Avantis Real Estate ETFAVREETF
13F holders, Q4 2024 (December 31)121holders +11
10new positions
12sold out
1famous investor
$41.85avg. 13F price*
At the end of Q4 2024, 121 institutions reported holding Avantis Real Estate ETF (AVRE) in their 13F filings, up 11 from Q3 2024. 10 opened new positions and 12 sold out. The largest holders were Empowered Funds, LLC ($49.8M), CCM Investment Group, LLC ($49.3M) and Hill Investment Group Partners, LLC ($32.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Avantis Real Estate ETF
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $10.7M |
| Exits | 12 | $14.8M |
All 13F filers, Q3 2024 → Q4 2024: 857,163 shares bought and 444,074 shares sold, net +413,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Empowered Funds, LLC | 0.73% | Add +11.1% | 1,187,794 | $49.8M |
| CCM Investment Group, LLC | 5.38% | — | 1,184,284 | $49.3M |
| Hill Investment Group Partners, LLC | 4.29% | Add +4.5% | 763,794 | $32.0M |
| Quantum Financial Advisors, LLC | 2.33% | Reduce -5.4% | 365,236 | $15.3M |
| Capstone Financial Advisors, Inc. | 0.89% | Add +29.5% | 342,631 | $14.4M |
| ShankerValleau Wealth Advisors, Inc. | 4.33% | Add +14.0% | 321,502 | $13.5M |
| Physician Wealth Solutions Inc. | 6.59% | Add +0.9% | 313,736 | $13.2M |
| American Century Companies Inc. | 0.01% | Add +7.9% | 302,921 | $12.7M |
| Merriman Wealth Management, LLC | 0.53% | Add +6.8% | 301,308 | $12.6M |
| BetterWealth, LLC | 3.29% | Add +1.4% | 285,056 | $11.9M |
| Nicolet Advisory Services, LLC | 1.08% | Add +5.0% | 288,392 | $11.7M |
| WorthPointe, LLC | 4.09% | Reduce -1.5% | 234,819 | $9.8M |
| Corient Private Wealth LP | 0.01% | Reduce -1.9% | 214,281 | $9.0M |
| Prairiewood Capital, LLC | 3.82% | Add +5.7% | 213,406 | $8.9M |
| Seaside Wealth Management, Inc. | 3.21% | Add +8.6% | 209,508 | $8.8M |
| Allegiance Financial Group Advisory Services LLC | 2.83% | Add +8.4% | 208,414 | $8.7M |
| Cwm, LLC | 0.03% | Add +1.8% | 189,242 | $7.9M |
| Equita Financial Network, Inc. | 2.39% | Add +6.7% | 158,032 | $6.6M |
| LPL Financial LLC | 0.00% | Add +43.7% | 153,877 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.4% | 153,868 | $6.5M |
| Level Financial Advisors | 2.35% | Reduce -3.7% | 153,090 | $6.4M |
| Nicolet Bankshares Inc. | 1.10% | Add +4.7% | 134,205 | $5.6M |
| Carlson Capital Management | 0.24% | Reduce -9.4% | 128,552 | $5.4M |
| LexAurum Advisors, LLC | 1.05% | New | 124,988 | $5.2M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -0.6% | 121,180 | $5.1M |
| Strategic Blueprint, LLC | 0.29% | Add +4.8% | 116,844 | $4.9M |
| Vestment Financial LLC | 3.49% | — | 110,580 | $4.6M |
| North Ridge Wealth Advisors, Inc. | 3.00% | Reduce -1.6% | 103,252 | $4.3M |
| Quarry Hill Advisors, LLC | 2.91% | Add +6.8% | 103,060 | $4.3M |
| Collective Family Office LLC | 1.18% | Add +4.5% | 102,980 | $4.3M |
| Chicago Partners Investment Group LLC | 0.13% | Add +7.2% | 93,660 | $3.9M |
| Jane Street Group, LLC | 0.01% | Reduce -19.7% | 92,014 | $3.9M |
| WMG Financial Advisors, LLC | 1.66% | Add +6.0% | 91,869 | $3.9M |
| Beaird Harris Wealth Management, LLC | 0.30% | Reduce -0.4% | 83,875 | $3.5M |
| Leading Edge Financial Planning LLC | 1.10% | Add +43.3% | 80,336 | $3.4M |
| Aprio Wealth Management, LLC | 0.47% | Reduce -11.5% | 76,754 | $3.2M |
| Pacific Life Fund Advisors LLC | 0.32% | Add +2.7% | 74,704 | $3.1M |
| Lam Group, Inc. | 2.22% | Reduce -10.9% | 74,375 | $3.1M |
| Parkshore Wealth Management, Inc. | 1.86% | — | 73,672 | $3.1M |
| Red Lighthouse Investment Management, LLC | 1.17% | Add +2.4% | 70,353 | $2.9M |
| Valued Wealth Advisors LLC | 1.84% | Add +3.6% | 70,073 | $2.9M |
| Park Avenue Securities LLC | 0.03% | Add +20.6% | 68,524 | $2.9M |
| Burk Holdings LLC | 2.13% | — | 62,703 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | New | 61,020 | $2.6M |
| Austin Wealth Management, LLC | 0.52% | Add +12.4% | 59,123 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +3.2% | 57,833 | $2.4M |
| Cardiff Park Advisors, LLC | 0.23% | Add +0.4% | 57,659 | $2.4M |
| DBK Financial Counsel, LLC | 2.25% | Add +0.8% | 53,219 | $2.2M |
| HTG Investment Advisors, Inc. | 1.01% | Add +9.9% | 52,791 | $2.2M |
| SOL Capital Management CO | 0.23% | Reduce -3.8% | 50,362 | $2.1M |
| Arcadia Wealth Management, Inc. | 1.74% | — | 48,724 | $2.0M |
| Waypoint Wealth Partners Inc. | 0.43% | No change | 37,717 | $1.6M |
| Haven Private, LLC | 0.82% | — | 35,169 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +83.5% | 28,878 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +7.8% | 28,754 | $1.2M |
| Apella Capital, LLC | 0.05% | Add +1.3% | 28,568 | $1.2M |
| Creative Planning | 0.00% | Add +1.6% | 28,269 | $1.2M |
| Life Planning Partners, Inc | 1.04% | Add +6.9% | 26,905 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.2% | 24,774 | $1.0M |
| SC&H Financial Advisors, Inc. | 0.21% | Reduce -1.8% | 23,684 | $993K |
| Sprinkle Financial Consultants LLC | 0.64% | Add +15.2% | 22,496 | $943K |
| PCG Wealth Advisors, LLC | 0.34% | New | 22,065 | $925K |
| Satovsky Asset Management LLC | 0.21% | Add +0.8% | 21,656 | $908K |
| AQR Capital Management | 0.00% | Add +240.4% | 21,308 | $893K |
| Flagstone Financial Management | 0.28% | Add +3.5% | 20,452 | $857K |
| Parkworth Wealth Management, Inc. | 0.69% | — | 19,720 | $827K |
| Werba Rubin Papier Wealth Management | 0.19% | Add +5.2% | 18,718 | $785K |
| MB Generational Wealth, LLC | 0.56% | Add +42.8% | 18,186 | $762K |
| Axxcess Wealth Management, LLC | 0.02% | Add +10.1% | 17,350 | $727K |
| Poinciana Advisors Group, LLC | 0.64% | — | 14,949 | $627K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.0% | 14,295 | $599K |
| Garrison Point Advisors, LLC | 0.27% | New | 13,704 | $574K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.3% | 13,045 | $547K |
| BWM Planning, LLC | 0.23% | No change | 12,697 | $532K |
| Avant Financial Advisors LLC | 0.48% | — | 12,574 | $527K |
| Larson Financial Group LLC | 0.03% | Reduce -2.3% | 12,318 | $516K |
| Entrewealth, LLC | 0.47% | — | 10,900 | $511K |
| Bayshore Asset Management, LLC | 0.23% | Add +1.4% | 12,160 | $510K |
| Rockefeller Capital Management L.P. | 0.00% | New | 11,685 | $490K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.19% | Reduce -2.8% | 11,352 | $476K |
| Mariner, LLC | 0.00% | Add +2.5% | 10,988 | $461K |
| Morton Brown Family Wealth, LLC | 0.14% | Add +22.8% | 9,383 | $393K |
| Endeavor Private Wealth, Inc. | 0.36% | — | 9,104 | $382K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +3.2% | 8,975 | $376K |
| IFP Advisors, Inc | 0.01% | Add +181.5% | 8,935 | $375K |
| Ariadne Wealth Management, LP | 0.16% | New | 8,331 | $359K |
| Good Life Advisors, LLC | 0.02% | Reduce -2.6% | 7,923 | $332K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -1.2% | 7,218 | $303K |
| Global Trust Asset Management, LLC | 0.11% | Reduce -1.8% | 6,980 | $293K |
| Bison Wealth, LLC | 0.03% | — | 6,557 | $275K |
| Cypress Point Wealth Management, LLC | 0.08% | Add +7.8% | 6,099 | $256K |
| Jackson Thornton Wealth Management, LLC | 0.03% | Reduce -28.1% | 5,985 | $251K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.8% | 5,871 | $246K |
| Nwam LLC | 0.01% | Reduce -8.1% | 5,744 | $241K |
| Evanson Asset Management, LLC | 0.02% | New | 5,689 | $238K |
| Abacus Planning Group, Inc. | 0.04% | Add +1.3% | 5,606 | $235K |
| CoreCap Advisors, LLC | 0.01% | Add +953.2% | 5,361 | $225K |
| Curio Wealth, LLC | 0.11% | — | 4,937 | $207K |
| AE Wealth Management LLC | 0.00% | New | 4,928 | $207K |
| Allworth Financial LP | 0.00% | Reduce -0.5% | 4,591 | $194K |
"% of holder's portfolio" is AVRE's weight in each manager's 13F, not the share of Avantis Real Estate ETF the manager owns.