Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVES)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — AVES

Based on 141 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 AVES 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
141 hedge funds hold AVES 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 — +28% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+28% 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 — 64% buying

84 buying48 selling
Last quarter: 84 funds were net buyers (25 opened a brand new position + 59 added to an existing one). Only 48 were sellers (35 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new AVES position: 15 → 12 → 19 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 33% medium ■ 26% new
58 out of 141 hedge funds have held AVES 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

15 → 15 → 12 → 19 → 25 new funds/Q
New funds entering each quarter: 15 → 12 → 19 → 25. 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 — 36% veterans, 38% new entrants

■ 36% veterans ■ 26% 1-2yr ■ 38% new
Of 141 current holders: 51 (36%) held 2+ years, 36 held 1–2 years, 54 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
14 of 141 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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: AVES

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

Market Analysis: AVES

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVES

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

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 8 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: AVES
2026 Q1 Stats Unlock in 19 days 141 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 141 129 9.3%
13F Shares 10M 9M 17.7%
Total Value $595M $496M 19.84%
New Positions 25 19 +6
Increased Positions 59 51 +8
Closed Positions 13 10 +3
Reduced Positions 35 32 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVES

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Valuation Measures Data as of: --

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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 --
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Institutional Holders (2026 Q1)

141 + investors

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

Top 25 institutional holders of AVES — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ATLas Financial Planning LLC 5.39% 100,141 $6.0M
2 Meredith Wealth Planning 4.64% 285,808 $17.1M
3 FIDELITY D & D BANCORP INC 4.44% 184,571 $11.1M
4 Summit Portfolio Management, LTD. 4.21% 109,000 $6.5M
5 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 3.68% 91,017 $5.5M
6 Armbruster Capital Management, Inc. 3.42% 348,389 $20.9M
7 Oceanside Advisors LLC 3.20% 93,490 $5.6M
8 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3.14% 2,585,886 $155.1M
9 Northland Capital Management LLC 2.34% 71,412 $4.3M
10 EJMK Ventures LLC 2.23% 66,619 $4.0M
11 Austin Wealth Management, LLC 2.08% 152,170 $9.2M
12 BAYSHORE ASSET MANAGEMENT, LLC 2.05% 86,044 $5.2M
13 Apeiron RIA LLC 2.05% 147,702 $8.9M
14 BSW Wealth Partners 1.41% 192,525 $11.5M
15 Symmetry Partners, LLC 1.34% 389,659 $23.4M
16 ANDERSON HOAGLAND & CO 0.85% 164,057 $9.8M
17 Global Strategic Investment Solutions, LLC 0.84% 143,616 $8.6M
18 LAM GROUP, INC. 0.54% 16,360 $981K
19 ENZI WEALTH 0.47% 22,476 $1.3M
20 marrick wealth, LLC 0.46% 9,098 $546K
21 Gibson Capital, LLC 0.41% 36,620 $2.2M
22 Comprehensive Money Management Services LLC 0.34% 8,610 $516K
23 Seed Wealth Management, Inc. 0.33% 7,880 $473K
24 Cypress Point Wealth Management, LLC 0.31% 23,650 $1.4M
25 Sensible Money, LLC 0.30% 16,339 $980K
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 (AVES)

What does the Smart Money Trend signal show for AVES?

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

More buyers than sellers — 64% buying: Last quarter: 84 funds were net buyers (25 opened a brand new position + 59 added to an existing one). Only 48 were sellers (35 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVES holders?

Strong quality — 21% AUM from major funds: 14 of 141 holders rank in the top 100 by AUM, accounting for 21% 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 AVES?

41% of holders stayed for 2+ years: 58 out of 141 hedge funds have held AVES 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.