$AVLV is held by 9 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.99%, with an average of 0.26% of portfolio. Largest holder: Plum Street Advisors, LLC at 0.99%. 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
460
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 460 · Source: 13F-HR01
Lowe Brockenbrough & Co. Inc.
—
—
02
Marquette Asset Management, LLC
—
—
03
Ironwood Financial, llc
—
—
04
Banyan Capital Management, Inc.
—
—
05
Taconic Capital Advisors LP
—
—
06
Baltimore-Washington Financial Advisors, Inc.
—
—
07
Massachusetts Institute of Technology
—
—
08
Donald L. Hagan, LLC
—
—
09
Highland Capital Management, LLC
—
—
10
Advantage Alpha Capital Partners LP
—
—
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
9 holders · Q1 202601
Plum Street Advisors, LLC
0.99% held
α +18.0pts
02
Greenwich Wealth Management LLC
0.53% held
α +12.7pts
03
Gentry Private Wealth, LLC
0.29% held
α +22.9pts
04
Level Financial Advisors
0.15% held
α +30.9pts
05
Truepoint, Inc.
0.07% held
α +21.4pts
06
Fulton Bank, N.a.
0.02% held
α +23.8pts
07
Principal Securities, Inc.
0.01% held
α +21.3pts
08
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
09
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
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 $AVLV in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $AVLV in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $AVLV lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $AVLV — 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 09:20 UTC.