Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVSD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
6Q ▲
Buyers last Q
67%

Smart Money Signals — AVSD

Based on 76 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added AVSD 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
76 hedge funds hold AVSD 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 — +52% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+52% 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

39 buying19 selling
Last quarter: 39 funds were net buyers (13 opened a brand new position + 26 added to an existing one). Only 19 were sellers (16 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 11 → 8 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 30% medium ■ 29% new
31 out of 76 hedge funds have held AVSD 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 — ~13 new funds/quarter

9 → 12 → 11 → 8 → 13 new funds/Q
New funds entering each quarter: 12 → 11 → 8 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 46% new entrants

■ 34% veterans ■ 20% 1-2yr ■ 46% new
Of 76 current holders: 26 (34%) held 2+ years, 15 held 1–2 years, 35 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
5 of 76 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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: AVSD

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

Market Analysis: AVSD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVSD

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: AVSD
2026 Q1 Stats Unlock in 16 days 76 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 76 66 15.15%
13F Shares 4M 1M 168.13%
Total Value $280M $101M 178.71%
New Positions 13 8 +5
Increased Positions 26 17 +9
Closed Positions 3 5 -2
Reduced Positions 16 17 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVSD

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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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Institutional Holders (2026 Q1)

76 + investors

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

Top 25 institutional holders of AVSD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MASECO LLP 1.62% 701,841 $51.7M
2 Northland Capital Management LLC 1.11% 27,670 $2.0M
3 Trellis Wealth Advisors LLC 0.70% 24,945 $1.8M
4 Vestment Financial LLC 0.61% 16,111 $1.3M
5 Highland Financial Advisors, LLC 0.53% 27,396 $2.0M
6 Mason & Associates Inc 0.40% 28,734 $2.0M
7 Trademark Financial Management, LLC 0.37% 10,321 $760K
8 VERUS WEALTH MANAGEMENT, LLC 0.36% 5,300 $390K
9 Henrickson Nauta Wealth Advisors, Inc. 0.35% 17,010 $1.3M
10 Team Hewins, LLC 0.27% 12,269 $904K
11 Signature Resources Capital Management, LLC 0.23% 6,480 $477K
12 Revolve Wealth Partners, LLC 0.20% 20,697 $1.5M
13 Torren Management, LLC 0.18% 4,973 $366K
14 Oak Wealth Advisors LLC 0.17% 4,175 $307K
15 FMB WEALTH MANAGEMENT 0.17% 5,529 $407K
16 Pacific Asset Management, LLC 0.16% 3,894 $287K
17 Opes Wealth Management LLC 0.15% 12,634 $930K
18 Burton Enright Welch 0.15% 15,195 $1.1M
19 Sprinkle Financial Consultants LLC 0.12% 3,665 $270K
20 Financial Plan, Inc. 0.07% 8,952 $659K
21 Tarbox Family Office, Inc. 0.07% 5,479 $404K
22 Kelman-Lazarov, Inc. 0.06% 5,687 $419K
23 Austin Asset Management Co Inc 0.03% 2,880 $212K
24 True Wealth Design, LLC 0.03% 1,511 $111K
25 CALIBER WEALTH MANAGEMENT, LLC / KS 0.03% 3,446 $254K
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 (AVSD)

What does the Smart Money Trend signal show for AVSD?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added AVSD 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 AVSD?

More buyers than sellers — 67% buying: Last quarter: 39 funds were net buyers (13 opened a brand new position + 26 added to an existing one). Only 19 were sellers (16 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVSD holders?

Smaller funds dominant — 6% AUM from top-100: 5 of 76 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVSD?

41% of holders stayed for 2+ years: 31 out of 76 hedge funds have held AVSD 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.