Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVLV)

400 + Investors. Track Smart Money conviction in AVLV. 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
66%

Smart Money Signals — AVLV

Based on 400 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 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
400 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 — +25% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+25% 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 — 66% buying

259 buying132 selling
Last quarter: 259 funds were net buyers (60 opened a brand new position + 199 added to an existing one). Only 132 were sellers (103 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new AVLV position: 42 → 43 → 47 → 60. 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, 26% new

■ 36% conviction (2yr+) ■ 37% medium ■ 26% new
Of the 400 current holders: 146 (36%) held >2 years, 148 held 1–2 years, and 106 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

66 → 42 → 43 → 47 → 60 new funds/Q
New funds entering each quarter: 42 → 43 → 47 → 60. A growing number of institutions are discovering AVLV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 32% veterans, 40% new entrants

■ 32% veterans ■ 28% 1-2yr ■ 40% new
Of 400 current holders: 127 (32%) held 2+ years, 114 held 1–2 years, 159 (40%) 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
18 of 400 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.
4.0
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: 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

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

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 39 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: AVLV
2026 Q1 Stats Unlock in 22 days 400 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 400 369 8.4%
13F Shares 108M 103M 4.29%
Total Value $8.20B $7.46B 9.89%
New Positions 60 47 +13
Increased Positions 199 204 -5
Closed Positions 29 24 +5
Reduced Positions 103 83 +20
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVLV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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 --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

400 + investors

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

Top 25 institutional holders of AVLV — 2025 Q4 · 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 Moisand Fitzgerald Tamayo, LLC 11.77% 1,358,554 $109.5M
4 Northland Capital Management LLC 11.75% 266,638 $21.5M
5 VOISARD ASSET MANAGEMENT GROUP, INC. 10.94% 636,283 $51.3M
6 Falcon Wealth Planning 10.82% 1,970,576 $158.8M
7 Shotwell Rutter Baer Inc 10.26% 216,582 $17.5M
8 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 8.78% 161,559 $13.0M
9 Meritas Wealth Management, LLC 8.42% 231,132 $18.6M
10 BostonPremier Wealth LLC 8.16% 195,848 $15.8M
11 ATLas Financial Planning LLC 7.52% 103,993 $8.4M
12 NIXON PEABODY TRUST CO 6.61% 1,031,823 $83.2M
13 Ridgeline Wealth, LLC 6.53% 113,084 $9.1M
14 Nova R Wealth, Inc. 6.48% 251,854 $20.3M
15 Networth Advisors, LLC 5.74% 100,736 $8.1M
16 WJ Interests, LLC 5.54% 178,928 $14.4M
17 FIRST NATIONAL BANK SIOUX FALLS 5.21% 225,021 $19.0M
18 Financial Futures Ltd Liability Co. 5.18% 146,162 $11.8M
19 Keyes, Stange & Wooten Wealth Management, LLC 5.12% 142,306 $11.5M
20 Foundry Financial Group, Inc. 5.01% 125,308 $10.1M
21 Austin Wealth Management, LLC 4.91% 265,529 $21.6M
22 Strategent Financial, LLC 4.84% 88,470 $7.1M
23 WEBSTERROGERS FINANCIAL ADVISORS, LLC 4.22% 182,801 $14.7M
24 Echo Wealth Management, LLC 4.10% 88,389 $7.1M
25 Fonville Wealth Management LLC 4.05% 263,925 $21.3M
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 — 66% buying: Last quarter: 259 funds were net buyers (60 opened a brand new position + 199 added to an existing one). Only 132 were sellers (103 trimmed + 29 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: 18 of 400 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 — 36% long-term, 26% new: Of the 400 current holders: 146 (36%) held >2 years, 148 held 1–2 years, and 106 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.