Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVEE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
5Q ▲
Buyers last Q
76%

Smart Money Signals — AVEE

Based on 30 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added AVEE 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
30 hedge funds hold AVEE right now — the highest count in 2.8 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 — +76% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+76% 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 — 76% buying

26 buying8 selling
Last quarter: 26 funds were net buyers (7 opened a brand new position + 19 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 8 → 5 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 47% entered in last year

■ 23% conviction (2yr+) ■ 30% medium ■ 47% new
Only 7 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~7 new funds/quarter

4 → 3 → 8 → 5 → 7 new funds/Q
New funds entering each quarter: 3 → 8 → 5 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

■ 17% veterans ■ 27% 1-2yr ■ 57% new
Of 30 current holders: 17 (57%) entered in the past year, only 5 (17%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
1 of 30 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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.

Institutional Sentiment Summary — AVEE

In 2026 Q2, 26 hedge funds were net buyers of AVEE (7 opened a new position, 19 added to an existing one), while 8 reduced or exited (3 trimmed, 5 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in AVEE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 30.

Hedge Fund Ownership: AVEE

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

Market Analysis: AVEE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVEE

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: AVEE
30 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 30 28 7.14%
13F Shares 1M 1M 6.94%
Total Value $79M $68M 16.79%
New Positions 7 5 +2
Increased Positions 19 16 +3
Closed Positions 5 2 +3
Reduced Positions 3 5 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVEE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

30 + investors

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

QUARTER:
Top 25 AVEE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cornerstone Wealth Partners, LLC 4.07% 126,209 $8.7M
2 Timonier Family Office, LTD. 1.61% 82,404 $5.7M
3 Tortoise Investment Management, LLC 0.95% 184,695 $12.8M
4 Ariadne Wealth Management, LP 0.82% 26,831 $1.9M
5 Richard P Slaughter Associates Inc 0.43% 31,618 $2.2M
6 Index Fund Advisors, Inc. 0.43% 155,463 $10.8M
7 Lam Group, INC. 0.34% 9,845 $683K
8 Ark & Tlk Investments, LLC 0.33% 19,253 $1.3M
9 Kane Co Wealth Management, Inc. 0.31% 5,822 $404K
10 Cypress Point Wealth Management, LLC 0.26% 18,648 $1.3M
11 Three Arch Wealth Management LLC 0.12% 11,743 $814K
12 ERn Financial, LLC 0.12% 10,807 $749K
13 Ares Financial Consulting, LLC 0.12% 2,432 $169K
14 Vista Capital Partners, INC. 0.12% 19,926 $1.4M
15 Mills Wealth Advisors LLC 0.09% 4,215 $292K
16 WorthPointe, LLC 0.06% 3,574 $248K
17 B&D White Capital Company, LLC 0.04% 5,474 $379K
18 Cardiff Park Advisors, LLC 0.03% 5,216 $362K
19 Avior Wealth Management, LLC 0.03% 15,259 $1.1M
20 Plancorp, LLC 0.01% 8,065 $542K
21 Evanson Financial, LLC 0.01% 2,936 $204K
22 American Century Companies Inc 0.01% 320,717 $22.2M
23 Beacon Pointe Advisors, LLC 0.01% 20,930 $1.5M
24 OneDigital Investment Advisors LLC 0.00% 3,761 $261K
25 Angeles Wealth Management, LLC 0.00% 261 $18K
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 (AVEE)

What does the Smart Money Trend signal show for AVEE?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added AVEE 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 AVEE?

More buyers than sellers — 76% buying: Last quarter: 26 funds were net buyers (7 opened a brand new position + 19 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVEE holders?

Strong quality — 28% AUM from major funds: 1 of 30 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AVEE?

Mostly new holders — 47% entered in last year: Only 7 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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