Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVDV)

535 + 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
↑ +68
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — AVDV

Based on 535 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 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
535 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 — +40% more funds vs a year ago

fund count last 6Q
+152 new funds entered over the past year (+40% 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 — 68% buying

348 buying167 selling
Last quarter: 348 funds were net buyers (100 opened a brand new position + 248 added to an existing one). Only 167 were sellers (135 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter
Funds opening a new AVDV position: 53 → 56 → 66 → 100. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 26% medium ■ 31% new
230 out of 535 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

72 → 53 → 56 → 66 → 100 new funds/Q
New funds entering each quarter: 53 → 56 → 66 → 100. 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.
🏛️

Deep conviction — 40% of holders stayed 2+ years

■ 40% veterans ■ 17% 1-2yr ■ 43% new
Of 535 current holders: 216 (40%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
17 of 535 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 57 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: AVDV
2026 Q1 Stats Unlock in 22 days 535 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 535 468 14.32%
13F Shares 128M 111M 15.71%
Total Value $12.04B $9.83B 22.46%
New Positions 100 66 +34
Increased Positions 248 204 +44
Closed Positions 32 36 -4
Reduced Positions 136 131 +5
Total Calls 0 1 -100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVDV

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

535 + investors

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

Top 25 institutional holders of AVDV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CogentBlue Wealth Advisors, LLC 17.42% 259,429 $25.9M
2 DEFINE FINANCIAL, LLC 13.66% 252,101 $25.2M
3 Emprise Bank 11.56% 288,385 $28.8M
4 Invariant Investment Management 10.84% 167,728 $17.6M
5 QUARRY HILL ADVISORS, LLC 10.48% 236,077 $25.5M
6 Kaufman Rossin Wealth, LLC 9.41% 164,325 $16.4M
7 Peirce Capital Management, LLC 8.64% 221,292 $22.1M
8 Meredith Wealth Planning 8.48% 313,555 $31.3M
9 HMV Wealth Advisors, LLC 7.52% 160,275 $16.0M
10 POINCIANA ADVISORS GROUP, LLC 6.78% 86,016 $8.6M
11 Morton Brown Family Wealth, LLC 6.37% 241,467 $24.1M
12 STOLZ & ASSOCIATES, PS 5.87% 79,097 $8.4M
13 Squire Investment Management Company, LLC 5.53% 199,377 $19.9M
14 Aerodigm Wealth, LLC 5.28% 140,608 $14.0M
15 PW ADVISORS, LLC \ FL 5.02% 67,145 $6.7M
16 Marquette Asset Management, LLC 4.93% 330,321 $33.0M
17 Petersen Hastings Wealth Advisors Inc. 4.63% 505,685 $50.5M
18 Prosperity Planning, Inc. 4.59% 181,542 $18.1M
19 Ocean Park Asset Management, LLC 4.36% 127,950 $12.8M
20 FAMILY WEALTH PARTNERS, LLC 4.36% 127,950 $12.8M
21 Intergy Private Wealth, LLC 4.31% 147,139 $14.7M
22 Henrickson Nauta Wealth Advisors, Inc. 4.17% 148,675 $14.8M
23 DOPKINS WEALTH MANAGEMENT, LLC 4.14% 103,092 $10.3M
24 Avant Financial Advisors LLC 4.12% 58,739 $5.9M
25 Moisand Fitzgerald Tamayo, LLC 4.06% 378,227 $37.8M
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 — 68% buying: Last quarter: 348 funds were net buyers (100 opened a brand new position + 248 added to an existing one). Only 167 were sellers (135 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVDV holders?

Strong quality — 30% AUM from major funds: 17 of 535 holders rank in the top 100 by AUM, accounting for 30% 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 AVDV?

43% of holders stayed for 2+ years: 230 out of 535 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.

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.