Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVSE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
7Q ▲
Buyers last Q
55%

Smart Money Signals — AVSE

Based on 63 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 AVSE 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
63 hedge funds hold AVSE 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 — +37% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+37% 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 — 55% buying

33 buying27 selling
Last quarter: 33 funds bought or added vs 27 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 7 → 15 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 38% new

■ 35% conviction (2yr+) ■ 27% medium ■ 38% new
Of the 63 current holders: 22 (35%) held >2 years, 17 held 1–2 years, and 24 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 — ~10 new funds/quarter

9 → 9 → 7 → 15 → 10 new funds/Q
New funds entering each quarter: 9 → 7 → 15 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 35% veterans, 48% new entrants

■ 35% veterans ■ 17% 1-2yr ■ 48% new
Of 63 current holders: 22 (35%) held 2+ years, 11 held 1–2 years, 30 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
4 of 63 holders rank in the top 100 by AUM, but together hold only 11% 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 — AVSE

In 2026 Q1, 33 hedge funds were net buyers of AVSE (10 opened a new position, 23 added to an existing one), while 27 reduced or exited (18 trimmed, 9 sold completely) — a 55% 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: +1 funds (more new holders than closures). Total institutional holders: 63.

Hedge Fund Ownership: AVSE

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

Market Analysis: AVSE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVSE

-- --

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

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

Signal Freshness measures how much AVSE 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 · 78d ago
AVSE
+22.4%
SPY
+15.9%

AVSE outperformed SPY by +6.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
AVSE
+6.1%
SPY
+2.0%

Since the filing became public, AVSE outperformed SPY by +4.1% .

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.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: AVSE
62 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 62 62 -
13F Shares 2M 1M 51.67%
Total Value $117M $82M 43.53%
New Positions 10 15 -5
Increased Positions 22 25 -3
Closed Positions 10 10 -
Reduced Positions 18 14 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVSE

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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)

62 + investors

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

QUARTER:
Top 25 AVSE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Financial Planning, Inc. 3.66% 240,897 $6.3M
2 Riverwater Partners LLC 2.94% 132,575 $8.8M
3 Trailhead Planners LLC 2.48% 38,810 $2.6M
4 Maseco LLP 0.91% 435,371 $29.0M
5 Northland Capital Management LLC 0.50% 13,758 $916K
6 Highland Financial Advisors, LLC 0.43% 24,427 $1.6M
7 Vestment Financial LLC 0.27% 7,792 $578K
8 Opes Wealth Management LLC 0.24% 22,212 $1.5M
9 MB Generational Wealth, LLC 0.23% 6,361 $423K
10 Trellis Wealth Advisors LLC 0.22% 8,550 $569K
11 Mason & Associates Inc 0.18% 14,356 $924K
12 Team Hewins, LLC 0.13% 6,791 $452K
13 Accurate Wealth Management, LLC 0.13% 14,633 $1.0M
14 Curio Wealth, LLC 0.12% 5,176 $345K
15 Old Mission Capital LLC 0.11% 107,829 $7.2M
16 Burton Enright Welch 0.10% 11,581 $771K
17 Level Financial Advisors 0.10% 6,172 $411K
18 Trademark Financial Management, LLC 0.10% 3,073 $205K
19 Cambridge Financial Group, LLC 0.09% 4,101 $273K
20 Dunhill Financial, LLC 0.08% 5,286 $352K
21 WealthCollab, LLC 0.07% 2,499 $166K
22 Signature Resources Capital Management, LLC 0.07% 2,136 $142K
23 Tarbox Family Office, Inc. 0.07% 6,105 $406K
24 LexAurum Advisors, LLC 0.07% 7,571 $504K
25 Leonard Rickey Investment Advisors P.L.L.C. 0.06% 5,632 $375K
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 (AVSE)

What does the Smart Money Trend signal show for AVSE?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added AVSE 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 AVSE?

Slight buying edge — 55% buying: Last quarter: 33 funds bought or added vs 27 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 AVSE holders?

Smaller funds dominant — 11% AUM from top-100: 4 of 63 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVSE?

Mixed — 35% long-term, 38% new: Of the 63 current holders: 22 (35%) held >2 years, 17 held 1–2 years, and 24 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 (AVSE) following the 2026 Q1 hedge fund 13F filings?

As of today, AVSE has moved +6.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +4.1%. Since the quarter end (March 31, 2026), AVSE has gained +22.4% vs +15.9% 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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