — 51% buying: Last quarter: 20 funds bought or added vs 19 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 — 42% AUM from top-100 funds: 10 of 41 holders are among the 100 largest funds by AUM, controlling 42% 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?

59% of holders stayed for 2+ years: 24 out of 41 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.

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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