ACORNS ADVISERS, LLC

HTTP://WWW.ACORNS.COM • IRVINE, CA • Investment Advisor How do I update this listing?

Acorns Advisers is based out of Irvine. Acorns Advisers is a large advisory firm with 2954678 clients and discretionary assets under management (AUM) of $1,821,981,250 (Form ADV from 2018-11-01). Their last reported 13F filing for Q1 2020 included $1,950,757,000 in managed 13F securities and a top 10 holdings concentration of 97.04%. Acorns Advisers's largest holding is Vanguard S&P 500 ETF with shares held of 2,664,888. Whalewisdom has at least 13 13F filings

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03/31/2020

Top Sells

  • Name% Change

03/31/2020

13F Activity

  • Market Value $1.951 Billion
  • Prior Market Value $2.225 Billion
  • New Purchases0 stocks
  • Additional Purchases10 stocks
  • Sold out of0 stocks
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 97.04 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: 6.33 %
  • Time Held Top20:3.85 quarters
  • Time Held Top10:3.90 quarters
  • Time Held All:3.85 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.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 10.71%
Performance Last 4 Quarters: 0.75%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ACORNS
5300 CALIFORNIA AVENUE
IRVINE CA    92617
Country: United States
Business Phone: 8557392859
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: 17
Other Business Activities:
Advisor Fees/Compensation: Fixed fees
Amount of client funds and securities: 1,821,980,000
Total Number of Clients: 2954678
Amount of client funds and securities by related persons: 1,821,980,000
Total Number of clients from related persons: 2954678
Disclosures:
Data above was derived from SEC filings.

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ACORNS ADVISERS, LLC

ownership team - last updated 2020-01-02
Name Title Start Date Direct/Indirect % Ownership

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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