Avantis Real Estate ETFAVREETF
13F holders, Q1 2025 (March 31)133holders +12
18new positions
5sold out
2famous investors
$42.93avg. 13F price*
At the end of Q1 2025, 133 institutions reported holding Avantis Real Estate ETF (AVRE) in their 13F filings, up 12 from Q4 2024. 18 opened new positions and 5 sold out. The largest holders were Empowered Funds, LLC ($51.7M), CCM Investment Group, LLC ($51.4M) and Hill Investment Group Partners, LLC ($33.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis Real Estate ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2025)
- CUSIP
- 025072356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $31.9M |
| Exits | 5 | $823K |
All 13F filers, Q4 2024 → Q1 2025: 1,304,204 shares bought and 227,107 shares sold, net +1,077,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Empowered Funds, LLC | 0.74% | Add +1.1% | 1,201,130 | $51.7M |
| CCM Investment Group, LLC | 5.44% | Add +1.4% | 1,200,779 | $51.4M |
| Hill Investment Group Partners, LLC | 4.54% | Add +0.7% | 769,364 | $33.1M |
| Quantum Financial Advisors, LLC | 2.35% | Add +0.2% | 365,936 | $15.7M |
| ShankerValleau Wealth Advisors, Inc. | 4.62% | Add +2.9% | 330,827 | $14.2M |
| American Century Companies Inc. | 0.01% | Add +7.0% | 324,287 | $13.9M |
| Physician Wealth Solutions Inc. | 6.66% | Reduce -1.8% | 307,958 | $13.2M |
| BetterWealth, LLC | 3.70% | Add +7.5% | 306,461 | $13.2M |
| Focus Partners Wealth | 0.03% | New | 304,002 | $13.1M |
| Nicolet Advisory Services, LLC | 1.22% | Add +5.5% | 304,330 | $12.3M |
| Capstone Financial Advisors, Inc. | 0.76% | Reduce -18.2% | 280,245 | $12.1M |
| WorthPointe, LLC | 4.68% | Add +1.6% | 238,494 | $10.3M |
| Allegiance Financial Group Advisory Services LLC | 3.01% | Add +10.4% | 230,095 | $9.9M |
| Corient Private Wealth LP | 0.02% | Add +6.6% | 228,468 | $9.8M |
| Prairiewood Capital, LLC | 3.96% | Add +5.9% | 226,000 | $9.7M |
| Seaside Wealth Management, Inc. | 3.40% | Add +5.7% | 221,387 | $9.5M |
| Cwm, LLC | 0.03% | Add +1.4% | 191,936 | $8.3M |
| Equita Financial Network, Inc. | 2.73% | Add +15.1% | 181,940 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 161,185 | $6.9M |
| Level Financial Advisors | 2.31% | Add +3.0% | 157,731 | $6.8M |
| LPL Financial LLC | 0.00% | Reduce -0.9% | 152,412 | $6.6M |
| Nicolet Bankshares Inc. | 1.21% | Add +4.7% | 140,446 | $6.0M |
| LexAurum Advisors, LLC | 1.13% | Add +8.7% | 135,835 | $5.8M |
| Sequoia Financial Advisors, LLC | 0.04% | New | 124,729 | $5.4M |
| Strategic Blueprint, LLC | 0.29% | Add +5.4% | 123,148 | $5.3M |
| Vestment Financial LLC | 3.70% | Add +7.9% | 119,295 | $5.2M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -3.3% | 117,152 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +89.1% | 115,364 | $5.0M |
| Quarry Hill Advisors, LLC | 3.19% | Add +10.8% | 114,138 | $4.9M |
| Collective Family Office LLC | 1.28% | Add +7.0% | 110,231 | $4.7M |
| Lam Group, Inc. | 3.33% | Add +41.5% | 105,215 | $4.5M |
| Leading Edge Financial Planning LLC | 1.40% | Add +29.6% | 104,118 | $4.5M |
| North Ridge Wealth Advisors, Inc. | 2.95% | Reduce -0.4% | 102,832 | $4.4M |
| Simplicity Wealth,LLC | 0.33% | New | 97,275 | $4.2M |
| WMG Financial Advisors, LLC | 1.78% | Add +5.9% | 97,272 | $4.2M |
| Chicago Partners Investment Group LLC | 0.14% | Add +0.5% | 94,110 | $4.1M |
| Wealthcare Advisory Partners LLC | 0.10% | New | 86,021 | $3.7M |
| Beaird Harris Wealth Management, LLC | 0.31% | Reduce -0.2% | 83,687 | $3.6M |
| Park Avenue Securities LLC | 0.04% | Add +13.4% | 77,731 | $3.3M |
| Red Lighthouse Investment Management, LLC | 1.36% | Add +12.1% | 78,872 | $3.3M |
| Valued Wealth Advisors LLC | 1.97% | Add +9.0% | 76,378 | $3.3M |
| Austin Wealth Management, LLC | 0.63% | Add +25.3% | 74,056 | $3.2M |
| Pacific Life Fund Advisors LLC | 0.34% | Reduce -5.7% | 70,442 | $3.0M |
| Aprio Wealth Management, LLC | 0.38% | Reduce -8.3% | 70,345 | $3.0M |
| Parkshore Wealth Management, Inc. | 1.75% | Reduce -4.8% | 70,103 | $3.0M |
| Burk Holdings LLC | 2.07% | Add +1.4% | 63,600 | $2.7M |
| HTG Investment Advisors, Inc. | 1.10% | Add +16.1% | 61,288 | $2.6M |
| Cardiff Park Advisors, LLC | 0.24% | Add +0.8% | 58,113 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +97.9% | 57,148 | $2.5M |
| MML Investors Services, LLC | 0.01% | Reduce -6.5% | 54,065 | $2.3M |
| DBK Financial Counsel, LLC | 2.33% | Add +1.5% | 54,020 | $2.3M |
| Arcadia Wealth Management, Inc. | 1.70% | Add +4.2% | 50,772 | $2.2M |
| SOL Capital Management CO | 0.22% | Reduce -8.4% | 46,107 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -50.3% | 45,752 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +57.9% | 39,110 | $1.7M |
| Sprinkle Financial Consultants LLC | 0.97% | Add +58.2% | 35,598 | $1.5M |
| Forum Financial Management, LP | 0.03% | New | 35,354 | $1.5M |
| Waypoint Wealth Partners Inc. | 0.42% | Reduce -6.9% | 35,111 | $1.5M |
| PCG Wealth Advisors, LLC | 0.51% | Add +54.1% | 33,993 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | New | 31,984 | $1.4M |
| AQR Capital Management | 0.00% | Add +38.9% | 29,597 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +758.8% | 29,252 | $1.3M |
| Life Planning Partners, Inc | 1.09% | Add +4.2% | 28,036 | $1.2M |
| Creative Planning | 0.00% | Reduce -3.7% | 27,225 | $1.2M |
| Apella Capital, LLC | 0.04% | Reduce -1.8% | 28,066 | $1.1M |
| SC&H Financial Advisors, Inc. | 0.22% | Add +7.8% | 25,528 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -16.6% | 23,970 | $1.0M |
| Haven Private, LLC | 0.58% | Reduce -32.7% | 23,676 | $1.0M |
| Werba Rubin Papier Wealth Management | 0.22% | Add +25.3% | 23,454 | $1.0M |
| Citadel Advisors | 0.00% | New | 22,789 | $980K |
| Flagstone Financial Management | 0.32% | Add +11.3% | 22,761 | $979K |
| Satovsky Asset Management LLC | 0.21% | Add +0.6% | 21,775 | $937K |
| Parkworth Wealth Management, Inc. | 0.69% | Add +2.5% | 20,214 | $869K |
| Axxcess Wealth Management, LLC | 0.02% | Add +5.3% | 18,272 | $786K |
| Old Mission Capital LLC | 0.01% | New | 15,008 | $645K |
| Poinciana Advisors Group, LLC | 0.67% | No change | 14,949 | $643K |
| Entrewealth, LLC | 0.49% | Add +35.1% | 14,726 | $633K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.24% | Add +29.3% | 14,672 | $591K |
| CoreCap Advisors, LLC | 0.03% | Add +146.5% | 13,214 | $568K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.6% | 13,127 | $565K |
| BWM Planning, LLC | 0.23% | No change | 12,697 | $546K |
| Avant Financial Advisors LLC | 0.49% | Add +0.7% | 12,665 | $545K |
| Bayshore Asset Management, LLC | 0.26% | Reduce -0.7% | 12,080 | $520K |
| Mariner, LLC | 0.00% | Add +6.4% | 11,688 | $503K |
| Larson Financial Group LLC | 0.02% | Reduce -7.4% | 11,405 | $491K |
| AE Wealth Management LLC | 0.00% | Add +115.4% | 10,614 | $457K |
| Endeavor Private Wealth, Inc. | 0.23% | Add +7.1% | 9,753 | $419K |
| Morton Brown Family Wealth, LLC | 0.14% | Add +0.2% | 9,398 | $404K |
| MB Generational Wealth, LLC | 0.30% | Reduce -49.3% | 9,214 | $396K |
| Ariadne Wealth Management, LP | 0.19% | No change | 8,331 | $365K |
| Good Life Advisors, LLC | 0.02% | Add +2.8% | 8,145 | $350K |
| Garrison Point Advisors, LLC | 0.16% | Reduce -45.1% | 7,519 | $323K |
| Cypress Point Wealth Management, LLC | 0.10% | Add +19.4% | 7,284 | $313K |
| Diversified Portfolios, Inc. | 0.03% | Add +0.3% | 7,238 | $311K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.2% | 6,828 | $294K |
| Willow Creek Wealth Management Inc. | 0.03% | Reduce -24.9% | 6,743 | $290K |
| Keb Asset Management, LLC | 0.08% | New | 6,475 | $278K |
| Bison Wealth, LLC | 0.03% | Reduce -3.6% | 6,323 | $272K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 5,985 | $254K |
| Evanson Asset Management, LLC | 0.02% | Add +0.5% | 5,717 | $246K |
| Abacus Planning Group, Inc. | 0.04% | Add +0.2% | 5,616 | $242K |
| Magnolia Private Wealth, LLC | 0.20% | New | 5,372 | $231K |
| FMB Wealth Management | 0.13% | New | 5,267 | $227K |
| Nwam LLC | 0.02% | Reduce -9.1% | 5,223 | $225K |
| Curio Wealth, LLC | 0.11% | Reduce -99.8% | 11 | $211K |
| Factor Wealth Management LTD | 0.06% | New | 4,723 | $203K |
| IFP Advisors, Inc | 0.01% | Reduce -51.5% | 4,337 | $187K |
| Tortoise Investment Management, LLC | 0.02% | No change | 3,925 | $169K |
| Signature Resources Capital Management, LLC | 0.14% | Reduce -15.7% | 3,792 | $163K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -38.6% | 3,606 | $155K |
| JPMorgan Chase & Co. | 0.00% | Add +18.9% | 3,006 | $129K |
| SJS Investment Consulting Inc. | 0.02% | Add +32.8% | 2,494 | $107K |
| Blue Trust, Inc. | 0.00% | No change | 1,291 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,289 | $50K |
| UBS Group AG | 0.00% | Add +122.0% | 1,039 | $45K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 850 | $37K |
| Park Square Financial Group, LLC | 0.02% | New | 710 | $31K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.2% | 659 | $28K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 625 | $27K |
| Creative Capital Management Investments LLC | 0.01% | No change | 565 | $24K |
| PFC Capital Group, Inc. | 0.01% | New | 500 | $21K |
| Synergy Investment Management, LLC | 0.01% | Add +0.7% | 280 | $12K |
| Wells Fargo & Company | 0.00% | Add +21500.0% | 216 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -74.3% | 183 | $8K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -12.3% | 171 | $7K |
| REAP Financial Group, LLC | 0.00% | No change | 155 | $7K |
| Morgan Stanley | 0.00% | Add +0.7% | 139 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 138 | $6K |
| HFM Investment Advisors, LLC | 0.00% | — | 67 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | New | 29 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 16 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 21 | $903 |
| Allworth Financial LP | 0.00% | Reduce -99.9% | 4 | $191 |
"% of holder's portfolio" is AVRE's weight in each manager's 13F, not the share of Avantis Real Estate ETF the manager owns.