Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTY ETF TR (QGRO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — QGRO

Based on 169 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 QGRO 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
169 hedge funds hold QGRO 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 — +47% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+47% 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 — 64% buying

103 buying58 selling
Last quarter: 103 funds were net buyers (30 opened a brand new position + 73 added to an existing one). Only 58 were sellers (49 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new QGRO position: 27 → 39 → 15 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 31% new

■ 38% conviction (2yr+) ■ 30% medium ■ 31% new
Of the 169 current holders: 65 (38%) held >2 years, 51 held 1–2 years, and 53 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.
📊

Peak discovery — momentum slowing

23 → 27 → 39 → 15 → 30 new funds/Q
New funds entering each quarter: 27 → 39 → 15 → 30. QGRO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 38% veterans, 46% new entrants

■ 38% veterans ■ 17% 1-2yr ■ 46% new
Of 169 current holders: 64 (38%) held 2+ years, 28 held 1–2 years, 77 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
13 of 169 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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: QGRO

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

Market Analysis: QGRO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QGRO

-- --

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.

13 top-rated funds 7 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: QGRO
2026 Q1 Stats Unlock in 11 days 169 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 169 148 14.19%
13F Shares 14M 13M 6.3%
Total Value $1.63B $1.53B 6.31%
New Positions 30 15 +15
Increased Positions 73 79 -6
Closed Positions 9 20 -11
Reduced Positions 49 35 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QGRO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

169 + investors

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

Top 25 institutional holders of QGRO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sherrill & Hutchins Financial Advisory, Inc 16.62% 267,827 $28.1M
2 Next Level Private LLC 8.39% 353,832 $37.2M
3 MFA Wealth Services 5.80% 83,377 $8.8M
4 Networth Advisors, LLC 5.70% 76,753 $8.1M
5 LANE BROTHERS & CO INC 5.06% 66,111 $6.9M
6 Wilkerson Advisory Group LLC 4.01% 111,216 $11.7M
7 MB, LEVIS & ASSOCIATES, LLC 3.86% 88,035 $9.2M
8 Intrua Financial, LLC 3.40% 313,720 $32.9M
9 Petros Family Wealth, LLC 3.30% 44,091 $4.6M
10 Clarity Asset Management, Inc. 3.18% 59,798 $6.3M
11 IAM Advisory, LLC 3.17% 134,640 $14.1M
12 Nova Wealth Management, Inc. 2.59% 37,693 $4.0M
13 Flaharty Asset Management, LLC 1.97% 151,015 $15.9M
14 Procyon Advisors, LLC 1.76% 342,865 $36.0M
15 Pathway Financial Advisors LLC 1.57% 119,170 $12.7M
16 Golden State Wealth Management, LLC 1.56% 136,245 $14.3M
17 Weil Company, Inc. 1.31% 55,528 $5.8M
18 Elevation Capital Advisory, LLC 1.08% 24,144 $2.5M
19 BLUEDOOR PRIVATE WEALTH, LLC 0.95% 19,575 $2.1M
20 Unified Investment Management 0.94% 8,772 $921K
21 PCG Wealth Advisors, LLC 0.90% 33,898 $3.6M
22 Capital Squared Financial LLC 0.82% 6,481 $707K
23 Freestate Advisors LLC 0.81% 9,605 $1.0M
24 MONEYWISE, INC. 0.80% 17,492 $1.8M
25 Stratos Wealth Advisors, LLC 0.57% 87,984 $9.2M
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 (QGRO)

What does the Smart Money Trend signal show for QGRO?

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

More buyers than sellers — 64% buying: Last quarter: 103 funds were net buyers (30 opened a brand new position + 73 added to an existing one). Only 58 were sellers (49 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QGRO holders?

Strong quality — 36% AUM from major funds: 13 of 169 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held QGRO?

Mixed — 38% long-term, 31% new: Of the 169 current holders: 65 (38%) held >2 years, 51 held 1–2 years, and 53 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.