Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVUV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +89
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — AVUV

Based on 901 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 AVUV 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
901 hedge funds hold AVUV 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 — +21% more funds vs a year ago

fund count last 6Q
+158 new funds entered over the past year (+21% 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 — 68% buying

598 buying286 selling
Last quarter: 598 funds were net buyers (142 opened a brand new position + 456 added to an existing one). Only 286 were sellers (233 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+58 vs last Q)

new funds entering per quarter
Funds opening a new AVUV position: 77 → 91 → 84 → 142. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 32% medium ■ 23% new
411 out of 901 hedge funds have held AVUV 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

105 → 77 → 91 → 84 → 142 new funds/Q
New funds entering each quarter: 77 → 91 → 84 → 142. A growing number of institutions are discovering AVUV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 25% 1-2yr ■ 33% new
Of 903 current holders: 381 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
19 of 901 holders rank in the top 100 by AUM, but together hold only 16% 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: AVUV

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

Market Analysis: AVUV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVUV

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 97 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
5.1
/ 10
conviction
Hedge Fund Positioning: AVUV
2026 Q1 Stats Unlock in 20 days 903 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 903 816 10.66%
13F Shares 134M 127M 5.79%
Total Value $13.67B $12.62B 8.27%
New Positions 142 84 +58
Increased Positions 459 443 +16
Closed Positions 54 65 -11
Reduced Positions 237 236 +1
Total Calls 4 3 33.33%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 0.25 1.0 Bullish

Statistics: AVUV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

903 + investors

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

Top 25 institutional holders of AVUV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 QUARRY HILL ADVISORS, LLC 20.07% 415,067 $48.8M
2 Sherrill & Hutchins Financial Advisory, Inc 19.97% 306,117 $33.8M
3 Meredith Wealth Planning 17.72% 591,966 $65.4M
4 DEFINE FINANCIAL, LLC 14.92% 248,904 $27.5M
5 PW ADVISORS, LLC \ FL 13.73% 165,955 $18.3M
6 WMG Financial Advisors, LLC 13.33% 289,163 $31.9M
7 EAGLE WEALTH STRATEGIES LLC 12.93% 266,876 $29.5M
8 STOLZ & ASSOCIATES, PS 12.89% 159,658 $18.5M
9 POINCIANA ADVISORS GROUP, LLC 12.45% 142,800 $15.8M
10 ENZI WEALTH 11.93% 311,148 $34.4M
11 Meritas Wealth Management, LLC 11.35% 227,231 $25.1M
12 HMV Wealth Advisors, LLC 11.20% 215,726 $23.8M
13 Invariant Investment Management 11.19% 157,464 $18.2M
14 Unison Advisors LLC 11.13% 1,328,533 $146.8M
15 BWM Planning, LLC 10.21% 350,329 $38.7M
16 RW Investment Management LLC 9.78% 914,627 $101.0M
17 Creative Capital Management Investments LLC 9.51% 299,879 $33.1M
18 KEB ASSET MANAGEMENT, LLC 9.06% 428,174 $47.3M
19 WJ Interests, LLC 8.94% 210,747 $23.3M
20 Avondale Wealth Management 8.54% 157,244 $17.4M
21 Nvest Wealth Strategies, Inc. 7.60% 98,263 $10.9M
22 Evensky & Katz LLC 7.55% 1,200,901 $133K
23 Moisand Fitzgerald Tamayo, LLC 7.51% 632,849 $69.9M
24 Marquette Asset Management, LLC 7.51% 454,662 $50.2M
25 Three Cord True Wealth Management, LLC 7.45% 121,338 $13.4M
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 (AVUV)

What does the Smart Money Trend signal show for AVUV?

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

More buyers than sellers — 68% buying: Last quarter: 598 funds were net buyers (142 opened a brand new position + 456 added to an existing one). Only 286 were sellers (233 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVUV holders?

Smaller funds dominant — 16% AUM from top-100: 19 of 901 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVUV?

46% of holders stayed for 2+ years: 411 out of 901 hedge funds have held AVUV 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.