Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVMC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
8Q ▲
Buyers last Q
74%

Smart Money Signals — AVMC

Based on 49 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 AVMC 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
49 hedge funds hold AVMC 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 — +88% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+88% 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

39 buying14 selling
Last quarter: 39 funds were net buyers (15 opened a brand new position + 24 added to an existing one). Only 14 were sellers (7 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new AVMC position: 12 → 9 → 6 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 47% entered in last year

■ 4% conviction (2yr+) ■ 49% medium ■ 47% new
Only 2 funds (4%) 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.
➡️

Steady discovery — ~15 new funds/quarter

10 → 12 → 9 → 6 → 15 new funds/Q
New funds entering each quarter: 12 → 9 → 6 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 73% of holders entered in last year

■ 0% veterans ■ 27% 1-2yr ■ 73% new
Of 49 current holders: 36 (73%) 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 — 8% AUM from top-100

8% from top-100 AUM funds
4 of 49 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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: AVMC

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

Market Analysis: AVMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVMC

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: AVMC
2026 Q1 Stats Unlock in 22 days 49 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 49 41 19.51%
13F Shares 3M 3M 7.38%
Total Value $201M $183M 9.79%
New Positions 15 6 +9
Increased Positions 24 21 +3
Closed Positions 7 4 +3
Reduced Positions 7 7 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVMC

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)

49 + investors

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

Top 23 institutional holders of AVMC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Networth Advisors, LLC 9.10% 178,285 $12.9M
2 Wealth Management Partners, LLC 4.48% 217,157 $15.7M
3 Mendota Financial Group, LLC 3.67% 68,505 $4.9M
4 Tiller Private Wealth, Inc. 2.71% 105,533 $7.6M
5 Tarbox Family Office, Inc. 1.88% 160,661 $11.6M
6 CGN Advisors LLC 0.94% 165,461 $12.0M
7 Madrid Wealth Management, LLC 0.79% 14,455 $1.0M
8 Quad-Cities Investment Group, LLC 0.71% 24,537 $1.8M
9 WMG Financial Advisors, LLC 0.49% 16,300 $1.2M
10 GEN Financial Management, INC. 0.46% 10,305 $744K
11 Balance Wealth, LLC 0.44% 19,509 $1.4M
12 Gradient Capital Advisors, LLC 0.43% 22,776 $1.6M
13 LexAurum Advisors, LLC 0.41% 43,432 $3.1M
14 HTG Investment Advisors, Inc. 0.20% 9,821 $709K
15 Avondale Wealth Management 0.13% 3,754 $271K
16 Plancorp, LLC 0.03% 16,371 $1.2M
17 HB Wealth Management, LLC 0.02% 34,076 $2.5M
18 Farther Finance Advisors, LLC 0.01% 14,914 $1.1M
19 Trust Co 0.01% 1,264 $91K
20 ATWOOD & PALMER INC 0.01% 1,743 $126K
21 Merit Financial Group, LLC 0.00% 3,011 $218K
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 8,847 $639K
23 IFP Advisors, Inc 0.00% 492 $36K
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 (AVMC)

What does the Smart Money Trend signal show for AVMC?

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

More buyers than sellers — 74% buying: Last quarter: 39 funds were net buyers (15 opened a brand new position + 24 added to an existing one). Only 14 were sellers (7 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVMC holders?

Smaller funds dominant — 8% AUM from top-100: 4 of 49 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVMC?

Mostly new holders — 47% entered in last year: Only 2 funds (4%) 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.