Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVSC)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
4Q ▲
Buyers last Q
67%

Smart Money Signals — AVSC

Based on 213 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added AVSC 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
213 hedge funds hold AVSC 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 — +59% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+59% 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

134 buying67 selling
Last quarter: 134 funds were net buyers (33 opened a brand new position + 101 added to an existing one). Only 67 were sellers (46 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 28 → 41 → 41 → 33. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 26% long-term, 39% new

26% conviction (2yr+) 35% medium 39% new
Of the 213 current holders: 56 (26%) held >2 years, 74 held 1–2 years, and 83 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.
➡️

Steady discovery — ~33 new funds/quarter

15 → 28 → 41 → 41 → 33 new funds/Q
New funds entering each quarter: 28 → 41 → 41 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 25% veterans, 46% new entrants

25% veterans 28% 1-2yr 46% new
Of 213 current holders: 54 (25%) held 2+ years, 60 held 1–2 years, 99 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
14 of 213 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.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 — AVSC

In 2026 Q1, 134 hedge funds were net buyers of AVSC (33 opened a new position, 101 added to an existing one), while 67 reduced or exited (46 trimmed, 21 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 213.

Hedge Fund Ownership: AVSC

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

Market Analysis: AVSC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVSC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy AMERICAN CENTY ETF TR (AVSC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVSC has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 71d ago
AVSC
+10.6%
SPY
+11.7%

AVSC outperformed SPY by -1.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
AVSC
+5.6%
SPY
-1.7%

Since the filing became public, AVSC outperformed SPY by +7.3% .

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.

7 top-rated funds 14 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: AVSC
211 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 211 201 4.98%
13F Shares 35M 32M 8.52%
Total Value $2.21B $1.94B 13.96%
New Positions 33 41 -8
Increased Positions 99 85 +14
Closed Positions 23 12 +11
Reduced Positions 46 39 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVSC

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)

211 + investors

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

QUARTER:
Top 25 institutional holders of AVSC — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wealth Management Nebraska 12.19% 1,089,651 $120.4M
2 Kilner Capital Advisors, LLC 11.70% 195,960 $12.2M
3 Cornerstone Wealth Partners, LLC 11.54% 326,613 $20.3M
4 Mason Investment Advisory Services, Inc. 10.32% 3,585,892 $223.4M
5 Shore Point Advisors, LLC 7.43% 403,181 $18.8M
6 Elwood & Goetz Wealth Advisory Group, LLC 7.24% 684,213 $42.6M
7 RETIREMENT FINANCIAL SOLUTIONS, LLC 6.71% 376,850 $23.5M
8 Three Arch Wealth Management LLC 5.26% 469,247 $29.2M
9 Ridgeline Wealth, LLC 3.23% 72,445 $4.5M
10 Choice Wealth Advisors LLC 3.17% 129,469 $8.1M
11 Foundry Financial Group, Inc. 3.14% 101,532 $6.3M
12 WEST PACES ADVISORS INC. 3.07% 254,079 $15.8M
13 Freedom Investment Management, Inc. 2.98% 161,226 $10.0M
14 Mendota Financial Group, LLC 2.63% 56,954 $3.5M
15 Networth Advisors, LLC 2.58% 58,615 $3.7M
16 Bauman Advisory Group, LLC 2.44% 55,888 $3.5M
17 Paul R. Ried Financial Group, LLC 2.33% 80,610 $5.0M
18 CAP Partners, LLC 2.31% 65,665 $4.1M
19 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 2.11% 201,160 $12.5M
20 Dogwood Wealth Management LLC 1.83% 67,480 $4.2M
21 WEBSTERROGERS FINANCIAL ADVISORS, LLC 1.76% 98,542 $6.1M
22 Haven Private, LLC 1.61% 59,444 $3.7M
23 Value Investment Professionals, LLC 1.60% 12,842 $1.4M
24 Level Financial Advisors 1.43% 89,950 $5.6M
25 Allodium Investment Consultants, LLC 1.39% 46,694 $2.9M
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 (AVSC)

What does the Smart Money Trend signal show for AVSC?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added AVSC 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 AVSC?

More buyers than sellers — 67% buying: Last quarter: 134 funds were net buyers (33 opened a brand new position + 101 added to an existing one). Only 67 were sellers (46 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVSC holders?

Smaller funds dominant — 13% AUM from top-100: 14 of 213 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 AVSC?

Mixed — 26% long-term, 39% new: Of the 213 current holders: 56 (26%) held >2 years, 74 held 1–2 years, and 83 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 (AVSC) following the 2026 Q1 hedge fund 13F filings?

As of today, AVSC has moved +5.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +7.3%. Since the quarter end (March 31, 2026), AVSC has gained +10.6% vs +11.7% 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.

Full history →