Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVSU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — AVSU

Based on 72 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added AVSU 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
72 hedge funds hold AVSU 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 — +31% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+31% 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 — 60% buying

39 buying26 selling
Last quarter: 39 funds were net buyers (9 opened a brand new position + 30 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 7 → 7 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 35% medium ■ 22% new
31 out of 72 hedge funds have held AVSU 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.
📊

Peak discovery — momentum slowing

7 → 14 → 7 → 7 → 9 new funds/Q
New funds entering each quarter: 14 → 7 → 7 → 9. AVSU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 38% veterans, 40% new entrants

■ 38% veterans ■ 22% 1-2yr ■ 40% new
Of 72 current holders: 27 (38%) held 2+ years, 16 held 1–2 years, 29 (40%) 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
3 of 72 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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: AVSU

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

Market Analysis: AVSU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVSU

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: AVSU
2026 Q1 Stats Unlock in 17 days 72 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 72 70 2.86%
13F Shares 3M 3M 3.23%
Total Value $206M $192M 7.33%
New Positions 9 7 +2
Increased Positions 30 19 +11
Closed Positions 7 4 +3
Reduced Positions 19 26 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVSU

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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 --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

72 + investors

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

Top 25 institutional holders of AVSU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MASECO LLP 3.00% 1,292,915 $95.6M
2 Highland Financial Advisors, LLC 2.95% 151,038 $11.2M
3 Northland Capital Management LLC 2.90% 71,851 $5.3M
4 Vestment Financial LLC 1.02% 26,459 $2.2M
5 Trellis Wealth Advisors LLC 0.90% 31,909 $2.4M
6 FMB WEALTH MANAGEMENT 0.35% 11,581 $856K
7 Oak Wealth Advisors LLC 0.35% 8,635 $638K
8 Signature Resources Capital Management, LLC 0.29% 8,420 $622K
9 QUARRY HILL ADVISORS, LLC 0.26% 7,606 $621K
10 Trademark Financial Management, LLC 0.24% 6,658 $492K
11 Kelman-Lazarov, Inc. 0.22% 21,059 $1.6M
12 Torren Management, LLC 0.22% 5,926 $438K
13 Sprinkle Financial Consultants LLC 0.18% 5,231 $387K
14 ABLE Financial Group, LLC 0.17% 11,416 $844K
15 BFSG, LLC 0.15% 21,730 $1.6M
16 Henrickson Nauta Wealth Advisors, Inc. 0.13% 6,091 $450K
17 Financial Plan, Inc. 0.11% 14,204 $1.1M
18 Team Hewins, LLC 0.11% 4,839 $358K
19 LexAurum Advisors, LLC 0.10% 9,912 $733K
20 Austin Asset Management Co Inc 0.07% 5,910 $437K
21 True Wealth Design, LLC 0.05% 2,374 $175K
22 Wealth Enhancement Trust Services, Inc. 0.03% 3,708 $274K
23 ELEVATION WEALTH PARTNERS, LLC 0.03% 1,011 $75K
24 Indivisible Partners 0.02% 3,664 $271K
25 JOURNEY STRATEGIC WEALTH LLC 0.02% 12,507 $925K
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 (AVSU)

What does the Smart Money Trend signal show for AVSU?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added AVSU 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 AVSU?

More buyers than sellers — 60% buying: Last quarter: 39 funds were net buyers (9 opened a brand new position + 30 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVSU holders?

Smaller funds dominant — 7% AUM from top-100: 3 of 72 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 AVSU?

43% of holders stayed for 2+ years: 31 out of 72 hedge funds have held AVSU 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.