Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVDE)

555 + 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
↑ +85
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — AVDE

Based on 555 hedge funds · latest filing: 2025 Q4 · 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
555 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 — +46% more funds vs a year ago

fund count last 6Q
+176 new funds entered over the past year (+46% 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 — 70% buying

369 buying160 selling
Last quarter: 369 funds were net buyers (111 opened a brand new position + 258 added to an existing one). Only 160 were sellers (134 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+53 vs last Q)

new funds entering per quarter
Funds opening a new AVDE position: 45 → 75 → 58 → 111. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 25% medium ■ 34% new
228 out of 555 hedge funds have held AVDE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +186% but shares only +28% — price-driven

Value
+186%
Shares
+28%
Last quarter: the total dollar value of institutional holdings rose +186%, but actual share count only changed +28%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

77 → 45 → 75 → 58 → 111 new funds/Q
New funds entering each quarter: 45 → 75 → 58 → 111. A growing number of institutions are discovering AVDE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 44% new entrants

■ 37% veterans ■ 18% 1-2yr ■ 44% new
Of 555 current holders: 208 (37%) held 2+ years, 101 held 1–2 years, 246 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
21 of 555 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 55 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: AVDE
2026 Q1 Stats Unlock in 19 days 555 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 555 470 18.09%
13F Shares 130M 102M 28.18%
Total Value $23.09B $8.07B 186.06%
New Positions 111 58 +53
Increased Positions 258 210 +48
Closed Positions 26 38 -12
Reduced Positions 134 127 +7
Total Calls 0 0 -
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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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

555 + investors

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

Top 25 institutional holders of AVDE — 2025 Q4 · 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 ACT Advisors, LLC. 11.27% 312,372 $26.5M
8 SEARCY FINANCIAL SERVICES INC /ADV 10.80% 343,292 $29.1M
9 Torren Management, LLC 10.80% 255,555 $21.7M
10 Financial Plan, Inc. 10.79% 1,186,391 $100.7M
11 Pearl Planning LLC 10.48% 231,116 $19.6M
12 Broadway Wealth Solutions, Inc. 8.44% 192,426 $16.3M
13 McLean Asset Management Corp 8.08% 544,215 $46.2M
14 Trellis Wealth Advisors LLC 8.01% 247,991 $21.0M
15 Freedom Financial Partners LLC 7.84% 259,403 $22.0M
16 IAM Advisory, LLC 7.58% 398,663 $33.8M
17 Family Investment Center, Inc. 7.45% 456,402 $38.7M
18 Magnolia Private Wealth, LLC 7.33% 434,671 $11.0M
19 Axiom Financial Strategies, LLC 7.23% 241,977 $20.5M
20 FIRST NATIONAL BANK SIOUX FALLS 7.03% 284,980 $25.7M
21 WMG Financial Advisors, LLC 6.95% 196,310 $16.7M
22 HTG Investment Advisors, Inc. 6.89% 285,656 $24.2M
23 Summit Portfolio Management, LTD. 6.46% 118,445 $10.0M
24 BWM Planning, LLC 6.37% 284,591 $24.1M
25 BSW Wealth Partners 6.35% 613,310 $52.0M
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 — 70% buying: Last quarter: 369 funds were net buyers (111 opened a brand new position + 258 added to an existing one). Only 160 were sellers (134 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVDE holders?

Smaller funds dominant — 11% AUM from top-100: 21 of 555 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVDE?

41% of holders stayed for 2+ years: 228 out of 555 hedge funds have held AVDE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.