Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
11Q ▲
Buyers last Q
61%

Smart Money Signals — AVUS

Based on 583 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added AVUS 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
583 hedge funds hold AVUS 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 — +26% more funds vs a year ago

fund count last 6Q
+120 new funds entered over the past year (+26% 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 — 61% buying

315 buying198 selling
Last quarter: 315 funds were net buyers (63 opened a brand new position + 252 added to an existing one). Only 198 were sellers (168 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~63 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 46 → 67 → 67 → 63. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 24% new
280 out of 583 hedge funds have held AVUS 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.
💰

Value +26% but shares only +10% — price-driven

Value
+25%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +26%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

53 → 46 → 67 → 67 → 63 new funds/Q
New funds entering each quarter: 46 → 67 → 67 → 63. A growing number of institutions are discovering AVUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 32% newcomers

■ 48% veterans ■ 21% 1-2yr ■ 32% new
Entry-cohort mix of 583 holders: 277 (48%) are 2+ year veterans, 121 entered 1–2 years ago, and 185 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
27 of 580 holders rank in the top 100 by AUM, but together hold only 17% 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.

Institutional Sentiment Summary — AVUS

In 2026 Q2, 315 hedge funds were net buyers of AVUS (63 opened a new position, 252 added to an existing one), while 198 reduced or exited (168 trimmed, 30 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 583.

Hedge Fund Ownership: AVUS

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

Market Analysis: AVUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVUS

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 78 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: AVUS
574 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 574 550 4.36%
13F Shares 92M 84M 10.42%
Total Value $11.39B $9.05B 25.75%
New Positions 61 67 -6
Increased Positions 248 249 -1
Closed Positions 34 25 +9
Reduced Positions 168 138 +30
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVUS

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Institutional Holders (2026 Q2)

574 + investors

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

QUARTER:
Top 25 AVUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oak Root LLC 41.07% 2,905,949 $372.2M
2 Accredited Investor Services, LLC 37.45% 517,498 $66.3M
3 Aspen Private Advisors, LLC 35.48% 276,168 $35.4M
4 Sensenig Capital Advisors, Inc 28.53% 243,335 $31.2M
5 Tandemgrowth Financial Advisors LLC 25.81% 246,572 $31.6M
6 Great Point Wealth Advisors, LLC 24.46% 1,182,649 $151.5M
7 WMG Financial Advisors, LLC 24.44% 506,461 $64.9M
8 Arcadia Wealth Management, Inc. 22.53% 368,667 $47.2M
9 Align Financial, LLC 21.87% 344,040 $44.1M
10 Financial Plan, Inc. 17.36% 1,428,195 $182.9M
11 Signature Resources Capital Management, LLC 17.04% 337,465 $43.2M
12 Red Lighthouse Investment Management, LLC 16.62% 435,464 $55.8M
13 Continuum Wealth Advisors, LLC 14.69% 339,935 $43.5M
14 Oak Wealth Advisors LLC 13.83% 225,124 $28.8M
15 Poinciana Advisors Group, LLC 13.74% 144,854 $18.5M
16 Trace Wealth Advisors, LLC 13.64% 162,744 $20.8M
17 McCartney Wealth Management LLC 13.15% 135,414 $17.3M
18 Torren Management, LLC 12.84% 197,155 $25.3M
19 McLean Asset Management Corp 12.67% 751,137 $95.8M
20 Generations Wealth, LLC 11.99% 98,584 $12.6M
21 Hutchens & Kramer Investment Management Group, LLC 11.95% 348,287 $44.6M
22 Werba Rubin Papier Wealth Management 11.93% 767,323 $98.3M
23 Legacy Financial Group, INC. 11.66% 390,059 $50.0M
24 Quantum Financial Advisors, LLC 11.50% 907,573 $116.2M
25 Planwiser Financial, LLC 11.22% 126,080 $16.1M
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 (AVUS)

What does the Smart Money Trend signal show for AVUS?

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

More buyers than sellers — 61% buying: Last quarter: 315 funds were net buyers (63 opened a brand new position + 252 added to an existing one). Only 198 were sellers (168 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVUS holders?

Smaller funds dominant — 17% AUM from top-100: 27 of 580 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVUS?

48% of holders stayed for 2+ years: 280 out of 583 hedge funds have held AVUS 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.

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