Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

American Centy ETF Tr (AVNM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
11Q ▲
Buyers last Q
87%

Smart Money Signals — AVNM

Based on 53 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 AVNM 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
53 hedge funds hold AVNM 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 — +130% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+130% 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 — 87% buying

41 buying6 selling
Last quarter: 41 funds were net buyers (16 opened a brand new position + 25 added to an existing one). Only 6 were sellers (4 trimmed + 2 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 AVNM position: 10 → 11 → 8 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 55% entered in last year

■ 8% conviction (2yr+) ■ 38% medium ■ 55% new
Only 4 funds (8%) 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.
📈

Growing discovery — still being found

5 → 10 → 11 → 8 → 16 new funds/Q
New funds entering each quarter: 10 → 11 → 8 → 16. A growing number of institutions are discovering AVNM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 72% of holders entered in last year

■ 4% veterans ■ 25% 1-2yr ■ 72% new
Of 53 current holders: 38 (72%) entered in the past year, only 2 (4%) 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.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
9 of 53 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 — AVNM

In 2026 Q1, 41 hedge funds were net buyers of AVNM (16 opened a new position, 25 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 87% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 53.

Hedge Fund Ownership: AVNM

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

Market Analysis: AVNM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVNM

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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 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: AVNM
2026 Q2 Stats Unlock in 1 days 53 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 53 38 39.47%
13F Shares 6M 5M 15.35%
Total Value $464M $394M 17.91%
New Positions 16 7 +9
Increased Positions 25 23 +2
Closed Positions 1 7 -6
Reduced Positions 4 3 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVNM

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Institutional Holders (2026 Q2)

53 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVNM. 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 AVNM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BWM Planning, LLC 7.77% 406,514 $33.5M
2 Wealth Management Partners, LLC 7.45% 384,167 $31.6M
3 Duncan Williams Asset Management, LLC 6.71% 361,184 $29.8M
4 Geometric Wealth Advisors 6.57% 736,769 $60.7M
5 Howard Bailey Securities, LLC 4.77% 154,349 $12.7M
6 TrustWell Financial Advisors, LLC 4.66% 66,661 $5.5M
7 Acumen Wealth Advisors, LLC 3.44% 197,134 $16.2M
8 Peak Asset Management, LLC 1.57% 129,890 $10.7M
9 Merit Financial Group, LLC 1.08% 2,155,582 $177.6M
10 Oak Wealth Advisors LLC 0.76% 19,240 $1.6M
11 Altus Wealth Group LLC 0.60% 20,041 $1.7M
12 B&D White Capital Company, LLC 0.43% 51,999 $4.3M
13 Strathmore Capital Advisors, Inc. 0.36% 16,498 $1.4M
14 Orcam Financial Group 0.36% 9,010 $742K
15 Waterfront Wealth Inc. 0.32% 24,722 $2.0M
16 Fmb Wealth Management 0.21% 6,967 $574K
17 Hutchens & Kramer Investment Management Group, LLC 0.17% 7,717 $636K
18 Ausdal Financial Partners, Inc. 0.15% 46,834 $3.9M
19 Ehrlich Financial Group 0.12% 2,848 $235K
20 SFG Wealth Management, LLC. 0.12% 3,912 $322K
21 Gwn Securities INC. 0.09% 6,400 $527K
22 Commonwealth Equity Services, LLC 0.09% 822,604 $67.8M
23 N.E.W. Advisory Services LLC 0.07% 12,553 $1.0M
24 XY Planning Network, Inc. 0.04% 3,928 $324K
25 Kestra Private Wealth Services, LLC 0.03% 33,300 $2.7M
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 (AVNM)

What does the Smart Money Trend signal show for AVNM?

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

More buyers than sellers — 87% buying: Last quarter: 41 funds were net buyers (16 opened a brand new position + 25 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVNM holders?

Smaller funds dominant — 7% AUM from top-100: 9 of 53 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVNM?

Mostly new holders — 55% entered in last year: Only 4 funds (8%) 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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