Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVSE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
6Q ▲
Buyers last Q
62%

Smart Money Signals — AVSE

Based on 62 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added AVSE 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
62 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 — +55% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+55% 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 — 62% buying

40 buying24 selling
Last quarter: 40 funds were net buyers (15 opened a brand new position + 25 added to an existing one). Only 24 were sellers (14 trimmed + 10 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 AVSE position: 9 → 9 → 7 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 40% new

■ 34% conviction (2yr+) ■ 26% medium ■ 40% new
Of the 62 current holders: 21 (34%) held >2 years, 16 held 1–2 years, and 25 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.
📈

Growing discovery — still being found

10 → 9 → 9 → 7 → 15 new funds/Q
New funds entering each quarter: 9 → 9 → 7 → 15. A growing number of institutions are discovering AVSE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 31% veterans, 52% new entrants

■ 31% veterans ■ 18% 1-2yr ■ 52% new
Of 62 current holders: 19 (31%) held 2+ years, 11 held 1–2 years, 32 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
4 of 62 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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.

Hedge Fund Ownership: AVSE

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

Market Analysis: AVSE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVSE

-- --

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.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: AVSE
2026 Q1 Stats Unlock in 10 days 62 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 62 57 8.77%
13F Shares 1M 1M 9.22%
Total Value $82M $73M 11.79%
New Positions 15 7 +8
Increased Positions 25 18 +7
Closed Positions 10 3 +7
Reduced Positions 14 19 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVSE

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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.

Top 25 institutional holders of AVSE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Riverwater Partners LLC 2.94% 132,575 $8.8M
2 Trailhead Planners LLC 2.48% 38,810 $2.6M
3 MASECO LLP 0.91% 435,371 $29.0M
4 Northland Capital Management LLC 0.50% 13,758 $916K
5 Highland Financial Advisors, LLC 0.43% 24,427 $1.6M
6 Vestment Financial LLC 0.27% 7,792 $578K
7 Opes Wealth Management LLC 0.24% 22,212 $1.5M
8 MB Generational Wealth, LLC 0.23% 6,361 $423K
9 Trellis Wealth Advisors LLC 0.22% 8,550 $569K
10 Mason & Associates Inc 0.18% 14,356 $924K
11 Team Hewins, LLC 0.13% 6,791 $452K
12 Accurate Wealth Management, LLC 0.13% 14,633 $1.0M
13 Burton Enright Welch 0.10% 11,581 $771K
14 Level Financial Advisors 0.10% 6,172 $411K
15 Trademark Financial Management, LLC 0.10% 3,073 $205K
16 Cambridge Financial Group, LLC 0.09% 4,101 $273K
17 Dunhill Financial, LLC 0.08% 5,286 $352K
18 Signature Resources Capital Management, LLC 0.07% 2,136 $142K
19 Tarbox Family Office, Inc. 0.07% 6,105 $406K
20 LexAurum Advisors, LLC 0.07% 7,571 $504K
21 Leonard Rickey Investment Advisors P.L.L.C. 0.06% 5,632 $375K
22 Walkner Condon Financial Advisors LLC 0.06% 7,055 $470K
23 Torren Management, LLC 0.06% 1,765 $117K
24 Addison Advisors LLC 0.05% 3,563 $237K
25 ABLE Financial Group, LLC 0.05% 3,945 $263K
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?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added AVSE 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 AVSE?

More buyers than sellers — 62% buying: Last quarter: 40 funds were net buyers (15 opened a brand new position + 25 added to an existing one). Only 24 were sellers (14 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AVSE holders?

Smaller funds dominant — 2% AUM from top-100: 4 of 62 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVSE?

Mixed — 34% long-term, 40% new: Of the 62 current holders: 21 (34%) held >2 years, 16 held 1–2 years, and 25 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.