Avantis Real Estate ETFAVREETF
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.9M |
| Exits | 6 | $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.