Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVSF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
66%

Smart Money Signals — AVSF

Based on 71 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AVSF 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
71 hedge funds hold AVSF 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

48 buying25 selling
Last quarter: 48 funds were net buyers (17 opened a brand new position + 31 added to an existing one). Only 25 were sellers (18 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new AVSF position: 6 → 2 → 9 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 27% medium ■ 32% new
29 out of 71 hedge funds have held AVSF 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.
🚀

Acceleration phase — new buyers rushing in

10 → 6 → 2 → 9 → 17 new funds/Q
New funds entering each quarter: 6 → 2 → 9 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 39% veterans, 41% new entrants

■ 39% veterans ■ 20% 1-2yr ■ 41% new
Of 71 current holders: 28 (39%) held 2+ years, 14 held 1–2 years, 29 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
9 of 71 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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: AVSF

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

Market Analysis: AVSF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVSF

-- --
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: AVSF
2026 Q1 Stats Unlock in 18 days 71 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 71 61 16.39%
13F Shares 8M 9M -3.44%
Total Value $397M $412M -3.68%
New Positions 17 9 +8
Increased Positions 31 33 -2
Closed Positions 7 7 -
Reduced Positions 18 14 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVSF

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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) --
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) --
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Institutional Holders (2026 Q1)

71 + investors

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

Top 25 institutional holders of AVSF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Verus Financial Partners, Inc. 5.69% 1,355,906 $63.4M
2 Financial Plan, Inc. 4.27% 851,252 $39.8M
3 MASECO LLP 2.87% 1,955,930 $91.6M
4 HERITAGE OAK WEALTH ADVISORS LLC 2.30% 154,877 $7.2M
5 Networth Advisors, LLC 2.26% 68,271 $3.2M
6 Cogent Private Wealth, Inc. 2.01% 59,559 $2.8M
7 Allodium Investment Consultants, LLC 2.00% 89,394 $4.2M
8 Simplicity Wealth,LLC 1.94% 731,683 $34.2M
9 Mattern Wealth Management LLC 1.87% 205,258 $9.6M
10 Approach Retirement Advisors, LLC 1.77% 45,404 $2.1M
11 Pacific Life Fund Advisors LLC 1.68% 312,408 $14.6M
12 Navigoe, LLC 1.65% 59,698 $3K
13 Valued Wealth Advisors LLC 1.01% 53,409 $2.5M
14 Fulcrum Equity Management 0.77% 17,107 $801K
15 ATLas Financial Planning LLC 0.54% 12,927 $605K
16 Strategic Blueprint, LLC 0.45% 163,583 $7.7M
17 CoreCap Advisors, LLC 0.37% 233,395 $10.9M
18 PCG Wealth Advisors, LLC 0.36% 30,040 $1.4M
19 Factor Wealth Management LTD 0.32% 35,936 $1.7M
20 Hutchens & Kramer Investment Management Group, LLC 0.31% 21,125 $989K
21 marrick wealth, LLC 0.28% 7,009 $328K
22 SWMG, LLC 0.27% 19,907 $932K
23 Legacy Wealth Partners, LLC 0.23% 19,437 $910K
24 SC&H Financial Advisors, Inc. 0.20% 28,823 $1.3M
25 United Advisor Group, LLC 0.19% 33,632 $1.6M
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 (AVSF)

What does the Smart Money Trend signal show for AVSF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AVSF 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 AVSF?

More buyers than sellers — 66% buying: Last quarter: 48 funds were net buyers (17 opened a brand new position + 31 added to an existing one). Only 25 were sellers (18 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVSF holders?

Smaller funds dominant — 10% AUM from top-100: 9 of 71 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVSF?

41% of holders stayed for 2+ years: 29 out of 71 hedge funds have held AVSF 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.