Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +107
Streak
11Q ▲
Buyers last Q
72%

Smart Money Signals — AVEM

Based on 734 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 AVEM 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
734 hedge funds hold AVEM 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 — +55% more funds vs a year ago

fund count last 6Q
+261 new funds entered over the past year (+55% 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 — 72% buying

515 buying197 selling
Last quarter: 515 funds were net buyers (145 opened a brand new position + 370 added to an existing one). Only 197 were sellers (159 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new AVEM position: 71 → 65 → 123 → 145. 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, 36% new

■ 38% conviction (2yr+) ■ 26% medium ■ 36% new
Of the 734 current holders: 280 (38%) held >2 years, 192 held 1–2 years, and 262 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.
💰

Value +73% but shares only +19% — price-driven

Value
+73%
Shares
+18%
Last quarter: the total dollar value of institutional holdings rose +73%, but actual share count only changed +19%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

86 → 71 → 65 → 123 → 145 new funds/Q
New funds entering each quarter: 71 → 65 → 123 → 145. 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.
📊

Mixed cohorts — 33% veterans, 47% new entrants

■ 33% veterans ■ 20% 1-2yr ■ 47% new
Of 734 current holders: 244 (33%) held 2+ years, 146 held 1–2 years, 344 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
20 of 734 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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: AVEM

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

Market Analysis: AVEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVEM

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

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 58 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: AVEM
2026 Q1 Stats Unlock in 22 days 734 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 734 627 17.07%
13F Shares 193M 162M 18.55%
Total Value $21.16B $12.22B 73.17%
New Positions 145 123 +22
Increased Positions 370 286 +84
Closed Positions 38 34 +4
Reduced Positions 159 149 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVEM

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

734 + investors

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

Top 25 institutional holders of AVEM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Buttonwood Financial Group, LLC 12.35% 249,088 $20.1M
2 Oak Root LLC 10.57% 1,075,466 $86.7M
3 ACT Advisors, LLC. 10.55% 307,985 $24.8M
4 Morton Brown Family Wealth, LLC 9.91% 465,309 $37.5M
5 Armstrong, Fleming & Moore, Inc 9.00% 263,143 $21.2M
6 WJ Interests, LLC 7.99% 258,181 $20.8M
7 Invariant Investment Management 7.82% 148,404 $12.7M
8 GREENUP STREET WEALTH MANAGEMENT LLC 7.03% 619,902 $50.0M
9 McLean Asset Management Corp 6.93% 491,761 $39.6M
10 Tarbox Family Office, Inc. 6.76% 516,850 $41.6M
11 DEFINE FINANCIAL, LLC 6.62% 151,258 $12.2M
12 Echo Wealth Management, LLC 6.26% 134,959 $10.9M
13 Shotwell Rutter Baer Inc 6.16% 130,195 $10.5M
14 Oak Wealth Advisors LLC 5.58% 126,063 $10.2M
15 Higgins & Schmidt Wealth Strategies LLC 5.45% 148,030 $11.9M
16 SOL Capital Management CO 4.98% 169,416 $10.3M
17 Avant Financial Advisors LLC 4.89% 86,316 $7.0M
18 Arlington Financial Advisors, LLC 4.72% 410,855 $33.1M
19 VISIONARY HORIZONS, LLC 4.66% 117,280 $9.5M
20 WEBSTERROGERS FINANCIAL ADVISORS, LLC 4.57% 198,200 $16.0M
21 Choice Wealth Advisors LLC 4.40% 139,226 $11.2M
22 Financial Plan, Inc. 4.37% 506,092 $40.8M
23 PW ADVISORS, LLC \ FL 4.30% 71,177 $5.7M
24 Magnolia Private Wealth, LLC 4.29% 210,453 $6.4M
25 INVENIO WEALTH PARTNERS LLC 4.19% 130,901 $10.5M
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 (AVEM)

What does the Smart Money Trend signal show for AVEM?

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

More buyers than sellers — 72% buying: Last quarter: 515 funds were net buyers (145 opened a brand new position + 370 added to an existing one). Only 197 were sellers (159 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVEM holders?

Strong quality — 24% AUM from major funds: 20 of 734 holders rank in the top 100 by AUM, accounting for 24% 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 AVEM?

Mixed — 38% long-term, 36% new: Of the 734 current holders: 280 (38%) held >2 years, 192 held 1–2 years, and 262 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.

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.