Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVDS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
6Q ▲
Buyers last Q
82%

Smart Money Signals — AVDS

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added AVDS 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
46 hedge funds hold AVDS right now — the highest count in 2.5 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 — +100% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+100% 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 — 82% buying

36 buying8 selling
Last quarter: 36 funds were net buyers (11 opened a brand new position + 25 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 4 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 48% entered in last year

■ 13% conviction (2yr+) ■ 39% medium ■ 48% new
Only 6 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

5 → 7 → 4 → 11 → 11 new funds/Q
New funds entering each quarter: 7 → 4 → 11 → 11. A growing number of institutions are discovering AVDS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 70% of holders entered in last year

■ 7% veterans ■ 24% 1-2yr ■ 70% new
Of 46 current holders: 32 (70%) entered in the past year, only 3 (7%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
4 of 46 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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.

Hedge Fund Ownership: AVDS

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

Market Analysis: AVDS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVDS

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: AVDS
2026 Q1 Stats Unlock in 14 days 46 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 40 15.0%
13F Shares 1M 1M 12.16%
Total Value $100M $86M 16.1%
New Positions 11 11 -
Increased Positions 25 13 +12
Closed Positions 5 0 +5
Reduced Positions 3 10 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVDS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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) --
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Institutional Holders (2026 Q1)

46 + investors

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

Top 25 institutional holders of AVDS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Freedom Investment Management, Inc. 4.38% 205,183 $14.7M
2 Nvest Wealth Strategies, Inc. 2.82% 56,116 $4.0M
3 ADAMSBROWN WEALTH CONSULTANTS LLC 2.27% 119,677 $8.6M
4 BOYUM WEALTH ARCHITECTS LLC 1.39% 43,374 $3.3M
5 LAM GROUP, INC. 0.83% 20,900 $1.5M
6 Kelman-Lazarov, Inc. 0.51% 49,358 $3.5M
7 DIXON FNANCIAL SERVICES, INC. 0.47% 14,540 $1.0M
8 Simplicity Wealth,LLC 0.35% 85,631 $6.2M
9 Colorado Capital Management, Inc. 0.25% 9,380 —
10 Integrity Wealth Solutions LLC 0.14% 5,060 $364K
11 Ruedi Wealth Management, Inc. 0.13% 6,766 $486K
12 Haven Private, LLC 0.12% 3,843 $276K
13 Hardin Capital Partners, LLC 0.10% 2,884 $207K
14 Breakwater Capital Group 0.08% 8,284 $595K
15 Factor Wealth Management LTD 0.05% 3,938 $283K
16 PARK AVENUE SECURITIES LLC 0.05% 94,352 $7K
17 Evanson Asset Management, LLC 0.05% 12,053 $866K
18 CoreCap Advisors, LLC 0.05% 18,795 $1.4M
19 Plancorp, LLC 0.04% 16,323 $1.2M
20 ANDERSON HOAGLAND & CO 0.03% 4,895 $352K
21 Ascentis Independent Advisors 0.01% 2,541 $183K
22 Harbor Asset Planning, Inc. 0.01% 225 $16K
23 Farther Finance Advisors, LLC 0.01% 13,585 $998K
24 MML INVESTORS SERVICES, LLC 0.01% 35,598 $2.6M
25 ATWOOD & PALMER INC 0.01% 1,706 $123K
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 (AVDS)

What does the Smart Money Trend signal show for AVDS?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added AVDS 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 AVDS?

More buyers than sellers — 82% buying: Last quarter: 36 funds were net buyers (11 opened a brand new position + 25 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVDS holders?

Strong quality — 25% AUM from major funds: 4 of 46 holders rank in the top 100 by AUM, accounting for 25% 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 AVDS?

Mostly new holders — 48% entered in last year: Only 6 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.