ACORNS ADVISERS, LLC

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Acorns Advisers is based out of Irvine. Acorns Advisers is a large advisory firm with 2058343 clients and discretionary assets under management (AUM) of $545,149,056 (Form ADV from 2017-10-01). Their last reported 13F filing for Q3 2019 included $1,928,218,000 in managed 13F securities and a top 10 holdings concentration of 97.52%. Acorns Advisers's largest holding is Vanguard S&P 500 ETF with shares held of 2,305,796. Whalewisdom has at least 10 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $1.928 Billion
  • Prior Market Value $1.709 Billion
  • New Purchases5 stocks
  • Additional Purchases6 stocks
  • Sold out of0 stocks
  • Reduced holdings in2 stocks
  • Top 10 Holdings % 97.53 %
  • Turnover % [1]:38.46%
  • Turnover Alt % [2]: 12.16 %
  • Time Held Top20:1.85 quarters
  • Time Held Top10:2.10 quarters
  • Time Held All:1.85 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 4.07%
Performance Last 4 Quarters: 12.4%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ACORNS
19900 MACARTHUR BLVD SUITE 500
IRVINE CA    92612
Country: United States

Business Phone: 949 438-4253
Fax: 949-209-5813
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 545,149,000
Total Number of Clients: 2058343
Amount of client funds and securities by related persons: 545,149,000
Total Number of clients from related persons: 1347154
Disclosures: 11.E (2)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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ACORNS ADVISERS, LLC

ownership team - last updated 2019-02-15
Name Title Start Date Direct/Indirect % Ownership
CRUTTENDEN, WALTER, WEMPLE CHAIRMAN 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC CHIEF EXECUTIVE OFFICER indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN, CEO indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN direct 2012-09-01
ACORNS ADVISERS, LLC MANAGER, CEO direct 2012-09-01
ACORNS ADVISERS, LLC CEO direct 2012-09-01
ACORNS GROW, INC. MANAGING MEMBER 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC PARENT COMPANY direct 2012-09-01
ACORNS ADVISERS, LLC MANAGING MEMBER direct 2012-09-01
Field, Manning, Reynolds MANAGING DIRECTOR 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC MANAGING DIRECTOR direct 2017-07-01
Adams, Daniel, Evan CHIEF COMPLIANCE OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC CHIEF COMPLIANCE OFFICER direct 2018-10-01
CRUTTENDEN, WALTER, WEMPLE CHAIRMAN ACORNS GROW, INC. 02/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC CHIEF EXECUTIVE OFFICER indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN, CEO indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN direct 2012-09-01
ACORNS ADVISERS, LLC MANAGER, CEO direct 2012-09-01
ACORNS ADVISERS, LLC CEO direct 2012-09-01

ACORNS ADVISERS, LLC

ownership team - last updated 2018-10-31
Name Title Start Date Direct/Indirect % Ownership
CRUTTENDEN, WALTER, WEMPLE CHAIRMAN 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC CHIEF EXECUTIVE OFFICER indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN, CEO indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN direct 2012-09-01
ACORNS ADVISERS, LLC MANAGER, CEO direct 2012-09-01
ACORNS ADVISERS, LLC CEO direct 2012-09-01
ACORNS GROW, INC. MANAGING MEMBER 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC PARENT COMPANY direct 2012-09-01
ACORNS ADVISERS, LLC MANAGING MEMBER direct 2012-09-01
Field, Manning, Reynolds MANAGING DIRECTOR 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC MANAGING DIRECTOR direct 2017-07-01
Adams, Daniel, Evan CHIEF COMPLIANCE OFFICER 10/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC CHIEF COMPLIANCE OFFICER direct 2018-10-01
CRUTTENDEN, WALTER, WEMPLE CHAIRMAN ACORNS GROW, INC. 02/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC CHIEF EXECUTIVE OFFICER indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN, CEO indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN direct 2012-09-01
ACORNS ADVISERS, LLC MANAGER, CEO direct 2012-09-01
ACORNS ADVISERS, LLC CEO direct 2012-09-01

ACORNS ADVISERS, LLC

ownership team - last updated 2018-04-19
Name Title Start Date Direct/Indirect % Ownership
CRUTTENDEN, WALTER, WEMPLE CHAIRMAN 09/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC CHIEF EXECUTIVE OFFICER indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN, CEO indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN direct 2012-09-01
ACORNS ADVISERS, LLC MANAGER, CEO direct 2012-09-01
ACORNS ADVISERS, LLC CEO direct 2012-09-01
ACORNS GROW, INC. MANAGING MEMBER 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC PARENT COMPANY direct 2012-09-01
ACORNS ADVISERS, LLC MANAGING MEMBER direct 2012-09-01
SVORINIC, PETER CHIEF COMPLIANCE OFFICER 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC CHIEF COMPLIANCE OFFICER direct 2016-12-01
BALLYROCK INVESTMENT ADVISORS LLC COMPLIANCE OFFICER direct 2001-08-01 2002-03-28
STRATEGIC ADVISERS INC. COMPLIANCE OFFICER direct 2000-04-01 2002-05-08
FIDELITY INVESTORS MANAGEMENT, LLC COMPLIANCE OFFICER direct 2001-05-01 2002-05-13
FIDELITY CAPITAL FAR EAST, INC. COMPLIANCE OFFICER direct 2001-03-01 2002-05-21
FIDELITY PERSONAL TRUST COMPANY, FSB INVESTMENT ADVISER COMPLIANCE OFFICER direct 2001-04-01 2003-09-25
NATIONAL FINANCIAL SERVICES LLC COMPLIANCE OFFICER direct 2002-09-01 2003-09-25
FIDELITY BROKERAGE SERVICES LLC COMPLIANCE OFFICER direct 2002-09-01 2003-09-25
Field, Manning, Reynolds MANAGING DIRECTOR 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC MANAGING DIRECTOR direct 2017-07-01
CRUTTENDEN, WALTER, WEMPLE CHAIRMAN ACORNS GROW, INC. 02/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ACORNS ADVISERS, LLC CHIEF EXECUTIVE OFFICER indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN, CEO indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN indirect 2012-02-01
ACORNS ADVISERS, LLC CHAIRMAN direct 2012-09-01
ACORNS ADVISERS, LLC MANAGER, CEO direct 2012-09-01
ACORNS ADVISERS, LLC CEO direct 2012-09-01

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