Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (FLV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — FLV

Based on 43 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FLV 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
43 hedge funds hold FLV 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 — +39% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+39% 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 — 67% buying

28 buying14 selling
Last quarter: 28 funds were net buyers (11 opened a brand new position + 17 added to an existing one). Only 14 were sellers (11 trimmed + 3 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 FLV position: 5 → 6 → 3 → 11. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 30% medium ■ 30% new
17 out of 43 hedge funds have held FLV 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

6 → 5 → 6 → 3 → 11 new funds/Q
New funds entering each quarter: 5 → 6 → 3 → 11. A growing number of institutions are discovering FLV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 16% 1-2yr ■ 42% new
Of 43 current holders: 18 (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.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
10 of 43 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in FLV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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: FLV

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

Market Analysis: FLV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLV

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: FLV
2026 Q1 Stats Unlock in 15 days 43 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 43 35 22.86%
13F Shares 3M 3M 13.13%
Total Value $250M $215M 16.17%
New Positions 11 3 +8
Increased Positions 17 13 +4
Closed Positions 3 3 -
Reduced Positions 11 14 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

43 + investors

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

Top 22 institutional holders of FLV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Koenig Investment Advisory, LLC 13.34% 204,760 $15.7M
2 Midwestern Financial, LLC /IA 7.43% 123,191 $9.4M
3 Networth Advisors, LLC 5.43% 100,255 $7.7M
4 Sunpointe, LLC 1.25% 49,825 $3.8M
5 Bedel Financial Consulting, Inc. 0.76% 88,099 $6.8M
6 SkyOak Wealth, LLC 0.59% 41,744 $3.2M
7 Dominguez Wealth Management Solutions, Inc. 0.39% 8,304 $637K
8 CREATIVE FINANCIAL DESIGNS INC /ADV 0.25% 53,689 $4.1M
9 Signature Wealth Management Group 0.10% 3,445 $264K
10 ORRSTOWN FINANCIAL SERVICES INC 0.10% 7,425 $569K
11 Peak Planning Group, LLC 0.10% 4,473 $343K
12 Legacy Wealth Partners, LLC 0.07% 3,658 $281K
13 Investment Advisory Group, LLC 0.06% 3,100 $238K
14 J.W. COLE ADVISORS, INC. 0.02% 7,600 $583K
15 ENVESTNET ASSET MANAGEMENT INC 0.01% 644,471 $49.4M
16 MML INVESTORS SERVICES, LLC 0.01% 48,655 $3.7M
17 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 66,427 $5.1M
18 SIGNATUREFD, LLC 0.00% 3,938 $302K
19 DAVENPORT & Co LLC 0.00% 6,971 $535K
20 CENTRAL TRUST Co 0.00% 1,919 $147K
21 UBS Group AG 0.00% 31,317 $2.4M
22 Farther Finance Advisors, LLC 0.00% 474 $36K
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 (FLV)

What does the Smart Money Trend signal show for FLV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FLV 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 FLV?

More buyers than sellers — 67% buying: Last quarter: 28 funds were net buyers (11 opened a brand new position + 17 added to an existing one). Only 14 were sellers (11 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FLV holders?

Elite ownership — 54% AUM from top-100 funds: 10 of 43 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in FLV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FLV?

40% of holders stayed for 2+ years: 17 out of 43 hedge funds have held FLV 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.