AIMS Institutional Ownership & Shareholders
ACUITAS SMALL CAP ACTIVE ETF (AIMS) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $81.66M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Halbert Hargrove Global Advisors, Llc is currently the largest disclosed institutional shareholder of AIMS tracked by InsiderSet, reporting ownership valued at approximately $81.65M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $81.28M, representing an estimated loss of -0.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed AIMS value among the investors covered in this analysis. Major shareholders include Halbert Hargrove Global Advisors, Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in ACUITAS SMALL CAP ACTIVE ETF (AIMS).
This page ranks the largest institutional AIMS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$81.66M
Largest Holder
Halbert Hargrove Global Advisors, Llc
Largest Position
$81.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, Llc | 3.59% | 3,018,831 | $81,654,233 | $81,282,327 | -$371,906 | -0.46% | |
| Ubs Group Ag | 0.00% | 79 | $2,331 | $2,127 | -$204 | -8.75% |
Frequently asked questions about AIMS
Who are the largest institutional holders of AIMS?
The largest institutional holders of AIMS reported in the latest SEC Form 13F filings include Halbert Hargrove Global Advisors, Llc and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported AIMS position.
What is AIMS institutional ownership?
This page tracks AIMS positions reported by institutional investment managers through SEC Form 13F. ACUITAS SMALL CAP ACTIVE ETF (AIMS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AIMS?
InsiderSet currently tracks 2 institutional managers reporting AIMS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AIMS shareholders.
How much AIMS stock do institutions own?
Institutional investment managers disclosed approximately $81.66M in AIMS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AIMS institutional ownership last updated?
The latest AIMS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AIMS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AIMS position after the reporting date.
Are institutions buying or selling AIMS?
Institutional buying and selling can be analyzed by comparing AIMS positions across consecutive 13F reporting periods. InsiderSet's AIMS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AIMS ownership changes.
How has AIMS institutional ownership changed over time?
InsiderSet tracks AIMS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.