Across its top 1 institutional holders, AIMS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 35/100, avg. turnover score 32/100).
Quarterly Activity
Recent Activity
+$72.2M
Total Buy Value
$0.0
Total Sell Value
New buy1
Trim0
Add0
Sold out0
1
Net Buyers
0
Net Sellers
Smart Money Convergence
AIMS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Insider Trading (Form 4)
Form 144 Pre-Sale Notices
No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
No Form 8-K filings for this ticker
CUSIP
81752T379
FAQ
Who are the top institutional investors holding ACUITAS SMALL CAP ACTIVE ETF (AIMS)?
Major stakeholders currently include Halbert Hargrove Global Advisors, LLC ($72.2M). Based on the latest 13F filings, there are a total of 1 tracked investment funds and institutions maintaining positions in AIMS.
What is the overall institutional sentiment toward AIMS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $72.2M, driven by 1 managers accumulating shares while 0 reduced their exposure.
Which institutions have been selling or reducing their AIMS positions?
In the latest period, no tracked funds trimmed or exited their positions in AIMS.
Are there any notable investors adding AIMS to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $72.2M.
Related Stocks
Trending Institutional Adds
The most-added stocks by 13F institutions this quarter