Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVMU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — AVMU

Based on 37 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 AVMU 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
37 funds currently hold this stock — 90% of the 3.0-year high of 41 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold AVMU compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 63% buying

19 buying11 selling
Last quarter: 19 funds were net buyers (8 opened a brand new position + 11 added to an existing one). Only 11 were sellers (8 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 2 → 5 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 22% medium ■ 32% new
17 out of 37 hedge funds have held AVMU 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 +3054% but shares only +141% — price-driven

Value
+3053%
Shares
+140%
Last quarter: the total dollar value of institutional holdings rose +3054%, but actual share count only changed +141%. 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.
➡️

Steady discovery — ~8 new funds/quarter

9 → 6 → 2 → 5 → 8 new funds/Q
New funds entering each quarter: 6 → 2 → 5 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 35% veterans, 43% new entrants

■ 35% veterans ■ 22% 1-2yr ■ 43% new
Of 37 current holders: 13 (35%) held 2+ years, 8 held 1–2 years, 16 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
3 of 37 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: AVMU

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

Market Analysis: AVMU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVMU

-- --

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.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: AVMU
2026 Q1 Stats Unlock in 10 days 37 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 37 32 15.62%
13F Shares 5M 2M 140.51%
Total Value $2.80B $89M 3053.54%
New Positions 8 5 +3
Increased Positions 11 7 +4
Closed Positions 3 5 -2
Reduced Positions 8 12 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVMU

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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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) --
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Institutional Holders (2026 Q1)

37 + investors

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

Top 22 institutional holders of AVMU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Align Financial, LLC 1.56% 59,995 $2.7M
2 EJMK Ventures LLC 0.82% 32,022 $1.5M
3 ACTION POINT FINANCIAL PLANNING, LLC 0.51% 12,406 $568K
4 L.K. Benson & Company, P.C. 0.37% 24,639 $1.1M
5 Haven Private, LLC 0.31% 15,450 $708K
6 SAX WEALTH ADVISORS, LLC 0.25% 111,888 $5.2M
7 Tortoise Investment Management, LLC 0.24% 63,630 $2.9M
8 Landmark Wealth Management, LLC 0.21% 17,181 $787K
9 Trailhead Planners LLC 0.20% 4,629 $212K
10 Plancorp, LLC 0.19% 144,818 $6.7M
11 Mattern Wealth Management LLC 0.12% 13,437 $615K
12 WEBSTERROGERS FINANCIAL ADVISORS, LLC 0.10% 7,802 $357K
13 Financial Plan, Inc. 0.06% 11,599 $531K
14 Savant Capital, LLC 0.02% 71,464 $3.3M
15 Nemes Rush Group LLC 0.02% 3,463 $159K
16 ENVESTNET ASSET MANAGEMENT INC 0.01% 846,084 $38.7M
17 Mutual Advisors, LLC 0.01% 9,642 $442K
18 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 81,258 $3.7M
19 Kestra Advisory Services, LLC 0.00% 6,517 $298K
20 LPL Financial LLC 0.00% 69,375 $3.2M
21 MML INVESTORS SERVICES, LLC 0.00% 5,690 $261K
22 Farther Finance Advisors, LLC 0.00% 435 $20K
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 (AVMU)

What does the Smart Money Trend signal show for AVMU?

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

More buyers than sellers — 63% buying: Last quarter: 19 funds were net buyers (8 opened a brand new position + 11 added to an existing one). Only 11 were sellers (8 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVMU holders?

Smaller funds dominant — 1% AUM from top-100: 3 of 37 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVMU?

46% of holders stayed for 2+ years: 17 out of 37 hedge funds have held AVMU 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.