Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
11Q ▲
Buyers last Q
63%

Smart Money Signals — AVIV

Based on 181 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added AVIV 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
181 hedge funds hold AVIV 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 — +51% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+51% 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 — 63% buying

106 buying62 selling
Last quarter: 106 funds were net buyers (29 opened a brand new position + 77 added to an existing one). Only 62 were sellers (45 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 21 → 31 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 32% new

■ 38% conviction (2yr+) ■ 30% medium ■ 32% new
Of the 181 current holders: 68 (38%) held >2 years, 55 held 1–2 years, and 58 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

14 → 18 → 21 → 31 → 29 new funds/Q
New funds entering each quarter: 18 → 21 → 31 → 29. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 37% veterans, 42% new entrants

■ 37% veterans ■ 21% 1-2yr ■ 42% new
Of 181 current holders: 67 (37%) held 2+ years, 38 held 1–2 years, 76 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
17 of 181 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — AVIV

In 2026 Q1, 106 hedge funds were net buyers of AVIV (29 opened a new position, 77 added to an existing one), while 62 reduced or exited (45 trimmed, 17 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in AVIV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 181.

Hedge Fund Ownership: AVIV

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

Market Analysis: AVIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVIV

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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.

2 top-rated funds 11 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: AVIV
2026 Q2 Stats Unlock in 5 days 179 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 179 168 6.55%
13F Shares 13M 11M 9.97%
Total Value $925M $806M 14.72%
New Positions 29 31 -2
Increased Positions 76 68 +8
Closed Positions 18 10 +8
Reduced Positions 44 46 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVIV

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Institutional Holders (2026 Q2)

179 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 AVIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Foundry Financial Group, Inc. 7.44% 222,193 $17.2M
2 Golden Bell Financial Planning LLC 6.84% 120,237 $9.3M
3 Kilner Capital Advisors, LLC 6.67% 98,223 $7.8M
4 ATLas Financial Planning LLC 5.84% 92,983 $7.2M
5 Wright Wealth LLC 5.81% 124,968 $9.7M
6 Northland Capital Management LLC 5.26% 125,979 $9.8M
7 Paladin Advisory Group, LLC 5.20% 101,141 $7.8M
8 IAG Wealth Partners, LLC 5.16% 673,117 $52.1M
9 Allegiance Financial Group Advisory Services LLC 4.40% 328,121 $25.4M
10 Websterrogers Financial Advisors, LLC 4.19% 211,302 $16.4M
11 Cornerstone Wealth Partners, LLC 3.15% 87,479 $6.8M
12 Bayshore Asset Management, LLC 2.92% 105,709 $8.2M
13 Austin Wealth Management, LLC 2.74% 165,301 $13.0M
14 B&D White Capital Company, LLC 2.36% 305,866 $23.7M
15 Haven Private, LLC 2.24% 76,215 $5.9M
16 Atwood & Palmer Inc 2.10% 508,168 $39.3M
17 Vestment Financial LLC 2.00% 57,083 $4.5M
18 Ducere Wealth Management LLC 1.77% 76,064 $5.9M
19 Financial Management Network Inc 1.72% 152,645 $12.0M
20 Global Strategic Investment Solutions, LLC 1.64% 239,004 $18.5M
21 ORBA Wealth Advisors, L.L.C. 1.45% 21,897 $1.7M
22 Fonville Wealth Management LLC 1.38% 109,222 $8.5M
23 Lam Group, INC. 1.28% 33,345 $2.6M
24 Prosperity Planning, Inc. 1.14% 64,160 $5.0M
25 Collective Family Office LLC 1.10% 69,553 $5.4M
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 (AVIV)

What does the Smart Money Trend signal show for AVIV?

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

More buyers than sellers — 63% buying: Last quarter: 106 funds were net buyers (29 opened a brand new position + 77 added to an existing one). Only 62 were sellers (45 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVIV holders?

Strong quality — 35% AUM from major funds: 17 of 181 holders rank in the top 100 by AUM, accounting for 35% 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 AVIV?

Mixed — 38% long-term, 32% new: Of the 181 current holders: 68 (38%) held >2 years, 55 held 1–2 years, and 58 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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