Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVMV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
8Q ▲
Buyers last Q
71%

Smart Money Signals — AVMV

Based on 62 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 AVMV 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
62 hedge funds hold AVMV 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 — +148% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+148% 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 — 71% buying

45 buying18 selling
Last quarter: 45 funds were net buyers (18 opened a brand new position + 27 added to an existing one). Only 18 were sellers (12 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new AVMV position: 18 → 8 → 10 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 45% entered in last year

■ 3% conviction (2yr+) ■ 52% medium ■ 45% 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.
➡️

Steady discovery — ~18 new funds/quarter

8 → 18 → 8 → 10 → 18 new funds/Q
New funds entering each quarter: 18 → 8 → 10 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 71% of holders entered in last year

■ 0% veterans ■ 29% 1-2yr ■ 71% new
Of 62 current holders: 44 (71%) 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 — 13% AUM from top-100

13% from top-100 AUM funds
6 of 62 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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.

Hedge Fund Ownership: AVMV

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

Market Analysis: AVMV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVMV

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

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: AVMV
2026 Q1 Stats Unlock in 22 days 62 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 62 50 24.0%
13F Shares 4M 3M 35.07%
Total Value $298M $212M 40.74%
New Positions 18 10 +8
Increased Positions 27 29 -2
Closed Positions 6 2 +4
Reduced Positions 12 7 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVMV

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Valuation Measures Data as of: --

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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) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

62 + investors

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

Top 25 institutional holders of AVMV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ENZI WEALTH 17.43% 677,009 $50.2M
2 WMG Financial Advisors, LLC 4.29% 138,490 $10.3M
3 ECLECTIC ASSOCIATES INC /ADV 4.02% 407,811 $30.2M
4 Moisand Fitzgerald Tamayo, LLC 3.55% 444,730 $33.0M
5 Evensky & Katz LLC 3.11% 736,997 $55K
6 Prosperity Planning, Inc. 2.74% 145,718 $10.8M
7 Family Investment Center, Inc. 2.30% 160,917 $11.9M
8 FINANCIAL MANAGEMENT NETWORK INC 1.72% 147,447 $11.2M
9 Falcon Wealth Planning 1.61% 318,355 $23.6M
10 Maridea Wealth Management LLC 0.88% 81,119 $6.0M
11 Triangle Securities Wealth Management 0.80% 47,262 $3.5M
12 Nvest Wealth Strategies, Inc. 0.77% 14,861 $1.1M
13 FIRST NATIONAL BANK SIOUX FALLS 0.77% 36,723 $2.8M
14 ProCore Advisors, LLC 0.71% 6,261 $464K
15 Premier Path Wealth Partners, LLC 0.31% 31,759 $2.4M
16 Stegent Equity Advisors, Inc. 0.27% 4,256 $316K
17 Allegheny Financial Group 0.16% 15,938 $1.2M
18 LexAurum Advisors, LLC 0.05% 5,010 $372K
19 Farther Finance Advisors, LLC 0.04% 55,073 $4.1M
20 GUYASUTA INVESTMENT ADVISORS INC 0.03% 6,886 $511K
21 Wedmont Private Capital 0.02% 9,215 $701K
22 HARBOR INVESTMENT ADVISORY, LLC 0.02% 2,751 $204K
23 Plancorp, LLC 0.01% 6,730 $510K
24 Private Advisor Group, LLC 0.00% 4,670 $346K
25 IFP Advisors, Inc 0.00% 619 $46K
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 (AVMV)

What does the Smart Money Trend signal show for AVMV?

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

More buyers than sellers — 71% buying: Last quarter: 45 funds were net buyers (18 opened a brand new position + 27 added to an existing one). Only 18 were sellers (12 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVMV holders?

Smaller funds dominant — 13% AUM from top-100: 6 of 62 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVMV?

Mostly new holders — 45% 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.