Avantis Real Estate ETFAVREETF

13F holders, Q4 2025 (December 31)
145holders +12
8new positions
6sold out
2famous investors
$43.58avg. 13F price*

At the end of Q4 2025, 145 institutions reported holding Avantis Real Estate ETF (AVRE) in their 13F filings, up 12 from Q3 2025. 8 opened new positions and 6 sold out. The largest holders were Financial Plan, Inc. ($26.2M), American Century Companies Inc. ($20.5M) and Hill Investment Group Partners, LLC ($19.3M). 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$1.9M
Exits6$1.8M

All 13F filers, Q3 2025 → Q4 2025: 823,388 shares bought and 1,289,732 shares sold, net −466,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 145 holders

Financial Plan, Inc. 3.00% — 600,852 $26.2M
American Century Companies Inc. 0.01% Add +26.2% 470,145 $20.5M
Hill Investment Group Partners, LLC 2.29% Reduce -40.3% 442,417 $19.3M
Quantum Financial Advisors, LLC 2.00% Add +6.4% 409,559 $17.8M
Nicolet Advisory Services, LLC 1.15% Reduce -18.8% 388,797 $17.1M
ShankerValleau Wealth Advisors, Inc. 4.53% Add +7.2% 384,059 $16.7M
Sequoia Financial Advisors, LLC 0.09% Add +54.4% 367,012 $16.0M
BetterWealth, LLC 3.29% Add +4.7% 331,488 $14.4M
Capstone Financial Advisors, Inc. 0.74% Add +4.3% 317,407 $13.8M
Allegiance Financial Group Advisory Services LLC 2.83% Add +8.7% 309,501 $13.5M
Physician Wealth Solutions Inc. 5.39% Reduce -1.4% 292,005 $12.7M
Prairiewood Capital, LLC 3.86% Add +11.3% 285,537 $12.4M
Focus Partners Wealth 0.01% Reduce -15.8% 279,529 $12.2M
Seaside Wealth Management, Inc. 3.30% Add +12.2% 265,645 $11.6M
LPL Financial LLC 0.00% Add +18.3% 257,798 $11.2M
Three Arch Wealth Management LLC 1.90% — 233,487 $10.2M
Envestnet Asset Management Inc. 0.00% Add +9.6% 230,473 $10.0M
WorthPointe, LLC 2.61% Reduce -2.6% 228,326 $9.9M
Equita Financial Network, Inc. 2.74% Add +10.8% 208,603 $9.1M
Leading Edge Financial Planning LLC 1.92% Add +28.0% 193,932 $8.4M
Nicolet Bankshares Inc. 1.33% Add +3.0% 190,247 $8.3M
Level Financial Advisors 1.99% Add +5.6% 173,215 $7.5M
Corient Private Wealth LP 0.01% Add +5.0% 170,079 $7.4M
Vestment Financial LLC 3.48% Add +10.2% 152,563 $6.7M
Quarry Hill Advisors, LLC 2.92% Add +11.3% 144,465 $6.3M
Austin Wealth Management, LLC 0.89% Add +5.2% 136,880 $6.0M
Strategic Blueprint, LLC 0.35% Reduce -1.9% 136,657 $5.9M
Cwm, LLC 0.02% Reduce -29.1% 129,268 $5.6M
Sentinel Wealth Management, Inc. 4.31% Add +19.4% 119,282 $5.2M
Park Avenue Securities LLC 0.04% Add +12.2% 113,430 $4.9M
Simplicity Wealth,LLC 0.29% Add +5.9% 111,741 $4.9M
Citadel Advisors 0.00% Reduce -15.6% 109,769 $4.8M
Collective Family Office LLC 1.07% Add +4.1% 107,597 $4.7M
North Ridge Wealth Advisors, Inc. 2.56% Add +1.8% 105,039 $4.6M
Lam Group, Inc. 2.58% Add +2.5% 103,370 $4.5M
Chicago Partners Investment Group LLC 0.10% Reduce -0.8% 94,388 $4.2M
Valued Wealth Advisors LLC 1.79% Add +5.8% 93,514 $4.1M
HTG Investment Advisors, Inc. 1.22% Add +20.7% 90,972 $4.0M
OneDigital Investment Advisors LLC 0.04% Reduce -4.2% 84,852 $3.7M
WMG Financial Advisors, LLC 1.41% Reduce -5.1% 78,759 $3.4M
Wealthcare Advisory Partners LLC 0.07% Add +5.3% 77,517 $3.4M
Beaird Harris Wealth Management, LLC 0.22% Reduce -2.9% 71,891 $3.1M
MML Investors Services, LLC 0.01% Add +15.0% 71,412 $3.1M
Networth Advisors, LLC 2.10% — 65,504 $2.9M
Burk Holdings LLC 1.34% Add +2.6% 64,385 $2.8M
Axxcess Wealth Management, LLC 0.05% Add +154.3% 61,803 $2.7M
Aprio Wealth Management, LLC 0.15% Reduce -0.4% 61,257 $2.7M
Arcadia Wealth Management, Inc. 1.50% Add +10.2% 60,082 $2.6M
Red Lighthouse Investment Management, LLC 0.87% Reduce -9.8% 56,090 $2.4M
DBK Financial Counsel, LLC 1.75% Reduce -1.9% 52,381 $2.3M
Cardiff Park Advisors, LLC 0.18% Reduce -0.4% 51,204 $2.2M
marrick wealth, LLC 1.81% — 50,686 $2.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -1.2% 45,588 $2.0M
Commonwealth Equity Services, LLC 0.00% Add +5.6% 45,124 $2.0M
BLVD Private Wealth, LLC 1.61% Reduce -1.4% 42,448 $1.8M
AE Wealth Management LLC 0.01% Add +41.0% 40,119 $1.7M
Sprinkle Financial Consultants LLC 0.85% Add +7.2% 38,269 $1.7M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -94.2% 37,016 $1.6M
SOL Capital Management CO 0.14% Reduce -9.3% 36,647 $1.6M
PCG Wealth Advisors, LLC 0.44% Add +6.6% 35,991 $1.6M
Life Planning Partners, Inc 1.18% Add +12.0% 35,433 $1.5M
Pacific Life Fund Advisors LLC 0.16% Reduce -1.4% 35,130 $1.5M
B&D White Capital Company, LLC 0.18% Add +111.9% 35,117 $1.5M
Entrewealth, LLC 0.67% Add +13.5% 32,930 $1.5M
AQR Capital Management 0.00% Add +1.0% 33,766 $1.5M
Forum Financial Management, LP 0.02% Reduce -13.0% 31,263 $1.4M
SC&H Financial Advisors, Inc. 0.20% Add +2.2% 29,338 $1.3M
Apella Capital, LLC 0.02% Add +1.9% 28,162 $1.2M
Flagstone Financial Management 0.31% Add +5.4% 28,087 $1.2M
Creative Planning 0.00% Reduce -0.3% 27,395 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -19.8% 27,229 $1.2M
Parkshore Wealth Management, Inc. 0.44% Reduce -29.4% 27,220 $1.2M
Empire Financial Management Company, LLC 0.25% New 26,047 $1.1M
GeoWealth Management, LLC 0.04% Add +10.6% 26,038 $1.1M
Henrickson Nauta Wealth Advisors, Inc. 0.16% Add +68.8% 24,774 $1.1M
Bayshore Asset Management, LLC 0.43% Add +2.5% 24,297 $1.1M
CoreCap Advisors, LLC 0.04% Add +27.1% 23,976 $1.0M
Jane Street Group, LLC 0.00% Reduce -70.2% 23,338 $1.0M
Haven Private, LLC 0.42% Add +4.2% 22,165 $965K
Savant Capital, LLC 0.01% Add +6.1% 22,164 $965K
Satovsky Asset Management LLC 0.19% Add +1.1% 22,140 $964K
MB Generational Wealth, LLC 0.48% Reduce -0.3% 20,740 $903K
TCI Wealth Advisors, Inc. 0.05% Add +0.0% 19,422 $845K
SeedSafe Financial LLC 0.69% — 17,944 $781K
Diversified Portfolios, Inc. 0.06% Reduce -15.7% 16,428 $715K
Cogent Private Wealth, Inc. 0.53% — 16,057 $699K
Fifth Third Securities, Inc. 0.04% Add +21.4% 15,725 $685K
Avant Financial Advisors LLC 0.49% Add +3.9% 15,636 $681K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.8% 14,973 $652K
Financial Engines Advisors L.L.C. 0.00% Reduce -9.9% 14,497 $631K
Poinciana Advisors Group, LLC 0.49% No change 14,313 $623K
Mariner, LLC 0.00% Add +1.8% 13,742 $598K
Osaic Holdings, Inc. 0.00% Reduce -47.5% 13,345 $581K
Endeavor Private Wealth, Inc. 0.15% Add +9.3% 12,383 $539K
Quantinno Capital Management LP 0.00% Add +17.8% 11,697 $509K
Keb Asset Management, LLC 0.10% Add +4.9% 11,319 $493K
Ariadne Wealth Management, LP 0.18% Add +13.2% 9,433 $440K
Morton Brown Family Wealth, LLC 0.12% Reduce -0.5% 9,756 $425K
Edge Financial Advisors LLC 0.17% New 9,191 $400K
BWM Planning, LLC 0.10% No change 8,367 $364K

"% 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 145 holders