Avantis Real Estate ETFAVREETF

13F holders, Q2 2025 (June 30)
133holders
5new positions
6sold out
2famous investors
$44.15avg. 13F price*

At the end of Q2 2025, 133 institutions reported holding Avantis Real Estate ETF (AVRE) in their 13F filings, unchanged from Q1 2025. 5 opened new positions and 6 sold out. The largest holders were Empowered Funds, LLC ($49.7M), Hill Investment Group Partners, LLC ($32.5M) and Quantum Financial Advisors, LLC ($16.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Avantis Real Estate ETF
Filed as
AMERICAN CENTY ETF TR (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$2.0M
Exits6$2.2M

All 13F filers, Q1 2025 → Q2 2025: 1,006,593 shares bought and 521,747 shares sold, net +484,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 133 holders

Empowered Funds, LLC 0.56% Reduce -6.3% 1,124,974 $49.7M
Hill Investment Group Partners, LLC 4.24% Reduce -4.2% 736,986 $32.5M
Quantum Financial Advisors, LLC 2.17% Reduce -0.9% 362,799 $16.0M
American Century Companies Inc. 0.01% Add +7.2% 347,779 $15.4M
ShankerValleau Wealth Advisors, Inc. 4.26% Add +2.1% 337,781 $14.9M
Focus Partners Advisor Solutions, LLC 0.19% Add +464.4% 322,564 $14.2M
Nicolet Advisory Services, LLC 1.21% Add +7.2% 326,364 $14.2M
BetterWealth, LLC 3.55% Add +2.5% 314,040 $13.9M
Focus Partners Wealth 0.03% Add +1.0% 307,010 $13.6M
Capstone Financial Advisors, Inc. 0.78% Add +9.0% 305,545 $13.5M
Physician Wealth Solutions Inc. 6.10% Reduce -3.3% 297,943 $13.2M
Allegiance Financial Group Advisory Services LLC 2.92% Add +8.5% 249,747 $11.0M
Prairiewood Capital, LLC 3.84% Add +3.8% 234,465 $10.4M
WorthPointe, LLC 4.36% Reduce -1.7% 234,446 $10.4M
Seaside Wealth Management, Inc. 3.23% Add +3.8% 229,823 $10.1M
Simplicity Wealth,LLC 0.38% Add +113.4% 207,576 $9.2M
LexAurum Advisors, LLC 1.40% Add +47.0% 199,629 $8.8M
Cwm, LLC 0.03% Add +1.8% 195,339 $8.6M
LPL Financial LLC 0.00% Add +18.1% 179,963 $7.9M
Envestnet Asset Management Inc. 0.00% Add +11.2% 179,227 $7.9M
Corient Private Wealth LP 0.01% Reduce -25.6% 169,888 $7.5M
Equita Financial Network, Inc. 2.98% Reduce -6.7% 169,789 $7.5M
Level Financial Advisors 2.16% Reduce -0.4% 157,087 $6.9M
Nicolet Bankshares Inc. 1.12% Add +4.8% 147,258 $6.5M
Strategic Blueprint, LLC 0.29% Add +8.3% 133,403 $5.9M
Vestment Financial LLC 3.61% Add +7.8% 128,539 $5.7M
Leading Edge Financial Planning LLC 1.55% Add +21.0% 126,027 $5.6M
Sequoia Financial Advisors, LLC 0.04% Reduce -0.1% 124,584 $5.5M
Citadel Advisors 0.00% Add +437.6% 122,516 $5.4M
Austin Wealth Management, LLC 0.94% Add +64.0% 121,431 $5.3M
Quarry Hill Advisors, LLC 2.98% Add +1.6% 116,003 $5.1M
North Ridge Wealth Advisors, Inc. 2.80% Add +0.3% 103,133 $4.6M
Collective Family Office LLC 1.15% Reduce -7.8% 101,653 $4.5M
OneDigital Investment Advisors LLC 0.05% Reduce -15.8% 98,661 $4.4M
Chicago Partners Investment Group LLC 0.12% Reduce -0.1% 94,015 $4.2M
WMG Financial Advisors, LLC 1.54% Reduce -3.0% 94,357 $4.2M
Lam Group, Inc. 2.63% Reduce -15.3% 89,120 $3.9M
Park Avenue Securities LLC 0.04% Add +13.4% 88,126 $3.9M
Beaird Harris Wealth Management, LLC 0.28% Reduce -1.4% 82,555 $3.6M
Valued Wealth Advisors LLC 1.84% Add +4.6% 79,896 $3.5M
Wealthcare Advisory Partners LLC 0.07% Reduce -15.8% 72,436 $3.2M
HTG Investment Advisors, Inc. 1.09% Add +8.2% 66,304 $2.9M
Burk Holdings LLC 1.72% Reduce -2.0% 62,323 $2.8M
Red Lighthouse Investment Management, LLC 1.05% Reduce -21.4% 61,996 $2.7M
MML Investors Services, LLC 0.01% Add +13.4% 61,291 $2.7M
Aprio Wealth Management, LLC 0.30% Reduce -13.3% 60,957 $2.7M
Sentinel Wealth Management, Inc. 2.52% — 60,836 $2.7M
Parkshore Wealth Management, Inc. 1.27% Reduce -16.3% 58,689 $2.6M
DBK Financial Counsel, LLC 2.13% Reduce -1.3% 53,318 $2.4M
Arcadia Wealth Management, Inc. 1.58% Add +3.3% 52,427 $2.3M
Cardiff Park Advisors, LLC 0.20% Reduce -11.4% 51,481 $2.3M
Flow Traders U.S. LLC 0.08% Add +48.8% 47,599 $2.1M
SOL Capital Management CO 0.19% Reduce -5.1% 43,737 $1.9M
Commonwealth Equity Services, LLC 0.00% Add +5.7% 41,341 $1.8M
Forum Financial Management, LP 0.03% Add +15.6% 40,874 $1.8M
Mercer Global Advisors Inc. 0.00% Reduce -65.3% 40,066 $1.8M
BLVD Private Wealth, LLC 1.63% — 39,054 $1.7M
Pacific Life Fund Advisors LLC 0.17% Reduce -50.0% 35,254 $1.6M
Waypoint Wealth Partners Inc. 0.37% Reduce -1.0% 34,746 $1.5M
Sprinkle Financial Consultants LLC 0.89% Reduce -7.7% 32,849 $1.5M
Jane Street Group, LLC 0.00% Reduce -30.1% 31,958 $1.4M
AQR Capital Management 0.00% No change 29,597 $1.3M
Life Planning Partners, Inc 1.03% Add +4.1% 29,186 $1.3M
Apella Capital, LLC 0.03% Reduce -1.1% 27,757 $1.2M
Creative Planning 0.00% Add +0.2% 27,273 $1.2M
SC&H Financial Advisors, Inc. 0.20% Add +5.1% 26,838 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -12.3% 25,668 $1.1M
Flagstone Financial Management 0.31% Add +7.4% 24,437 $1.1M
Bayshore Asset Management, LLC 0.48% Add +95.0% 23,556 $1.0M
GeoWealth Management, LLC 0.04% Reduce -2.5% 23,363 $1.0M
Entrewealth, LLC 0.71% Add +58.3% 23,305 $1.0M
TCI Wealth Advisors, Inc. 0.07% New 22,943 $1.0M
Werba Rubin Papier Wealth Management 0.19% Reduce -3.8% 22,553 $996K
Satovsky Asset Management LLC 0.20% Reduce -0.1% 21,759 $961K
AE Wealth Management LLC 0.01% Add +92.7% 20,450 $903K
Parkworth Wealth Management, Inc. 0.65% Add +0.8% 20,386 $900K
Diversified Portfolios, Inc. 0.09% Add +178.8% 20,178 $891K
Axxcess Wealth Management, LLC 0.02% Add +9.9% 20,090 $887K
Haven Private, LLC 0.39% Reduce -16.6% 19,743 $872K
Susquehanna International Group, LLP 0.00% Add +173.2% 18,653 $824K
Financial Engines Advisors L.L.C. 0.00% Add +22.8% 16,116 $712K
CoreCap Advisors, LLC 0.03% Add +21.6% 16,062 $709K
Henrickson Nauta Wealth Advisors, Inc. 0.22% No change 14,672 $648K
Poinciana Advisors Group, LLC 0.57% Reduce -4.3% 14,313 $632K
Avant Financial Advisors LLC 0.49% Add +5.5% 13,363 $590K
Mariner, LLC 0.00% Add +8.9% 12,730 $562K
Northwestern Mutual Wealth Management Co. 0.00% Add +248.3% 12,560 $555K
Endeavor Private Wealth, Inc. 0.24% Add +17.9% 11,501 $508K
Keb Asset Management, LLC 0.12% Add +66.6% 10,790 $476K
B&D White Capital Company, LLC 0.07% New 10,681 $472K
Magnolia Private Wealth, LLC 0.34% Add +84.1% 9,892 $437K
Morton Brown Family Wealth, LLC 0.13% Add +4.0% 9,769 $431K
Good Life Advisors, LLC 0.02% Add +3.4% 8,419 $372K
BWM Planning, LLC 0.13% Reduce -34.1% 8,367 $369K
Ariadne Wealth Management, LP 0.18% Add +0.0% 8,332 $369K
Garrison Point Advisors, LLC 0.15% Add +0.7% 7,574 $334K
Cypress Point Wealth Management, LLC 0.08% Add +1.1% 7,368 $325K
Willow Creek Wealth Management Inc. 0.03% Add +2.2% 6,890 $304K
Kestra Advisory Services, LLC 0.00% New 6,137 $271K
Jackson Thornton Wealth Management, LLC 0.03% No change 5,985 $263K

"% 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 133 holders