Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (AVUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — AVUS

Based on 476 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added AVUS 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
476 hedge funds hold AVUS 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+76 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

245 buying189 selling
Last quarter: 245 funds bought or added vs 189 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.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new AVUS position: 43 → 47 → 41 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 21% new
255 out of 476 hedge funds have held AVUS 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 +468% but shares only +56% — price-driven

Value
+467%
Shares
+55%
Last quarter: the total dollar value of institutional holdings rose +468%, but actual share count only changed +56%. 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 — ~57 new funds/quarter

60 → 43 → 47 → 41 → 57 new funds/Q
New funds entering each quarter: 43 → 47 → 41 → 57. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 21% 1-2yr ■ 34% new
Of 476 current holders: 215 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
19 of 476 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: AVUS

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

Market Analysis: AVUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVUS

-- --

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.

27 top-rated funds 51 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: AVUS
2026 Q1 Stats Unlock in 11 days 476 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 476 451 5.54%
13F Shares 110M 71M 55.55%
Total Value $44.20B $7.79B 467.52%
New Positions 57 41 +16
Increased Positions 188 180 +8
Closed Positions 32 29 +3
Reduced Positions 157 155 +2
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AVUS

View More

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)

476 + investors

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

Top 25 institutional holders of AVUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oak Root LLC 39.40% 2,905,949 $323.1M
2 ACCREDITED INVESTOR SERVICES, LLC 36.87% 516,537 $57.4M
3 Sensenig Capital Advisors, Inc 27.22% 238,838 $26.6M
4 TANDEMGROWTH FINANCIAL ADVISORS LLC 25.22% 240,833 $26.8M
5 BCR Wealth Strategies, LLC 24.36% 698,997 $78K
6 Great Point Wealth Advisors, LLC 23.50% 1,144,864 $127.3M
7 WMG Financial Advisors, LLC 23.26% 501,509 $55.8M
8 Align Financial, LLC 21.06% 333,253 $37.1M
9 Financial Plan, Inc. 16.61% 1,393,958 $155.0M
10 Signature Resources Capital Management, LLC 16.36% 310,523 $34.5M
11 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 16.26% 433,053 $48.1M
12 McLean Asset Management Corp 14.42% 741,463 $82.4M
13 Oak Wealth Advisors LLC 13.65% 223,453 $24.8M
14 CONTINUUM WEALTH ADVISORS, LLC 12.08% 261,916 $29.1M
15 Quantum Financial Advisors, LLC 10.95% 878,146 $97.6M
16 Torren Management, LLC 10.91% 197,066 $21.9M
17 Generations Wealth, LLC 10.76% 99,689 $11.1M
18 RETIREMENT FINANCIAL SOLUTIONS, LLC 10.68% 335,974 $37.4M
19 LEGACY FINANCIAL GROUP, INC. 10.68% 363,360 $40.4M
20 SC&H Financial Advisors, Inc. 10.66% 635,792 $70.7M
21 Hutchens & Kramer Investment Management Group, LLC 10.53% 299,681 $33.3M
22 Madrid Wealth Management, LLC 10.28% 122,613 $13.6M
23 Highland Financial Advisors, LLC 9.84% 335,193 $37.3M
24 TRAPHAGEN INVESTMENT ADVISORS LLC 9.49% 1,053,744 $117.2M
25 marrick wealth, LLC 9.03% 96,635 $10.7M
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 (AVUS)

What does the Smart Money Trend signal show for AVUS?

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

Slight buying edge — 56% buying: Last quarter: 245 funds bought or added vs 189 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 AVUS holders?

Smaller funds dominant — 3% AUM from top-100: 19 of 476 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AVUS?

54% of holders stayed for 2+ years: 255 out of 476 hedge funds have held AVUS 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.