Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVSD)

88 + 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
↑ +7
Streak
7Q ▲
Buyers last Q
57%

Smart Money Signals — AVSD

Based on 89 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
89 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 — +48% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+48% 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.
🟡

Slight buying edge — 57% buying

43 buying33 selling
Last quarter: 43 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 9 → 15 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 25% medium ■ 34% new
37 out of 89 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.
📈

Growing discovery — still being found

12 → 13 → 9 → 15 → 13 new funds/Q
New funds entering each quarter: 13 → 9 → 15 → 13. A growing number of institutions are discovering AVSD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 48% new entrants

■ 37% veterans ■ 15% 1-2yr ■ 48% new
Of 89 current holders: 33 (37%) held 2+ years, 13 held 1–2 years, 43 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
8 of 89 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — AVSD

In 2026 Q1, 43 hedge funds were net buyers of AVSD (13 opened a new position, 30 added to an existing one), while 33 reduced or exited (27 trimmed, 6 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 89.

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.

Is It Too Late to Buy American Centy ETF Tr (AVSD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVSD 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 · 81d ago
AVSD
nan%
SPY
+15.1%

AVSD outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
AVSD
nan%
SPY
+1.3%

Since the filing became public, AVSD outperformed SPY by nan% .

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.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: AVSD
88 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 88 82 7.32%
13F Shares 5M 4M 26.51%
Total Value $347M $283M 22.25%
New Positions 13 15 -2
Increased Positions 30 28 +2
Closed Positions 7 3 +4
Reduced Positions 27 16 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVSD

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Financial Highlights

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Institutional Holders (2026 Q1)

88 + investors

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

QUARTER:
Top 25 AVSD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Financial Planning, Inc. 9.82% 310,632 $16.8M
2 Trailhead Planners LLC 5.68% 80,304 $5.9M
3 Northwest & Ethical Investments L.P. 3.38% 1,981,400 $145.9M
4 Clarity Asset Management, Inc. 2.38% 63,832 $4.7M
5 Riverwater Partners LLC 1.86% 75,873 $5.6M
6 Maseco LLP 1.62% 701,841 $51.7M
7 Northland Capital Management LLC 1.11% 27,670 $2.0M
8 MB Generational Wealth, LLC 0.81% 19,791 $1.5M
9 Trellis Wealth Advisors LLC 0.70% 24,945 $1.8M
10 Vestment Financial LLC 0.61% 16,111 $1.3M
11 Highland Financial Advisors, LLC 0.53% 27,396 $2.0M
12 Mason & Associates Inc 0.40% 28,734 $2.0M
13 Trademark Financial Management, LLC 0.37% 10,321 $760K
14 Verus Wealth Management, LLC 0.36% 5,300 $390K
15 Henrickson Nauta Wealth Advisors, Inc. 0.35% 17,010 $1.3M
16 Gts Financial, LLC 0.28% 5,827 $350K
17 Team Hewins, LLC 0.27% 12,269 $904K
18 Signature Resources Capital Management, LLC 0.23% 6,480 $477K
19 HUB Investment Partners, LLC 0.22% 122,186 $9.0M
20 Professional Financial Solutions LLC /Adv 0.21% 3,212 $237K
21 North Ridge Wealth Advisors, Inc. 0.20% 4,787 $353K
22 Revolve Wealth Partners, LLC 0.20% 20,697 $1.5M
23 Torren Management, LLC 0.18% 4,973 $366K
24 Oak Wealth Advisors LLC 0.17% 4,175 $307K
25 Fmb Wealth Management 0.17% 5,529 $407K
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 — 7 quarters in a row: For 7 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?

Slight buying edge — 57% buying: Last quarter: 43 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AVSD holders?

Smaller funds dominant — 7% AUM from top-100: 8 of 89 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVSD?

42% of holders stayed for 2+ years: 37 out of 89 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.

Is it too late to buy American Centy ETF Tr (AVSD) following the 2026 Q1 hedge fund 13F filings?

As of today, AVSD has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AVSD has gained nan% vs +15.1% 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.

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