American Centy ETF Tr (AVSE) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy American Centy ETF Tr (AVSE) following the 2026 Q2 hedge fund 13F filings?

As of today, AVSE has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), AVSE gained -3.6% vs +3.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

American Centy ETF Tr (AVSE)

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

Smart Money Signals — AVSE

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

63 hedge funds hold AVSE 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 — +37% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+37% 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.

🟡

Slight buying edge — 54% buying

33 buying28 selling

Last quarter: 33 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 8 → 15 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 35% long-term, 38% new

■ 35% conviction (2yr+) ■ 27% medium ■ 38% new

Of the 63 current holders: 22 (35%) held >2 years, 17 held 1–2 years, and 24 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.

➡️

Steady discovery — ~10 new funds/quarter

9 → 9 → 8 → 15 → 10 new funds/Q

New funds entering each quarter: 9 → 8 → 15 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 35% veterans, 48% new entrants

■ 35% veterans ■ 17% 1-2yr ■ 48% new

Of 63 current holders: 22 (35%) held 2+ years, 11 held 1–2 years, 30 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

4 of 63 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	62	62	-
13F Shares	2M	1M	51.67%
Total Value	$117M	$82M	43.53%
New Positions	10	15	-5
Increased Positions	22	25	-3
Closed Positions	10	10	-
Reduced Positions	18	14	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

13F Shares

51.67%

Total Value

$117M

$82M

43.53%

New Positions

-5

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

62 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AVSE. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AVSE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Trailhead Planners LLC	1.50%	18,939	$1.5M
2	Maseco LLP	1.00%	436,282	$35.7M
3	Highland Financial Advisors, LLC	0.56%	30,967	$2.5M
4	Freedom Day Solutions, LLC	0.39%	21,669	$1.8M
5	Northland Capital Management LLC	0.39%	8,873	$726K
6	Vestment Financial LLC	0.29%	8,098	$644K
7	MB Generational Wealth, LLC	0.25%	6,208	$508K
8	Trellis Wealth Advisors LLC	0.24%	8,552	$700K
9	Mason & Associates Inc	0.22%	16,854	$1.4M
10	Orgel Wealth Management, LLC	0.20%	127,788	$10.5M
11	Fiduciary Financial Advisors	0.19%	22,581	$1.8M
12	Accurate Wealth Management, LLC	0.16%	21,222	$1.7M
13	Team Hewins, LLC	0.15%	6,755	$553K
14	Curio Wealth, LLC	0.13%	5,088	$416K
15	Dunhill Financial, LLC	0.11%	6,796	$556K
16	Level Financial Advisors	0.11%	6,174	$505K
17	Burton Enright Welch	0.11%	11,335	$928K
18	Cambridge Financial Group, LLC	0.11%	4,101	$336K
19	Trademark Financial Management, LLC	0.10%	3,070	$251K
20	Tarbox Family Office, Inc.	0.09%	7,441	$609K
21	WealthCollab, LLC	0.08%	2,699	$221K
22	Leonard Rickey Investment Advisors P.L.L.C.	0.08%	5,840	$478K
23	Torren Management, LLC	0.07%	1,671	$137K
24	Walkner Condon Financial Advisors LLC	0.07%	7,352	$602K
25	Signature Resources Capital Management, LLC	0.07%	2,136	$175K

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 (AVSE)

What does the Smart Money Trend signal show for AVSE?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for AVSE?

Slight buying edge — 54% buying: Last quarter: 33 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AVSE holders?

Smaller funds dominant — 11% AUM from top-100: 4 of 63 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVSE?

Mixed — 35% long-term, 38% new: Of the 63 current holders: 22 (35%) held >2 years, 17 held 1–2 years, and 24 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.

Is it too late to buy American Centy ETF Tr (AVSE) following the 2026 Q2 hedge fund 13F filings?

As of today, AVSE has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), AVSE has gained -3.6% vs +3.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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American Centy ETF Tr (AVSE)

Smart Money Signals — AVSE

No change last quarter

At the ownership peak (100% of max)

Fast accumulation — +37% more funds vs a year ago

Slight buying edge — 54% buying

Steady new buyers — ~10 new funds per quarter

Mixed — 35% long-term, 38% new

Steady discovery — ~10 new funds/quarter

Mixed cohorts — 35% veterans, 48% new entrants

Smaller funds dominant — 11% AUM from top-100

Institutional Sentiment Summary — AVSE

Hedge Fund Ownership: AVSE

Market Analysis: AVSE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AVSE

Is It Too Late to Buy American Centy ETF Tr (AVSE) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AVSE

Statistics: AVSE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — American Centy ETF Tr (AVSE)

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