Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVGE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
11Q ▲
Buyers last Q
76%

Smart Money Signals — AVGE

Based on 156 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added AVGE 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
156 hedge funds hold AVGE 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 — +54% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+54% 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 — 76% buying

116 buying36 selling
Last quarter: 116 funds were net buyers (40 opened a brand new position + 76 added to an existing one). Only 36 were sellers (27 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new AVGE position: 11 → 25 → 10 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 36% new

■ 36% conviction (2yr+) ■ 28% medium ■ 36% new
Of the 156 current holders: 56 (36%) held >2 years, 44 held 1–2 years, and 56 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.
📈

Growing discovery — still being found

10 → 11 → 25 → 10 → 40 new funds/Q
New funds entering each quarter: 11 → 25 → 10 → 40. A growing number of institutions are discovering AVGE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 41% new entrants

■ 35% veterans ■ 24% 1-2yr ■ 41% new
Of 156 current holders: 55 (35%) held 2+ years, 37 held 1–2 years, 64 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
10 of 156 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — AVGE

In 2026 Q2, 116 hedge funds were net buyers of AVGE (40 opened a new position, 76 added to an existing one), while 36 reduced or exited (27 trimmed, 9 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 156.

Hedge Fund Ownership: AVGE

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

Market Analysis: AVGE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVGE

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 7 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: AVGE
156 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 156 125 24.8%
13F Shares 3M 3M 15.8%
Total Value $321M $249M 28.77%
New Positions 40 10 +30
Increased Positions 76 71 +5
Closed Positions 9 9 -
Reduced Positions 27 30 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVGE

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Financial Highlights

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Institutional Holders (2026 Q2)

156 + investors

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

QUARTER:
Top 25 AVGE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Meredith Wealth Planning 6.95% 297,253 $29.5M
2 GFG Capital, LLC 4.46% 163,602 $16.2M
3 Pacific Asset Management, LLC 3.50% 71,984 $7.1M
4 Cogent Private Wealth, Inc. 3.21% 51,846 $5.1M
5 Intelligent Financial Strategies 3.08% 64,521 $6.4M
6 Nova R Wealth, Inc. 2.77% 95,762 $9.5M
7 Align Financial, LLC 2.38% 48,466 $4.8M
8 Fmb Wealth Management 2.26% 62,065 $6.2M
9 Sprinkle Financial Consultants LLC 2.23% 57,470 $5.7M
10 Ridgeline Wealth, LLC 1.60% 27,621 $2.7M
11 Paragon Advisors, LLC 1.53% 73,594 $7.3M
12 Yardley Wealth Management LLC 1.52% 33,830 $3.4M
13 Entrewealth, LLC 1.45% 38,882 $3.9M
14 Magnolia Private Wealth, LLC 1.37% 25,230 $2.5M
15 Hutchens & Kramer Investment Management Group, LLC 1.27% 47,965 $4.8M
16 Compass Ion Advisors, LLC 1.02% 118,846 $11.8M
17 Wilkerson Advisory Group LLC 0.97% 32,013 $3.2M
18 Oceanside Advisors LLC 0.95% 18,920 $1.9M
19 Greenspring Advisors, LLC 0.91% 165,420 $16.4M
20 Fermata Advisors, LLC 0.88% 43,716 $4.3M
21 Integrity Wealth Solutions LLC 0.76% 20,692 $2.1M
22 Lam Group, INC. 0.70% 14,226 $1.4M
23 WMG Financial Advisors, LLC 0.68% 18,268 $1.8M
24 Curio Wealth, LLC 0.60% 19,674 $1.9M
25 Werba Rubin Papier Wealth Management 0.55% 45,424 $4.5M
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 (AVGE)

What does the Smart Money Trend signal show for AVGE?

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

More buyers than sellers — 76% buying: Last quarter: 116 funds were net buyers (40 opened a brand new position + 76 added to an existing one). Only 36 were sellers (27 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVGE holders?

Smaller funds dominant — 7% AUM from top-100: 10 of 156 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVGE?

Mixed — 36% long-term, 36% new: Of the 156 current holders: 56 (36%) held >2 years, 44 held 1–2 years, and 56 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.

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