Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVLC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
8Q ▲
Buyers last Q
77%

Smart Money Signals — AVLC

Based on 76 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added AVLC 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
76 hedge funds hold AVLC right now — the highest count in 2.2 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 — +138% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+138% 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 — 77% buying

58 buying17 selling
Last quarter: 58 funds were net buyers (19 opened a brand new position + 39 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 15 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 51% entered in last year

■ 3% conviction (2yr+) ■ 46% medium ■ 51% new
Only 2 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

9 → 13 → 15 → 15 → 19 new funds/Q
New funds entering each quarter: 13 → 15 → 15 → 19. A growing number of institutions are discovering AVLC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 67% of holders entered in last year

■ 0% veterans ■ 33% 1-2yr ■ 67% new
Of 76 current holders: 51 (67%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
5 of 76 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — 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: AVLC

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

Market Analysis: AVLC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVLC

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

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 12 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: AVLC
2026 Q1 Stats Unlock in 17 days 76 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 76 62 22.58%
13F Shares 12M 10M 19.05%
Total Value $957M $775M 23.57%
New Positions 19 15 +4
Increased Positions 39 33 +6
Closed Positions 5 5 -
Reduced Positions 12 9 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVLC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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)

76 + investors

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

Top 25 institutional holders of AVLC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ridgeline Wealth, LLC 24.98% 449,618 $34.9M
2 Oak Root LLC 22.24% 2,351,457 $182.4M
3 Networth Advisors, LLC 13.30% 242,663 $18.8M
4 Buttonwood Financial Group, LLC 8.40% 176,093 $13.7M
5 Western Reserve Capital Management, LLC 8.35% 131,178 $10.2M
6 Cypress Point Wealth Management, LLC 8.31% 497,372 $38.6M
7 Pacific Life Fund Advisors LLC 7.13% 800,365 $62.1M
8 Mendota Financial Group, LLC 5.32% 92,625 $7.2M
9 ARCADIA INVESTMENT ADVISORS LLC 5.21% 142,261 $11.0M
10 Hills Bank & Trust Co 4.46% 1,188,777 $92.2M
11 Well Done, LLC 3.87% 339,426 $26.3M
12 Prosperity Planning, Inc. 2.82% 143,690 $11.1M
13 ShankerValleau Wealth Advisors, Inc. 1.98% 90,743 $7.0M
14 Global Strategic Investment Solutions, LLC 1.65% 218,787 $17.0M
15 Simplicity Wealth,LLC 1.63% 371,421 $28.8M
16 Canvas Wealth Advisors, LLC 1.15% 87,440 $6.8M
17 GRIMES & Co WEALTH MANAGEMENT, LLC 0.95% 443,964 $34.4M
18 Strategic Blueprint, LLC 0.64% 142,300 $11.0M
19 Waterfront Wealth Inc. 0.63% 44,545 $3.5M
20 DIXON FNANCIAL SERVICES, INC. 0.42% 11,933 $925K
21 LEGACY FINANCIAL GROUP, INC. 0.32% 15,524 $1.2M
22 Armbruster Capital Management, Inc. 0.27% 21,000 $1.6M
23 PARK AVENUE SECURITIES LLC 0.26% 425,109 $33K
24 CoreCap Advisors, LLC 0.22% 81,570 $6.3M
25 Plancorp, LLC 0.08% 36,267 $2.9M
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 (AVLC)

What does the Smart Money Trend signal show for AVLC?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added AVLC 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 AVLC?

More buyers than sellers — 77% buying: Last quarter: 58 funds were net buyers (19 opened a brand new position + 39 added to an existing one). Only 17 were sellers (12 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVLC holders?

Smaller funds dominant — 19% AUM from top-100: 5 of 76 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVLC?

Mostly new holders — 51% entered in last year: Only 2 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.