Avantis Real Estate ETFAVREETF

13F holders, Q2 2026 (June 30)
155holders +7
18new positions
10sold out
2famous investors
$47.42avg. 13F price*

At the end of Q2 2026, 155 institutions reported holding Avantis Real Estate ETF (AVRE) in their 13F filings, up 7 from Q1 2026. 18 opened new positions and 10 sold out. The largest holders were Empowered Funds, LLC ($56.4M), Sequoia Financial Advisors, LLC ($48.9M) and American Century Companies Inc. ($38.4M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Avantis Real Estate ETF
Filed as
AMERICAN CENTY ETF TR (Q2 2026)
CUSIP
025072356
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 98Q1 2024Q2 2024: 100Q2 2024Q3 2024: 110Q3 2024Q4 2024: 121Q4 2024Q1 2025: 133Q1 2025Q2 2025: 133Q2 2025Q3 2025: 133Q3 2025Q4 2025: 145Q4 2025Q1 2026: 148Q1 2026Q2 2026: 155Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions18$6.7M
Exits10$1.6M

All 13F filers, Q1 2026 → Q2 2026: 1,326,539 shares bought and 255,683 shares sold, net +1,070,856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 155 holders

Empowered Funds, LLC 0.30% Reduce -3.8% 1,191,067 $56.4M
Sequoia Financial Advisors, LLC 0.24% Add +4.5% 1,031,592 $48.9M
American Century Companies Inc. 0.02% Add +33.3% 810,539 $38.4M
Financial Plan, Inc. 3.58% Add +11.9% 797,049 $37.8M
Nicolet Bankshares Inc. 0.94% Add +3.6% 619,231 $29.5M
LPL Financial LLC 0.01% Add +92.1% 578,807 $27.4M
Quantum Financial Advisors, LLC 2.13% Add +7.3% 455,253 $21.6M
ShankerValleau Wealth Advisors, Inc. 4.80% Add +2.8% 384,164 $18.2M
Allegiance Financial Group Advisory Services LLC 3.06% Add +10.5% 373,415 $17.7M
Hill Investment Group Partners, LLC 1.77% Reduce -6.2% 365,402 $17.3M
BetterWealth, LLC 2.91% Add +2.5% 347,592 $16.5M
Prairiewood Capital, LLC 3.92% Add +3.3% 318,858 $15.1M
Capstone Financial Advisors, Inc. 0.72% Reduce -1.6% 311,435 $14.8M
Seaside Wealth Management, Inc. 3.39% Add +5.8% 289,183 $13.7M
LexAurum Advisors, LLC 1.57% Reduce -0.4% 285,497 $13.5M
Physician Wealth Solutions Inc. 5.10% Reduce -1.9% 283,674 $13.4M
Envestnet Asset Management Inc. 0.00% Add +10.8% 275,963 $13.1M
Leading Edge Financial Planning LLC 2.23% Add +17.2% 264,621 $12.5M
Three Arch Wealth Management LLC 1.92% Add +8.5% 264,363 $12.5M
Focus Partners Wealth 0.01% Reduce -11.2% 248,305 $11.8M
Equita Financial Network, Inc. 2.86% Add +5.0% 217,767 $10.3M
WorthPointe, LLC 2.35% Add +1.1% 197,395 $9.4M
Level Financial Advisors 1.83% Reduce -0.1% 173,162 $8.2M
Quarry Hill Advisors, LLC 3.15% Add +8.7% 173,097 $8.2M
Corient Private Wealth LP 0.01% Reduce -8.3% 156,367 $7.4M
Vestment Financial LLC 3.24% Reduce -2.1% 151,508 $7.2M
Park Avenue Securities LLC 0.04% Add +14.8% 144,563 $6.8M
Sentinel Wealth Management, Inc. 4.81% Add +6.3% 144,001 $6.8M
Lam Group, Inc. 3.18% Add +2.0% 134,940 $6.4M
Strategic Blueprint, LLC 0.31% Reduce -0.5% 131,354 $6.2M
Collective Family Office LLC 1.22% Add +5.9% 126,364 $6.0M
Simplicity Wealth,LLC 0.19% Add +4.5% 116,749 $5.5M
Savant Capital, LLC 0.02% Add +425.3% 115,904 $5.5M
HTG Investment Advisors, Inc. 1.34% Add +10.6% 110,303 $5.2M
Austin Wealth Management, LLC 1.10% Add +2.1% 106,113 $5.2M
Chicago Partners Investment Group LLC 0.10% Add +2.4% 103,431 $5.0M
Cerity Partners LLC 0.01% Add +63.2% 104,773 $5.0M
Valued Wealth Advisors LLC 1.69% Add +4.0% 97,930 $4.6M
OneDigital Investment Advisors LLC 0.04% Add +1.9% 89,648 $4.2M
Wealthcare Advisory Partners LLC 0.08% Add +7.3% 84,291 $4.0M
Focus Partners Advisor Solutions, LLC 0.03% Add +0.4% 83,714 $4.0M
Networth Advisors, LLC 2.18% Add +15.4% 79,140 $3.7M
MML Investors Services, LLC 0.01% Add +23.9% 78,615 $3.7M
Burk Holdings LLC 1.21% Add +0.3% 69,350 $3.3M
Beaird Harris Wealth Management, LLC 0.20% Reduce -1.5% 68,393 $3.2M
Sprinkle Financial Consultants LLC 1.15% Add +16.0% 62,091 $2.9M
Arcadia Wealth Management, Inc. 1.39% Reduce -3.8% 61,378 $2.9M
Aprio Wealth Management, LLC 0.14% Reduce -3.3% 58,561 $2.8M
AE Wealth Management LLC 0.01% Add +26.9% 56,224 $2.7M
Red Lighthouse Investment Management, LLC 0.78% No change 55,498 $2.6M
WMG Financial Advisors, LLC 0.98% Reduce -3.9% 54,616 $2.6M
marrick wealth, LLC 1.80% Add +1.5% 53,531 $2.5M
Commonwealth Equity Services, LLC 0.00% Add +4.2% 49,376 $2.3M
Haven Private, LLC 0.87% Add +76.5% 48,491 $2.3M
Cardiff Park Advisors, LLC 0.17% Reduce -7.1% 46,091 $2.2M
DBK Financial Counsel, LLC 1.76% Reduce -15.8% 44,247 $2.1M
BLVD Private Wealth, LLC 1.50% Add +2.1% 42,669 $2.0M
Beacon Pointe Advisors, LLC 0.01% Reduce -1.4% 42,019 $2.0M
Axxcess Wealth Management, LLC 0.03% New 41,993 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -8.3% 40,210 $1.9M
AQR Capital Management 0.00% Add +9.8% 40,615 $1.9M
Entrewealth, LLC 0.68% Add +13.4% 38,149 $1.8M
Life Planning Partners, Inc 1.35% Reduce -2.8% 38,336 $1.8M
Rockwood Wealth Management, LLC 0.10% Add +8.8% 34,924 $1.7M
PCG Wealth Advisors, LLC 0.37% Add +0.7% 34,818 $1.6M
Werba Rubin Papier Wealth Management 0.19% Add +11.1% 33,719 $1.6M
Pacific Life Fund Advisors LLC 0.17% Reduce -2.3% 32,677 $1.5M
Forum Financial Management, LP 0.02% Reduce -5.7% 31,009 $1.5M
GeoWealth Management, LLC 0.04% Add +6.1% 29,797 $1.4M
Apella Capital, LLC 0.02% Add +3.8% 29,266 $1.4M
CoreCap Advisors, LLC 0.04% Add +18.7% 29,671 $1.4M
Flagstone Financial Management 0.31% Add +0.7% 29,006 $1.4M
Creative Planning 0.00% Add +1.6% 28,080 $1.3M
Empire Financial Management Company, LLC 0.52% Add +2.1% 27,688 $1.3M
Mercer Global Advisors Inc. 0.00% Add +0.4% 27,059 $1.3M
Farther Finance Advisors, LLC 0.01% Add +15.8% 25,252 $1.2M
SC&H Financial Advisors, Inc. 0.16% Reduce -6.7% 25,174 $1.2M
TCI Wealth Advisors, Inc. 0.05% Reduce -13.6% 24,615 $1.2M
B&D White Capital Company, LLC 0.11% Reduce -40.3% 24,079 $1.1M
Satovsky Asset Management LLC 0.17% Add +0.5% 22,272 $1.1M
Bayshore Asset Management, LLC 0.36% Add +0.1% 21,408 $1.0M
Sanchez Levi Garrett 0.48% Add +3.2% 18,849 $893K
Cogent Private Wealth, Inc. 0.55% Add +0.7% 18,660 $884K
Osaic Holdings, Inc. 0.00% Add +46.3% 18,392 $871K
Baird Financial Group, Inc. 0.00% New 18,148 $860K
SeedSafe Financial LLC 0.61% No change 17,944 $850K
Avant Financial Advisors LLC 0.52% Add +3.1% 17,620 $835K
Ameritas Advisory Services, LLC 0.02% New 17,462 $827K
Torren Management, LLC 0.40% Add +272.5% 16,794 $796K
MB Generational Wealth, LLC 0.38% No change 16,419 $778K
Quantinno Capital Management LP 0.00% Add +2.3% 15,597 $739K
Private Advisor Group, LLC 0.00% New 15,370 $728K
Fifth Third Securities, Inc. 0.04% Add +3.5% 15,309 $725K
Poinciana Advisors Group, LLC 0.53% No change 15,144 $718K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.3% 15,130 $717K
Financial Engines Advisors L.L.C. 0.00% Add +0.3% 14,543 $689K
Endeavor Private Wealth, Inc. 0.16% Add +15.1% 14,063 $666K
Modera Wealth Management, LLC 0.01% New 13,620 $645K
Kestra Advisory Services, LLC 0.00% Add +4.7% 13,618 $645K
Parkshore Wealth Management, Inc. 0.19% Reduce -14.2% 13,609 $645K

"% of holder's portfolio" is AVRE's weight in each manager's 13F, not the share of Avantis Real Estate ETF the manager owns.

Show all 155 holders