Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — AVIV

Based on 157 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 AVIV 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
157 hedge funds hold AVIV 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 — +48% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+48% 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

93 buying53 selling
Last quarter: 93 funds were net buyers (29 opened a brand new position + 64 added to an existing one). Only 53 were sellers (43 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new AVIV position: 13 → 17 → 21 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 25% medium ■ 35% new
63 out of 157 hedge funds have held AVIV 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

14 → 13 → 17 → 21 → 29 new funds/Q
New funds entering each quarter: 13 → 17 → 21 → 29. 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, 41% new entrants

■ 36% veterans ■ 22% 1-2yr ■ 41% new
Of 157 current holders: 57 (36%) held 2+ years, 35 held 1–2 years, 65 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
13 of 157 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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: AVIV

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

Market Analysis: AVIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVIV

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

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 7 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: AVIV
2026 Q1 Stats Unlock in 17 days 157 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 157 138 13.77%
13F Shares 11M 10M 6.39%
Total Value $781M $696M 12.2%
New Positions 29 21 +8
Increased Positions 64 55 +9
Closed Positions 10 4 +6
Reduced Positions 43 29 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVIV

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

157 + investors

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

Top 25 institutional holders of AVIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foundry Financial Group, Inc. 8.11% 218,438 $16.3M
2 ATLas Financial Planning LLC 5.91% 88,019 $6.6M
3 Paladin Advisory Group, LLC 5.72% 100,464 $7.5M
4 Summit Portfolio Management, LTD. 5.36% 111,290 $8.3M
5 Northland Capital Management LLC 4.88% 119,374 $8.9M
6 IAG Wealth Partners, LLC 4.85% 580,522 $43.4M
7 WEBSTERROGERS FINANCIAL ADVISORS, LLC 4.43% 207,002 $15.5M
8 Frankly Finances, LLC 3.53% 52,180 $3.9M
9 BAYSHORE ASSET MANAGEMENT, LLC 3.32% 111,542 $8.3M
10 Navigoe, LLC 3.24% 73,410 $5K
11 Austin Wealth Management, LLC 2.77% 160,665 $12.2M
12 ATWOOD & PALMER INC 2.11% 499,116 $37.3M
13 Vestment Financial LLC 2.05% 55,187 $4.4M
14 ORBA Wealth Advisors, L.L.C. 1.82% 20,388 $1.5M
15 FINANCIAL MANAGEMENT NETWORK INC 1.71% 142,719 $11.2M
16 Global Strategic Investment Solutions, LLC 1.69% 231,424 $17.3M
17 Fonville Wealth Management LLC 1.53% 107,450 $8.0M
18 LAM GROUP, INC. 1.27% 30,790 $2.3M
19 COLLECTIVE FAMILY OFFICE LLC 1.17% 69,248 $5.2M
20 Prosperity Planning, Inc. 1.14% 60,276 $4.5M
21 Factor Wealth Management LTD 1.14% 80,902 $6.1M
22 McLean Asset Management Corp 0.81% 61,532 $4.6M
23 Harbor Group, Inc. 0.75% 69,310 $5.2M
24 DIXON FNANCIAL SERVICES, INC. 0.73% 21,740 $1.6M
25 Oceanside Advisors LLC 0.63% 14,666 $1.1M
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 (AVIV)

What does the Smart Money Trend signal show for AVIV?

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

More buyers than sellers — 64% buying: Last quarter: 93 funds were net buyers (29 opened a brand new position + 64 added to an existing one). Only 53 were sellers (43 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVIV holders?

Strong quality — 29% AUM from major funds: 13 of 157 holders rank in the top 100 by AUM, accounting for 29% 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 AVIV?

40% of holders stayed for 2+ years: 63 out of 157 hedge funds have held AVIV 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.