Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVDE)

718 + 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
↑ +60
Streak
11Q ▲
Buyers last Q
71%

Smart Money Signals — AVDE

Based on 727 hedge funds · latest filing: 2026 Q2 · 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
727 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 — +49% more funds vs a year ago

fund count last 6Q
+240 new funds entered over the past year (+49% 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 — 71% buying

485 buying200 selling
Last quarter: 485 funds were net buyers (96 opened a brand new position + 389 added to an existing one). Only 200 were sellers (164 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new AVDE position: 62 → 123 → 90 → 96. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 33% new

■ 38% conviction (2yr+) ■ 29% medium ■ 33% new
Of the 727 current holders: 277 (38%) held >2 years, 209 held 1–2 years, and 241 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.
➡️

Steady discovery — ~96 new funds/quarter

86 → 62 → 123 → 90 → 96 new funds/Q
New funds entering each quarter: 62 → 123 → 90 → 96. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 45% new entrants

■ 38% veterans ■ 18% 1-2yr ■ 45% new
Of 728 current holders: 274 (38%) held 2+ years, 128 held 1–2 years, 326 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
27 of 726 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — AVDE

In 2026 Q2, 485 hedge funds were net buyers of AVDE (96 opened a new position, 389 added to an existing one), while 200 reduced or exited (164 trimmed, 36 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in AVDE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +60 funds (more new holders than closures). Total institutional holders: 727.

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 Q3 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 September 30, 2026 · 46d ago
AVDE
-0.7%
SPY
-1.1%

AVDE outperformed SPY by +0.4% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 1d ago
AVDE
+0.0%
SPY
+0.0%

Since the filing became public, AVDE outperformed SPY by +0.0% .

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 91 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: AVDE
2026 Q3 Stats Unlock in 4 days 718 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 718 667 7.65%
13F Shares 164M 146M 11.82%
Total Value $14.33B $12.18B 17.66%
New Positions 92 90 +2
Increased Positions 387 329 +58
Closed Positions 40 27 +13
Reduced Positions 162 171 -9
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVDE

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q3)

718 + 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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 AVDE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rockwood Wealth Management, LLC 17.86% 3,301,219 $297.5M
2 Echo Wealth Management, LLC 15.10% 341,572 $30.8M
3 Clarion Wealth Managment Partners, LLC 14.29% 195,976 $17.7M
4 Oak Root LLC 14.18% 1,427,068 $128.6M
5 Yardley Wealth Management LLC 12.93% 328,571 $29.6M
6 Pearl Planning LLC 12.52% 334,972 $30.2M
7 Oak Wealth Advisors LLC 12.44% 307,465 $27.7M
8 Correct Capital Wealth Management 12.34% 806,667 $72.7M
9 Greenup Street Wealth Management LLC 11.93% 1,075,938 $97.0M
10 Grand Wealth Management, LLC 11.73% 315,025 $28.4M
11 Searcy Financial Services Inc /Adv 10.80% 335,109 $30.2M
12 Torren Management, LLC 10.78% 240,287 $21.7M
13 ESL Trust Services, LLC 10.47% 673,625 $60.7M
14 JSF Financial, LLC 10.00% 727,387 $65.5M
15 BCR Wealth Strategies, LLC 9.83% 388,207 $35.0M
16 ACT Advisors, LLC. 9.53% 325,535 $29.3M
17 Werba Rubin Papier Wealth Management 9.39% 882,912 $79.6M
18 Altar Rock LLC 8.66% 63,420 $5.7M
19 Broadway Wealth Solutions, Inc. 8.56% 211,905 $19.1M
20 Highland Financial Advisors, LLC 8.23% 428,650 $38.6M
21 Trace Wealth Advisors, LLC 8.12% 120,786 $10.9M
22 Family Investment Center, Inc. 8.08% 543,211 $48.9M
23 Lane Brothers & Co Inc 7.99% 87,855 $7.9M
24 Red Lighthouse Investment Management, LLC 7.98% 298,827 $26.9M
25 Freedom Financial Partners LLC 7.88% 267,051 $24.1M
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

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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 — 71% buying: Last quarter: 485 funds were net buyers (96 opened a brand new position + 389 added to an existing one). Only 200 were sellers (164 trimmed + 36 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVDE holders?

Strong quality — 35% AUM from major funds: 27 of 726 holders rank in the top 100 by AUM, accounting for 35% 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 727 current holders: 277 (38%) held >2 years, 209 held 1–2 years, and 241 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 Q3 hedge fund 13F filings?

As of today, AVDE has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), AVDE has gained -0.7% vs -1.1% 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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