$AVDV is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 10.48%, with an average of 1.40% of portfolio. Largest holder: Quarry Hill Advisors, LLC at 10.48%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
AMERICAN CENTY ETF TR
13F holders
623
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 623 · Source: 13F-HR01
Crestline Management, LP
—
—
02
Randolph Co Inc
—
—
03
Savant Capital, LLC
—
—
04
Corre Partners Management, LLC
—
—
05
Capital Group Private Client Services, Inc.
—
—
06
Aft, Forsyth & Company, Inc.
—
—
07
Marquette Asset Management, LLC
—
—
08
Prospect Capital Advisors, LLC
—
—
09
Jackson Wealth Management, LLC
—
—
10
Modera Wealth Management, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
14 holders · Q1 202601
Quarry Hill Advisors, LLC
10.48% NEW
α +11.4pts
02
Avant Financial Advisors LLC
4.12% NEW
α +10.5pts
03
Legacy Wealth Management, LLC / MS
0.89% NEW
α +14.9pts
04
Seldon Capital LP
0.29% held
α +20.5pts
05
Level Financial Advisors
0.25% held
α +30.9pts
06
Shufro Rose & Co. LLC
0.23% NEW
α +32.3pts
07
Endeavor Private Wealth, Inc.
0.18% held
α +13.5pts
08
Courier Capital LLC
0.17% NEW
α +14.9pts
09
Truepoint, Inc.
0.15% held
α +21.4pts
10
Principal Securities, Inc.
0.05% held
α +21.3pts
11
Corsicana & Co.
0.02% held
α +20.0pts
12
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
13
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
14
Citigroup Inc.
0.00% held
α +26.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $AVDV in the recent window.
Congress trades · last 90 days
2 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $AVDV lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $AVDV — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:37 UTC.