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%

638+

Inst. Holders

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
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Analyst Recommendations

Stock Performance

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Company Profile: AVDV

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

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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
2026 Q2 Stats Unlock in 19 days 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)

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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