Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVDE)

662 + Investors. Track Smart Money conviction in AVDE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +64
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — AVDE

Based on 667 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added AVDE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
667 hedge funds hold AVDE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +57% more funds vs a year ago

fund count last 6Q
+242 new funds entered over the past year (+57% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 68% buying

419 buying197 selling
Last quarter: 419 funds were net buyers (90 opened a brand new position + 329 added to an existing one). Only 197 were sellers (171 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-33 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 85 → 62 → 123 → 90. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 38% long-term, 33% new

■ 38% conviction (2yr+) ■ 29% medium ■ 33% new
Of the 667 current holders: 254 (38%) held >2 years, 193 held 1–2 years, and 220 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +8%, value -48%

Value
-48%
Shares
+8%
Last quarter: funds added +8% more shares while total portfolio value only changed -48%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

52 → 85 → 62 → 123 → 90 new funds/Q
New funds entering each quarter: 85 → 62 → 123 → 90. A growing number of institutions are discovering AVDE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 43% new entrants

■ 39% veterans ■ 18% 1-2yr ■ 43% new
Of 668 current holders: 259 (39%) held 2+ years, 121 held 1–2 years, 288 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
24 of 667 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AVDE

In 2026 Q1, 419 hedge funds were net buyers of AVDE (90 opened a new position, 329 added to an existing one), while 197 reduced or exited (171 trimmed, 26 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in AVDE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +64 funds (more new holders than closures). Total institutional holders: 667.

Hedge Fund Ownership: AVDE

How many hedge funds hold AVDE — quarterly history vs. share price
Quarterly hedge fund ownership of AVDE vs. share price

Market Analysis: AVDE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVDE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy American Centy ETF Tr (AVDE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVDE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
AVDE
+6.4%
SPY
+15.1%

AVDE outperformed SPY by -8.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
AVDE
+2.3%
SPY
+1.3%

Since the filing became public, AVDE outperformed SPY by +1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 86 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: AVDE
662 + Investors

Track Smart Money conviction in AVDE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 662 603 9.78%
13F Shares 146M 135M 7.95%
Total Value $12.16B $23.49B -48.25%
New Positions 88 123 -35
Increased Positions 327 284 +43
Closed Positions 29 26 +3
Reduced Positions 170 140 +30
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVDE

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

662 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVDE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AVDE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rockwood Wealth Management, LLC 18.27% 3,008,115 $255.2M
2 Oak Root LLC 14.76% 1,427,068 $121.1M
3 Echo Wealth Management, LLC 14.47% 296,220 $25.1M
4 Oak Wealth Advisors LLC 13.79% 295,906 $25.1M
5 Yardley Wealth Management LLC 13.26% 304,944 $25.9M
6 Greenup Street Wealth Management LLC 12.98% 1,086,496 $92.2M
7 Correct Capital Wealth Management 12.64% 798,188 $67.7M
8 ESL Trust Services, LLC 12.12% 748,102 $63.5M
9 ACT Advisors, LLC. 11.27% 312,372 $26.5M
10 JSF Financial, LLC 11.17% 671,730 $57.0M
11 Clarion Wealth Managment Partners, LLC 11.06% 143,946 $12.2M
12 Searcy Financial Services Inc /Adv 10.80% 343,292 $29.1M
13 Torren Management, LLC 10.80% 255,555 $21.7M
14 Financial Plan, Inc. 10.79% 1,186,391 $100.7M
15 Strategic Financial Planning, Inc. 10.78% 633,360 $18.4M
16 Grand Wealth Management, LLC 10.73% 268,799 $22.8M
17 Pearl Planning LLC 10.48% 231,116 $19.6M
18 Werba Rubin Papier Wealth Management 9.87% 835,062 $70.8M
19 Red Lighthouse Investment Management, LLC 8.54% 298,067 $25.3M
20 Broadway Wealth Solutions, Inc. 8.44% 192,426 $16.3M
21 Align Financial, LLC 8.21% 170,197 $14.4M
22 McLean Asset Management Corp 8.08% 544,215 $46.2M
23 Trellis Wealth Advisors LLC 8.01% 247,991 $21.0M
24 Freedom Financial Partners LLC 7.84% 259,403 $22.0M
25 Wilkerson Advisory Group LLC 7.81% 267,924 $22.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — American Centy ETF Tr (AVDE)

What does the Smart Money Trend signal show for AVDE?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added AVDE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AVDE?

More buyers than sellers — 68% buying: Last quarter: 419 funds were net buyers (90 opened a brand new position + 329 added to an existing one). Only 197 were sellers (171 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVDE holders?

Strong quality — 29% AUM from major funds: 24 of 667 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AVDE?

Mixed — 38% long-term, 33% new: Of the 667 current holders: 254 (38%) held >2 years, 193 held 1–2 years, and 220 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy American Centy ETF Tr (AVDE) following the 2026 Q1 hedge fund 13F filings?

As of today, AVDE has moved +2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), AVDE has gained +6.4% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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