Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVLV)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — AVLV

Based on 478 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added AVLV 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
478 hedge funds hold AVLV 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 — +36% more funds vs a year ago

fund count last 6Q
+126 new funds entered over the past year (+36% 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 — 67% buying

304 buying149 selling
Last quarter: 304 funds were net buyers (70 opened a brand new position + 234 added to an existing one). Only 149 were sellers (123 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~70 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 43 → 54 → 69 → 70. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 29% new

34% conviction (2yr+) 36% medium 29% new
Of the 478 current holders: 164 (34%) held >2 years, 174 held 1–2 years, and 140 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

49 → 43 → 54 → 69 → 70 new funds/Q
New funds entering each quarter: 43 → 54 → 69 → 70. A growing number of institutions are discovering AVLV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 33% veterans, 39% new entrants

33% veterans 28% 1-2yr 39% new
Of 478 current holders: 159 (33%) held 2+ years, 133 held 1–2 years, 186 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
20 of 478 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — AVLV

In 2026 Q1, 304 hedge funds were net buyers of AVLV (70 opened a new position, 234 added to an existing one), while 149 reduced or exited (123 trimmed, 26 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in AVLV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +44 funds (more new holders than closures). Total institutional holders: 478.

Hedge Fund Ownership: AVLV

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

Market Analysis: AVLV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVLV

-- --

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

Is It Too Late to Buy American Centy ETF Tr (AVLV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVLV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
AVLV
+13.6%
SPY
+14.1%

AVLV outperformed SPY by -0.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
AVLV
+4.5%
SPY
+0.3%

Since the filing became public, AVLV outperformed SPY by +4.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 57 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: AVLV
475 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 475 434 9.45%
13F Shares 116M 110M 5.71%
Total Value $9.17B $8.37B 9.58%
New Positions 69 69 -
Increased Positions 233 216 +17
Closed Positions 28 30 -2
Reduced Positions 122 107 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVLV

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Institutional Holders (2026 Q1)

475 + investors

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

QUARTER:
Top 25 AVLV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Petersen Hastings Wealth Advisors Inc. 14.79% 2,002,480 $161.4M
2 Three Cord True Wealth Management, LLC 13.27% 296,162 $23.9M
3 Integrated Capital Management, INC. 13.21% 246,536 $19.9M
4 ESL Trust Services, LLC 12.97% 842,631 $67.9M
5 Cannon Financial Strategists, Inc. 11.97% 1,130,111 $91.1M
6 Moisand Fitzgerald Tamayo, LLC 11.77% 1,358,554 $109.5M
7 Northland Capital Management LLC 11.75% 266,638 $21.5M
8 Cornerstone Wealth Partners, LLC 11.58% 253,305 $20.4M
9 JRM Investment Counsel, LLC 11.43% 532,169 $42.9M
10 Kilner Capital Advisors, LLC 11.39% 147,509 $11.9M
11 Oceanside Advisors LLC 11.12% 241,729 $19.5M
12 Voisard Asset Management Group, INC. 10.94% 636,283 $51.3M
13 Falcon Wealth Planning 10.82% 1,970,576 $158.8M
14 Action Point Financial Planning, LLC 10.71% 148,952 $12.0M
15 Shotwell Rutter Baer Inc 10.26% 216,582 $17.5M
16 Allegiance Financial Group Advisory Services LLC 10.14% 632,785 $51.0M
17 ShoreHaven Wealth Partners, LLC 10.13% 349,848 $28.2M
18 Trailhead Planners LLC 10.11% 130,690 $10.5M
19 Heritage Wealth Management, Inc. /CA/ 10.01% 225,171 $18.2M
20 Providence Financial Advisors, LLC 9.66% 210,327 $17.0M
21 Sentinel Wealth Management, INC. 9.31% 144,345 $11.6M
22 Summit Portfolio Management, LTD. 8.89% 171,390 $13.8M
23 Bannerman Wealth Management Group, LLC 8.78% 161,559 $13.0M
24 Meritas Wealth Management, LLC 8.42% 231,132 $18.6M
25 TrustWell Financial Advisors, LLC 8.38% 114,355 $8.7M
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 (AVLV)

What does the Smart Money Trend signal show for AVLV?

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

More buyers than sellers — 67% buying: Last quarter: 304 funds were net buyers (70 opened a brand new position + 234 added to an existing one). Only 149 were sellers (123 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVLV holders?

Strong quality — 36% AUM from major funds: 20 of 478 holders rank in the top 100 by AUM, accounting for 36% 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 AVLV?

Mixed — 34% long-term, 29% new: Of the 478 current holders: 164 (34%) held >2 years, 174 held 1–2 years, and 140 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.

Is it too late to buy American Centy ETF Tr (AVLV) following the 2026 Q1 hedge fund 13F filings?

As of today, AVLV has moved +4.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +4.2%. Since the quarter end (March 31, 2026), AVLV has gained +13.6% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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