Smart Money Radar / Tickers / ACVA

ACVA Commercial & Professional Services

CROWD: RED Active holders jumped 101 to 105 recently (4% in one quarter). Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
105
of 264 total, index funds excluded
This quarter
+38
34 out
Conviction
2 bps
median holder weight: token bet
Streak
1q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2021Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $693M held
FundValueNote
BlackRock, Inc. $56M
Atreides Management, LP $41M
VANGUARD CAPITAL MANAGEMENT… $31M
WILLIAM BLAIR INVESTMENT MA… $31M
VANGUARD PORTFOLIO MANAGEME… $30M
D. E. Shaw & Co., Inc. $24M
IRIDIAN ASSET MANAGEMENT LL… $22M
UBS Group AG $19M
Steve Cohen $18M famous whale
GEODE CAPITAL MANAGEMENT, L… $17M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.