Avantis Real Estate ETFAVREETF

13F holders, Q3 2025 (September 30)
133holders
9new positions
7sold out
2famous investors
$44.47avg. 13F price*

At the end of Q3 2025, 133 institutions reported holding Avantis Real Estate ETF (AVRE) in their 13F filings, unchanged from Q2 2025. 9 opened new positions and 7 sold out. The largest holders were Hill Investment Group Partners, LLC ($33.0M), Focus Partners Advisor Solutions, LLC ($28.2M) and Nicolet Advisory Services, LLC ($21.1M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions9$5.8M
Exits7$53.3M

All 13F filers, Q2 2025 → Q3 2025: 1,290,972 shares bought and 1,407,353 shares sold, net −116,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 133 holders

Hill Investment Group Partners, LLC 4.02% Add +0.6% 741,459 $33.0M
Focus Partners Advisor Solutions, LLC 0.32% Add +96.8% 634,648 $28.2M
Nicolet Advisory Services, LLC 1.64% Add +46.6% 478,625 $21.1M
Quantum Financial Advisors, LLC 2.09% Add +6.1% 384,991 $17.1M
American Century Companies Inc. 0.01% Add +7.1% 372,599 $16.6M
ShankerValleau Wealth Advisors, Inc. 4.09% Add +6.1% 358,277 $15.9M
Focus Partners Wealth 0.02% Add +8.2% 332,125 $14.8M
BetterWealth, LLC 3.35% Add +0.8% 316,649 $14.1M
Capstone Financial Advisors, Inc. 0.73% Reduce -0.4% 304,321 $13.5M
Physician Wealth Solutions Inc. 5.75% Reduce -0.6% 296,184 $13.2M
Allegiance Financial Group Advisory Services LLC 2.91% Add +14.0% 284,787 $12.7M
Prairiewood Capital, LLC 3.78% Add +9.4% 256,630 $11.4M
Sequoia Financial Advisors, LLC 0.06% Add +90.8% 237,754 $10.6M
Seaside Wealth Management, Inc. 3.13% Add +3.0% 236,768 $10.5M
WorthPointe, LLC 3.91% Reduce -0.1% 234,322 $10.4M
LexAurum Advisors, LLC 1.41% Add +11.0% 221,538 $9.9M
LPL Financial LLC 0.00% Add +21.1% 217,903 $9.7M
Envestnet Asset Management Inc. 0.00% Add +17.3% 210,300 $9.4M
Equita Financial Network, Inc. 2.83% Add +10.9% 188,285 $8.4M
Nicolet Bankshares Inc. 1.32% Add +25.4% 184,695 $8.2M
Cwm, LLC 0.02% Reduce -6.7% 182,278 $8.1M
Level Financial Advisors 2.06% Add +4.5% 164,072 $7.3M
Corient Private Wealth LP 0.01% Reduce -4.7% 161,949 $7.2M
Leading Edge Financial Planning LLC 1.69% Add +20.2% 151,479 $6.7M
Strategic Blueprint, LLC 0.27% Add +4.4% 139,307 $6.2M
Vestment Financial LLC 3.51% Add +7.8% 138,506 $6.2M
Austin Wealth Management, LLC 0.92% Add +7.2% 130,155 $5.9M
Citadel Advisors 0.00% Add +6.2% 130,067 $5.8M
Quarry Hill Advisors, LLC 2.96% Add +11.8% 129,751 $5.8M
Simplicity Wealth,LLC 0.27% Reduce -49.2% 105,484 $4.7M
Collective Family Office LLC 1.10% Add +1.6% 103,319 $4.6M
North Ridge Wealth Advisors, Inc. 2.63% Add +0.1% 103,227 $4.6M
Park Avenue Securities LLC 0.04% Add +14.7% 101,074 $4.5M
Lam Group, Inc. 2.78% Add +13.1% 100,810 $4.5M
Sentinel Wealth Management, Inc. 3.86% Add +64.2% 99,893 $4.4M
Chicago Partners Investment Group LLC 0.11% Add +1.1% 95,099 $4.2M
OneDigital Investment Advisors LLC 0.04% Reduce -10.2% 88,603 $3.9M
Valued Wealth Advisors LLC 1.82% Add +10.6% 88,377 $3.9M
WMG Financial Advisors, LLC 1.23% Reduce -12.1% 82,958 $3.7M
Jane Street Group, LLC 0.00% Add +144.7% 78,192 $3.5M
HTG Investment Advisors, Inc. 1.13% Add +13.7% 75,359 $3.4M
Beaird Harris Wealth Management, LLC 0.23% Reduce -10.4% 73,997 $3.3M
Wealthcare Advisory Partners LLC 0.07% Add +1.7% 73,645 $3.3M
Burk Holdings LLC 1.49% Add +0.7% 62,741 $2.8M
Red Lighthouse Investment Management, LLC 0.97% Add +0.3% 62,216 $2.8M
MML Investors Services, LLC 0.01% Add +1.3% 62,082 $2.8M
Aprio Wealth Management, LLC 0.27% Add +0.9% 61,520 $2.7M
Arcadia Wealth Management, Inc. 1.47% Add +4.0% 54,527 $2.4M
DBK Financial Counsel, LLC 2.00% Add +0.2% 53,418 $2.4M
Cardiff Park Advisors, LLC 0.18% Reduce -0.1% 51,418 $2.3M
Beacon Pointe Advisors, LLC 0.02% New 46,122 $2.1M
BLVD Private Wealth, LLC 1.64% Add +10.2% 43,046 $1.9M
Commonwealth Equity Services, LLC 0.00% Add +3.4% 42,736 $1.9M
SOL Capital Management CO 0.16% Reduce -7.7% 40,392 $1.8M
Parkshore Wealth Management, Inc. 0.70% Reduce -34.3% 38,583 $1.7M
Forum Financial Management, LP 0.02% Reduce -12.1% 35,920 $1.6M
Sprinkle Financial Consultants LLC 0.89% Add +8.7% 35,700 $1.6M
Pacific Life Fund Advisors LLC 0.16% Add +1.0% 35,614 $1.6M
Mercer Global Advisors Inc. 0.00% Reduce -15.3% 33,930 $1.5M
PCG Wealth Advisors, LLC 0.44% New 33,755 $1.5M
AQR Capital Management 0.00% Add +13.0% 33,435 $1.5M
Life Planning Partners, Inc 1.03% Add +8.4% 31,640 $1.4M
Entrewealth, LLC 0.66% Add +24.5% 29,019 $1.3M
SC&H Financial Advisors, Inc. 0.21% Add +7.0% 28,716 $1.3M
AE Wealth Management LLC 0.01% Add +39.1% 28,456 $1.3M
Apella Capital, LLC 0.03% Reduce -0.4% 27,637 $1.2M
Creative Planning 0.00% Add +0.8% 27,491 $1.2M
Flagstone Financial Management 0.31% Add +9.0% 26,637 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -1.1% 25,393 $1.1M
Axxcess Wealth Management, LLC 0.02% Add +21.0% 24,305 $1.1M
Bayshore Asset Management, LLC 0.45% Add +0.6% 23,694 $1.1M
Werba Rubin Papier Wealth Management 0.17% Add +5.0% 23,685 $1.1M
GeoWealth Management, LLC 0.04% Add +0.8% 23,542 $1.0M
Satovsky Asset Management LLC 0.19% Add +0.7% 21,900 $974K
Haven Private, LLC 0.42% Add +7.7% 21,266 $946K
Savant Capital, LLC 0.01% New 20,887 $929K
MB Generational Wealth, LLC 0.59% — 20,808 $926K
Diversified Portfolios, Inc. 0.08% Reduce -3.5% 19,478 $866K
TCI Wealth Advisors, Inc. 0.05% Reduce -15.4% 19,418 $864K
CoreCap Advisors, LLC 0.03% Add +17.5% 18,868 $839K
B&D White Capital Company, LLC 0.09% Add +55.2% 16,574 $737K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.2% 16,087 $716K
Avant Financial Advisors LLC 0.50% Add +12.6% 15,044 $669K
Henrickson Nauta Wealth Advisors, Inc. 0.21% No change 14,672 $653K
Northwestern Mutual Wealth Management Co. 0.00% Add +16.0% 14,570 $648K
Poinciana Advisors Group, LLC 0.54% No change 14,313 $637K
Mariner, LLC 0.00% Add +6.1% 13,503 $601K
Fifth Third Securities, Inc. 0.04% New 12,952 $576K
Endeavor Private Wealth, Inc. 0.16% Reduce -1.4% 11,335 $504K
Magnolia Private Wealth, LLC 0.36% Add +10.7% 10,952 $487K
Keb Asset Management, LLC 0.11% No change 10,790 $480K
Quantinno Capital Management LP 0.00% New 9,928 $442K
Morton Brown Family Wealth, LLC 0.13% Add +0.4% 9,805 $436K
BWM Planning, LLC 0.11% No change 8,367 $372K
Ariadne Wealth Management, LP 0.16% No change 8,332 $366K
Garrison Point Advisors, LLC 0.14% Add +1.2% 7,664 $341K
Willow Creek Wealth Management Inc. 0.03% Add +6.6% 7,345 $327K
Factor Wealth Management LTD 0.07% Add +20.7% 6,015 $268K
Jackson Thornton Wealth Management, LLC 0.03% No change 5,985 $263K
Evanson Asset Management, LLC 0.01% Add +1.2% 5,825 $259K

"% 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