Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVLV)

563 + 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
↑ +89
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — AVLV

Based on 568 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 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
568 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 — +54% more funds vs a year ago

fund count last 6Q
+200 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 — 74% buying

393 buying141 selling
Last quarter: 393 funds were net buyers (115 opened a brand new position + 278 added to an existing one). Only 141 were sellers (115 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+44 vs last Q)

new funds entering per quarter
Funds opening a new AVLV position: 54 → 69 → 71 → 115. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 36% new

■ 34% conviction (2yr+) ■ 30% medium ■ 36% new
Of the 568 current holders: 193 (34%) held >2 years, 170 held 1–2 years, and 205 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.
🚀

Acceleration phase — new buyers rushing in

44 → 54 → 69 → 71 → 115 new funds/Q
New funds entering each quarter: 54 → 69 → 71 → 115. 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 — 32% veterans, 43% new entrants

■ 32% veterans ■ 24% 1-2yr ■ 43% new
Of 568 current holders: 184 (32%) held 2+ years, 139 held 1–2 years, 245 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
24 of 567 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in AVLV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — AVLV

In 2026 Q2, 393 hedge funds were net buyers of AVLV (115 opened a new position, 278 added to an existing one), while 141 reduced or exited (115 trimmed, 26 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in AVLV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +89 funds (more new holders than closures). Total institutional holders: 568.

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 Q2 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 June 30, 2026 · 87d ago
AVLV
+0.4%
SPY
+3.1%

AVLV outperformed SPY by -2.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 42d ago
AVLV
-3.4%
SPY
-1.8%

Since the filing became public, AVLV outperformed SPY by -1.6% .

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.

13 top-rated funds 71 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: AVLV
563 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 563 479 17.54%
13F Shares 190M 117M 62.09%
Total Value $14.93B $9.24B 61.62%
New Positions 113 71 +42
Increased Positions 277 234 +43
Closed Positions 28 27 +1
Reduced Positions 114 123 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVLV

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Financial Highlights

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Institutional Holders (2026 Q2)

563 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integrated Capital Management, INC. 15.06% 236,633 $21.6M
2 Petersen Hastings Wealth Advisors Inc. 14.90% 1,946,250 $177.5M
3 Three Cord True Wealth Management, LLC 13.56% 312,452 $28.5M
4 Armstrong, Fleming & Moore, Inc 13.55% 448,575 $40.9M
5 ESL Trust Services, LLC 13.12% 843,691 $77.0M
6 Moisand Fitzgerald Tamayo, LLC 12.08% 1,356,674 $123.7M
7 Falcon Wealth Planning 11.96% 2,077,645 $189.5M
8 JRM Investment Counsel, LLC 11.96% 541,727 $49.4M
9 Cornerstone Wealth Partners, LLC 11.83% 279,084 $25.5M
10 Cannon Financial Strategists, Inc. 11.74% 1,130,339 $103.1M
11 Providence Financial Advisors, LLC 11.70% 225,587 $20.6M
12 Kilner Capital Advisors, LLC 11.29% 144,529 $13.2M
13 Oceanside Advisors LLC 11.23% 243,901 $22.2M
14 Voisard Asset Management Group, INC. 10.98% 636,183 $58.0M
15 Allegiance Financial Group Advisory Services LLC 10.69% 676,877 $61.7M
16 ShoreHaven Wealth Partners, LLC 10.68% 372,316 $34.0M
17 Shotwell Rutter Baer Inc 10.54% 210,507 $19.2M
18 Trailhead Planners LLC 10.28% 116,585 $10.6M
19 Sentinel Wealth Management, INC. 9.32% 145,009 $13.2M
20 Meritas Wealth Management, LLC 8.84% 248,212 $22.6M
21 Bannerman Wealth Management Group, LLC 8.70% 163,551 $14.9M
22 WJ Interests, LLC 8.66% 246,306 $22.5M
23 Wealth Management Nebraska 8.47% 1,040,364 $94.9M
24 Northland Capital Management LLC 8.34% 169,703 $15.5M
25 B&D White Capital Company, LLC 8.20% 903,710 $82.4M
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 — 74% buying: Last quarter: 393 funds were net buyers (115 opened a brand new position + 278 added to an existing one). Only 141 were sellers (115 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVLV holders?

Elite ownership — 49% AUM from top-100 funds: 24 of 567 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in AVLV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AVLV?

Mixed — 34% long-term, 36% new: Of the 568 current holders: 193 (34%) held >2 years, 170 held 1–2 years, and 205 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 Q2 hedge fund 13F filings?

As of today, AVLV has moved -3.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -1.6%. Since the quarter end (June 30, 2026), AVLV has gained +0.4% vs +3.1% 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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