Avantis Real Estate ETFAVREETF
13F holders, Q2 2024 (June 30)100holders +2
12new positions
10sold out
3famous investors
$41.47avg. 13F price*
At the end of Q2 2024, 100 institutions reported holding Avantis Real Estate ETF (AVRE) in their 13F filings, up 2 from Q1 2024. 12 opened new positions and 10 sold out. The largest holders were Empowered Funds, LLC ($43.4M), Hill Investment Group Partners, LLC ($31.9M) and Aprio Wealth Management, LLC ($21.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Avantis Real Estate ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2024)
- CUSIP
- 025072356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.0M |
| Exits | 10 | $1.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,793,395 shares bought and 649,062 shares sold, net +1,144,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Empowered Funds, LLC | 0.75% | Add +139.3% | 1,052,620 | $43.4M |
| Hill Investment Group Partners, LLC | 4.30% | Add +3.2% | 731,855 | $31.9M |
| Aprio Wealth Management, LLC | 3.88% | Add +111.3% | 516,219 | $21.3M |
| Quantum Financial Advisors, LLC | 2.72% | Reduce -2.6% | 375,281 | $15.5M |
| ShankerValleau Wealth Advisors, Inc. | 5.66% | Add +6.2% | 320,726 | $13.2M |
| Capstone Financial Advisors, Inc. | 0.80% | Add +741.7% | 295,193 | $12.2M |
| Nicolet Advisory Services, LLC | 1.12% | Add +6.3% | 278,847 | $11.6M |
| BetterWealth, LLC | 3.61% | Add +2.9% | 274,796 | $11.3M |
| Merriman Wealth Management, LLC | 0.48% | Reduce -2.5% | 265,480 | $10.9M |
| Physician Wealth Solutions Inc. | 7.51% | Add +36.3% | 255,305 | $10.5M |
| American Century Companies Inc. | 0.01% | Add +11.1% | 252,867 | $10.4M |
| WorthPointe, LLC | 4.49% | Reduce -4.7% | 238,876 | $9.8M |
| Corient Private Wealth LP | 0.02% | Add +228.1% | 217,762 | $9.0M |
| Prairiewood Capital, LLC | 3.93% | Add +2.5% | 200,676 | $8.3M |
| Jane Street Group, LLC | 0.01% | Reduce -64.3% | 199,530 | $8.2M |
| Seaside Wealth Management, Inc. | 3.17% | Add +4.1% | 185,640 | $7.7M |
| Cwm, LLC | 0.04% | Add +8.8% | 181,503 | $7.5M |
| Allegiance Financial Group Advisory Services LLC | 2.85% | Add +13.9% | 180,854 | $7.5M |
| Carlson Capital Management | 0.35% | Reduce -10.7% | 177,969 | $7.3M |
| Level Financial Advisors | 2.86% | Add +1.9% | 159,850 | $6.6M |
| Equita Financial Network, Inc. | 2.26% | Add +14.8% | 131,161 | $5.4M |
| Nicolet Bankshares Inc. | 1.09% | Add +0.8% | 126,324 | $5.2M |
| OneDigital Investment Advisors LLC | 0.06% | Add +1.1% | 121,752 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.0% | 118,435 | $4.9M |
| Strategic Blueprint, LLC | 0.32% | Add +6.1% | 112,447 | $4.6M |
| North Ridge Wealth Advisors, Inc. | 3.30% | Add +4.9% | 105,323 | $4.3M |
| Quarry Hill Advisors, LLC | 2.62% | Add +12.4% | 95,174 | $3.9M |
| Chicago Partners Investment Group LLC | 0.15% | Add +2.3% | 88,269 | $3.9M |
| Waypoint Capital Advisors, LLC | 0.91% | Reduce -27.8% | 88,379 | $3.6M |
| Collective Family Office LLC | 1.06% | Add +39.5% | 87,341 | $3.6M |
| Beaird Harris Wealth Management, LLC | 0.33% | Add +6.4% | 84,313 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -27.5% | 79,568 | $3.3M |
| WMG Financial Advisors, LLC | 1.64% | Add +9.7% | 75,370 | $3.1M |
| Red Lighthouse Investment Management, LLC | 1.18% | Reduce -13.0% | 68,628 | $2.8M |
| LPL Financial LLC | 0.00% | Add +5.2% | 68,211 | $2.8M |
| Valued Wealth Advisors LLC | 1.87% | Add +3.4% | 66,027 | $2.7M |
| Lam Group, Inc. | 2.26% | Add +54.6% | 65,090 | $2.7M |
| SOL Capital Management CO | 0.30% | Reduce -30.5% | 60,270 | $2.5M |
| Cardiff Park Advisors, LLC | 0.23% | Add +1.0% | 57,047 | $2.4M |
| DBK Financial Counsel, LLC | 2.42% | Reduce -4.5% | 53,970 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -3.6% | 49,822 | $2.1M |
| Park Avenue Securities LLC | 0.03% | Add +22.4% | 49,532 | $2.0M |
| Austin Wealth Management, LLC | 0.46% | Add +11.3% | 46,390 | $2.0M |
| HTG Investment Advisors, Inc. | 0.95% | Add +14.9% | 42,962 | $1.8M |
| Pacific Life Fund Advisors LLC | 0.16% | Reduce -50.4% | 40,003 | $1.6M |
| Waypoint Wealth Partners Inc. | 0.45% | No change | 37,717 | $1.6M |
| Forum Financial Management, LP | 0.03% | Reduce -18.1% | 37,681 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Reduce -1.7% | 35,669 | $1.5M |
| Citizens & Northern Corp. | 0.42% | New | 32,777 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +62.6% | 28,219 | $1.2M |
| Apella Capital, LLC | 0.05% | Reduce -0.3% | 27,712 | $1.1M |
| Leading Edge Financial Planning LLC | 0.45% | New | 27,471 | $1.1M |
| Creative Planning | 0.00% | Add +1.7% | 25,689 | $1.1M |
| SC&H Financial Advisors, Inc. | 0.25% | Reduce -4.7% | 24,720 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.1% | 22,972 | $947K |
| Satovsky Asset Management LLC | 0.21% | Add +0.8% | 21,229 | $875K |
| Commonwealth Equity Services, LLC | 0.00% | Add +33.0% | 20,165 | $831K |
| Flagstone Financial Management | 0.30% | Add +8.6% | 19,408 | $800K |
| Sprinkle Financial Consultants LLC | 0.62% | Add +35.4% | 19,208 | $792K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -17.0% | 13,775 | $568K |
| Larson Financial Group LLC | 0.04% | Reduce -17.3% | 12,835 | $529K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.21% | Add +15.6% | 12,189 | $502K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +30.0% | 10,596 | $437K |
| Farther Finance Advisors, LLC | 0.02% | Add +16.4% | 10,647 | $436K |
| Bayshore Asset Management, LLC | 0.21% | Reduce -42.4% | 10,271 | $423K |
| Mariner, LLC | 0.00% | Add +12.5% | 9,765 | $403K |
| Werba Rubin Papier Wealth Management | 0.11% | Add +2.4% | 9,399 | $387K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +1.9% | 8,516 | $351K |
| Good Life Advisors, LLC | 0.03% | Add +15.2% | 7,871 | $324K |
| Morton Brown Family Wealth, LLC | 0.13% | Add +62.6% | 7,307 | $318K |
| Simplicity Wealth,LLC | 0.01% | New | 7,588 | $313K |
| Abacus Planning Group, Inc. | 0.06% | Reduce -3.5% | 7,343 | $303K |
| Global Trust Asset Management, LLC | 0.12% | Add +0.1% | 7,105 | $293K |
| Signature Resources Capital Management, LLC | 0.22% | Reduce -19.8% | 6,483 | $267K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,416 | $264K |
| Jackson Thornton Wealth Management, LLC | 0.04% | No change | 5,983 | $247K |
| D. E. Shaw & Co. | 0.00% | New | 5,668 | $234K |
| Millennium Management | 0.00% | New | 5,339 | $220K |
| MB Generational Wealth, LLC | 0.17% | Reduce -39.9% | 5,191 | $214K |
| Cypress Point Wealth Management, LLC | 0.10% | New | 5,127 | $211K |
| FMB Wealth Management | 0.15% | New | 4,935 | $203K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -10.0% | 4,886 | $201K |
| Allworth Financial LP | 0.00% | Reduce -0.9% | 4,616 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,720 | $195K |
| Tortoise Investment Management, LLC | 0.02% | No change | 3,925 | $162K |
| True Wealth Design, LLC | 0.03% | Add +3.0% | 3,237 | $133K |
| IFP Advisors, Inc | 0.01% | Reduce -6.7% | 3,167 | $131K |
| Blue Trust, Inc. | 0.00% | No change | 1,291 | $55K |
| Dogwood Wealth Management LLC | 0.03% | Reduce -4.3% | 990 | $41K |
| Morris Financial Concepts, Inc. | 0.02% | Add +23.0% | 850 | $35K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 623 | $26K |
| Creative Capital Management Investments LLC | 0.01% | New | 565 | $23K |
| Jones Financial Companies LLLP | 0.00% | New | 530 | $22K |
| Aspect Partners, LLC | 0.01% | Add +146.7% | 296 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7.0% | 167 | $7K |
| REAP Financial Group, LLC | 0.00% | No change | 155 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 48 | $2K |
| Osaic Holdings, Inc. | 0.00% | Reduce -99.5% | 23 | $948 |
| UMB Bank, n.a. | 0.00% | New | 22 | $907 |
| Morgan Stanley | 0.00% | Reduce -99.0% | 1 | $56 |
"% of holder's portfolio" is AVRE's weight in each manager's 13F, not the share of Avantis Real Estate ETF the manager owns.