Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVDV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +75
Streak
11Q ▲
Buyers last Q
65%

Smart Money Signals — AVDV

Based on 647 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 AVDV 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
647 hedge funds hold AVDV 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 — +50% more funds vs a year ago

fund count last 6Q
+215 new funds entered over the past year (+50% 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 — 65% buying

395 buying213 selling
Last quarter: 395 funds were net buyers (107 opened a brand new position + 288 added to an existing one). Only 213 were sellers (181 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 61 → 71 → 113 → 107. 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.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 27% medium ■ 33% new
256 out of 647 hedge funds have held AVDV 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.
🚀

Acceleration phase — new buyers rushing in

58 → 61 → 71 → 113 → 107 new funds/Q
New funds entering each quarter: 61 → 71 → 113 → 107. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 40% veterans vs 41% newcomers

■ 40% veterans ■ 18% 1-2yr ■ 41% new
Entry-cohort mix of 649 holders: 261 (40%) are 2+ year veterans, 120 entered 1–2 years ago, and 268 (41%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
24 of 646 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in AVDV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — AVDV

In 2026 Q1, 395 hedge funds were net buyers of AVDV (107 opened a new position, 288 added to an existing one), while 213 reduced or exited (181 trimmed, 32 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in AVDV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +75 funds (more new holders than closures). Total institutional holders: 647.

Hedge Fund Ownership: AVDV

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

Market Analysis: AVDV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVDV

-- --

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

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

Signal Freshness measures how much AVDV 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 · 75d ago
AVDV
+6.7%
SPY
+14.1%

AVDV outperformed SPY by -7.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
AVDV
+0.1%
SPY
+0.3%

Since the filing became public, AVDV outperformed SPY by -0.2% .

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.

19 top-rated funds 74 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: AVDV
638 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 638 572 11.54%
13F Shares 138M 130M 6.31%
Total Value $13.53B $12.21B 10.8%
New Positions 107 113 -6
Increased Positions 286 257 +29
Closed Positions 41 34 +7
Reduced Positions 177 146 +31
Total Calls 2 0 100%
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: AVDV

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Financial Highlights

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Institutional Holders (2026 Q1)

638 + investors

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

QUARTER:
Top 25 AVDV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CogentBlue Wealth Advisors, LLC 17.42% 259,429 $25.9M
2 Accredited Investors Inc. 14.17% 2,633,904 $263.0M
3 Frontier Asset Management, LLC 13.82% 660,273 $65.9M
4 Define Financial, LLC 13.66% 252,101 $25.2M
5 Emprise Bank 11.56% 288,385 $28.8M
6 Summit Portfolio Management, LTD. 11.51% 179,161 $17.9M
7 Mason Investment Advisory Services, Inc. 10.88% 2,360,214 $235.7M
8 Invariant Investment Management 10.84% 167,728 $17.6M
9 Quarry Hill Advisors, LLC 10.48% 236,077 $25.5M
10 Kaufman Rossin Wealth, LLC 9.41% 164,325 $16.4M
11 Kondo Wealth Advisors, Inc. 9.38% 249,502 $24.9M
12 Peirce Capital Management, LLC 8.64% 221,292 $22.1M
13 Meredith Wealth Planning 8.48% 313,555 $31.3M
14 Cornerstone Wealth Partners, LLC 8.23% 145,241 $14.5M
15 Brickley Wealth Management 7.73% 451,270 $45.1M
16 Burton Enright Welch 7.57% 557,390 $55.7M
17 HMV Wealth Advisors, LLC 7.52% 160,275 $16.0M
18 Poinciana Advisors Group, LLC 6.78% 86,016 $8.6M
19 HBE Wealth Management, LLC 6.76% 77,615 $7.8M
20 Allegiance Financial Group Advisory Services LLC 6.73% 339,046 $33.8M
21 Valued Wealth Advisors LLC 6.47% 159,820 $16.0M
22 Morton Brown Family Wealth, LLC 6.37% 241,467 $24.1M
23 Prism Planning Partners LLC 6.34% 53,637 $5.4M
24 Unison Advisors LLC 6.27% 827,530 $82.6M
25 Red Lighthouse Investment Management, LLC 5.93% 175,760 $17.6M
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 (AVDV)

What does the Smart Money Trend signal show for AVDV?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added AVDV 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 AVDV?

More buyers than sellers — 65% buying: Last quarter: 395 funds were net buyers (107 opened a brand new position + 288 added to an existing one). Only 213 were sellers (181 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVDV holders?

Elite ownership — 47% AUM from top-100 funds: 24 of 646 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in AVDV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AVDV?

40% of holders stayed for 2+ years: 256 out of 647 hedge funds have held AVDV 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.

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

As of today, AVDV has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), AVDV has gained +6.7% vs +14.1% 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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