Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVRE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — AVRE

Based on 137 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 AVRE 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
137 hedge funds hold AVRE 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 — +21% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+21% 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

88 buying43 selling
Last quarter: 88 funds were net buyers (17 opened a brand new position + 71 added to an existing one). Only 43 were sellers (34 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new AVRE position: 18 → 8 → 11 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 31% medium ■ 18% new
70 out of 137 hedge funds have held AVRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~17 new funds/quarter

22 → 18 → 8 → 11 → 17 new funds/Q
New funds entering each quarter: 18 → 8 → 11 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 19% 1-2yr ■ 34% new
Of 137 current holders: 64 (47%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
10 of 137 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: AVRE

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

Market Analysis: AVRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVRE

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

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 6 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: AVRE
2026 Q1 Stats Unlock in 19 days 137 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 137 129 6.2%
13F Shares 11M 10M 8.14%
Total Value $492M $465M 5.96%
New Positions 17 11 +6
Increased Positions 71 75 -4
Closed Positions 9 7 +2
Reduced Positions 34 24 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVRE

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

137 + investors

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

Top 25 institutional holders of AVRE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Physician Wealth Solutions Inc. 5.27% 289,024 $12.7M
2 ShankerValleau Wealth Advisors, Inc. 4.64% 373,644 $16.4M
3 Prairiewood Capital, LLC 3.93% 308,563 $13.6M
4 Financial Plan, Inc. 3.36% 712,325 $31.4M
5 LAM GROUP, INC. 3.20% 132,335 $5.8M
6 QUARRY HILL ADVISORS, LLC 3.14% 159,262 $7.6M
7 BetterWealth, LLC 2.93% 339,282 $14.9M
8 Equita Financial Network, Inc. 2.87% 207,355 $9.1M
9 Networth Advisors, LLC 2.13% 68,573 $3.0M
10 Quantum Financial Advisors, LLC 2.10% 424,242 $18.7M
11 marrick wealth, LLC 1.95% 52,739 $2.3M
12 Level Financial Advisors 1.95% 173,245 $7.6M
13 Valued Wealth Advisors LLC 1.68% 94,206 $4.1M
14 LexAurum Advisors, LLC 1.64% 286,640 $12.6M
15 BLVD Private Wealth, LLC 1.60% 41,801 $1.8M
16 Life Planning Partners, Inc 1.32% 39,425 $1.7M
17 HTG Investment Advisors, Inc. 1.25% 99,734 $4.4M
18 COLLECTIVE FAMILY OFFICE LLC 1.18% 119,334 $5.3M
19 Sprinkle Financial Consultants LLC 1.09% 53,546 $2.4M
20 Austin Wealth Management, LLC 1.06% 103,926 $4.7M
21 WMG Financial Advisors, LLC 1.04% 56,837 $2.5M
22 Cogent Private Wealth, Inc. 0.59% 18,526 $816K
23 Avant Financial Advisors LLC 0.53% 17,082 $752K
24 POINCIANA ADVISORS GROUP, LLC 0.53% 15,144 $667K
25 PCG Wealth Advisors, LLC 0.38% 34,561 $1.5M
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 (AVRE)

What does the Smart Money Trend signal show for AVRE?

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

More buyers than sellers — 67% buying: Last quarter: 88 funds were net buyers (17 opened a brand new position + 71 added to an existing one). Only 43 were sellers (34 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVRE holders?

Smaller funds dominant — 9% AUM from top-100: 10 of 137 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVRE?

51% of holders stayed for 2+ years: 70 out of 137 hedge funds have held AVRE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.