Avantis Real Estate ETFAVREETF

13F holders, Q1 2026 (March 31)
148holders +3
14new positions
9sold out
1famous investor
$44.16avg. 13F price*

At the end of Q1 2026, 148 institutions reported holding Avantis Real Estate ETF (AVRE) in their 13F filings, up 3 from Q4 2025. 14 opened new positions and 9 sold out. The largest holders were Empowered Funds, LLC ($54.5M), Sequoia Financial Advisors, LLC ($43.5M) and Financial Plan, Inc. ($31.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Avantis Real Estate ETF
Filed as
AMERICAN CENTY ETF TR (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions14$62.9M
Exits9$9.4M

All 13F filers, Q4 2025 → Q1 2026: 3,195,529 shares bought and 487,521 shares sold, net +2,708,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 148 holders

Empowered Funds, LLC 0.35% New 1,237,572 $54.5M
Sequoia Financial Advisors, LLC 0.24% Add +169.1% 987,667 $43.5M
Financial Plan, Inc. 3.36% Add +18.6% 712,325 $31.4M
American Century Companies Inc. 0.01% Add +29.3% 608,098 $26.8M
Nicolet Bankshares Inc. 0.97% Add +214.1% 597,583 $26.4M
Quantum Financial Advisors, LLC 2.10% Add +3.6% 424,242 $18.7M
Hill Investment Group Partners, LLC 1.89% Reduce -12.0% 389,403 $17.1M
ShankerValleau Wealth Advisors, Inc. 4.64% Reduce -2.7% 373,644 $16.4M
BetterWealth, LLC 2.93% Add +2.4% 339,282 $14.9M
Allegiance Financial Group Advisory Services LLC 2.96% Add +9.2% 337,833 $14.9M
Capstone Financial Advisors, Inc. 0.75% Reduce -0.3% 316,505 $13.9M
Prairiewood Capital, LLC 3.93% Add +8.1% 308,563 $13.6M
LPL Financial LLC 0.00% Add +16.9% 301,299 $13.3M
Physician Wealth Solutions Inc. 5.27% Reduce -1.0% 289,024 $12.7M
LexAurum Advisors, LLC 1.64% — 286,640 $12.6M
Focus Partners Wealth 0.01% Reduce 0.0% 279,527 $12.3M
Seaside Wealth Management, Inc. 3.38% Add +2.9% 273,411 $12.0M
Envestnet Asset Management Inc. 0.00% Add +8.1% 249,016 $11.0M
Three Arch Wealth Management LLC 1.93% Add +4.3% 243,572 $10.7M
Leading Edge Financial Planning LLC 2.09% Add +16.5% 225,870 $9.9M
Equita Financial Network, Inc. 2.87% Reduce -0.6% 207,355 $9.1M
WorthPointe, LLC 2.34% Reduce -14.5% 195,180 $8.6M
Quarry Hill Advisors, LLC 3.14% Add +10.2% 159,262 $7.6M
Level Financial Advisors 1.95% Add +0.0% 173,245 $7.6M
Corient Private Wealth LP 0.01% Add +0.2% 170,480 $7.5M
Vestment Financial LLC 3.50% Add +1.5% 154,811 $7.4M
Sentinel Wealth Management, Inc. 4.77% Add +13.6% 135,448 $6.0M
Lam Group, Inc. 3.20% Add +28.0% 132,335 $5.8M
Strategic Blueprint, LLC 0.34% Reduce -3.4% 131,987 $5.8M
Park Avenue Securities LLC 0.04% Add +11.1% 125,962 $5.5M
Collective Family Office LLC 1.18% Add +10.9% 119,334 $5.3M
Simplicity Wealth,LLC 0.28% Reduce -0.0% 111,705 $4.9M
Chicago Partners Investment Group LLC 0.11% Add +7.0% 101,011 $4.7M
Austin Wealth Management, LLC 1.06% Reduce -24.1% 103,926 $4.7M
North Ridge Wealth Advisors, Inc. 2.55% Reduce -2.1% 102,837 $4.5M
HTG Investment Advisors, Inc. 1.25% Add +9.6% 99,734 $4.4M
Valued Wealth Advisors LLC 1.68% Add +0.7% 94,206 $4.1M
OneDigital Investment Advisors LLC 0.04% Add +3.7% 88,021 $3.9M
Focus Partners Advisor Solutions, LLC 0.04% Add +125.2% 83,346 $3.7M
Cwm, LLC 0.01% Reduce -35.8% 83,035 $3.7M
Wealthcare Advisory Partners LLC 0.07% Add +1.4% 78,592 $3.5M
Beaird Harris Wealth Management, LLC 0.21% Reduce -3.4% 69,449 $3.1M
Burk Holdings LLC 1.30% Add +7.4% 69,166 $3.0M
Networth Advisors, LLC 2.13% Add +4.7% 68,573 $3.0M
Cerity Partners LLC 0.00% New 64,211 $2.8M
Arcadia Wealth Management, Inc. 1.52% Add +6.2% 63,788 $2.8M
MML Investors Services, LLC 0.01% Reduce -11.1% 63,472 $2.8M
Aprio Wealth Management, LLC 0.15% Reduce -1.2% 60,530 $2.7M
WMG Financial Advisors, LLC 1.04% Reduce -27.8% 56,837 $2.5M
Red Lighthouse Investment Management, LLC 0.82% Reduce -1.1% 55,498 $2.4M
Sprinkle Financial Consultants LLC 1.09% Add +39.9% 53,546 $2.4M
marrick wealth, LLC 1.95% Add +4.0% 52,739 $2.3M
DBK Financial Counsel, LLC 1.75% Add +0.3% 52,542 $2.3M
Cardiff Park Advisors, LLC 0.17% Reduce -3.1% 49,634 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +5.0% 47,372 $2.1M
AE Wealth Management LLC 0.01% Add +10.4% 44,300 $2.0M
JPMorgan Chase & Co. 0.00% Add +3110.3% 43,852 $1.9M
Beacon Pointe Advisors, LLC 0.01% Reduce -6.5% 42,600 $1.9M
BLVD Private Wealth, LLC 1.60% Reduce -1.5% 41,801 $1.8M
B&D White Capital Company, LLC 0.22% Add +14.8% 40,331 $1.8M
Life Planning Partners, Inc 1.32% Add +11.3% 39,425 $1.7M
AQR Capital Management 0.00% Add +9.6% 37,008 $1.6M
PCG Wealth Advisors, LLC 0.38% Reduce -4.0% 34,561 $1.5M
Entrewealth, LLC 0.66% Add +2.2% 33,651 $1.5M
Pacific Life Fund Advisors LLC 0.17% Reduce -4.8% 33,455 $1.5M
Forum Financial Management, LP 0.02% Add +5.2% 32,899 $1.4M
Rockwood Wealth Management, LLC 0.10% New 32,111 $1.4M
Susquehanna International Group, LLP 0.00% New 31,016 $1.4M
Apella Capital, LLC 0.02% Add +0.1% 28,189 $1.4M
Werba Rubin Papier Wealth Management 0.19% New 30,342 $1.3M
Flagstone Financial Management 0.31% Add +2.6% 28,812 $1.3M
TCI Wealth Advisors, Inc. 0.07% Add +46.6% 28,478 $1.3M
GeoWealth Management, LLC 0.04% Add +7.8% 28,082 $1.2M
Creative Planning 0.00% Add +0.8% 27,629 $1.2M
Haven Private, LLC 0.53% Add +23.9% 27,474 $1.2M
Empire Financial Management Company, LLC 0.27% Add +4.1% 27,112 $1.2M
SC&H Financial Advisors, Inc. 0.18% Reduce -8.0% 26,993 $1.2M
Mercer Global Advisors Inc. 0.00% Reduce -1.0% 26,960 $1.2M
CoreCap Advisors, LLC 0.04% Add +4.2% 24,991 $1.1M
Satovsky Asset Management LLC 0.17% Add +0.1% 22,156 $975K
Savant Capital, LLC 0.00% Reduce -0.5% 22,064 $971K
Farther Finance Advisors, LLC 0.01% Add +983.7% 21,815 $967K
Bayshore Asset Management, LLC 0.37% Reduce -12.0% 21,389 $942K
Cogent Private Wealth, Inc. 0.59% Add +15.4% 18,526 $816K
Sanchez Levi Garrett 0.50% — 18,264 $804K
SeedSafe Financial LLC 0.65% No change 17,944 $790K
Avant Financial Advisors LLC 0.53% Add +9.3% 17,082 $752K
MB Generational Wealth, LLC 0.40% Reduce -20.8% 16,419 $723K
Parkshore Wealth Management, Inc. 0.23% Reduce -41.7% 15,864 $698K
Quantinno Capital Management LP 0.00% Add +30.4% 15,254 $671K
Poinciana Advisors Group, LLC 0.53% Add +5.8% 15,144 $667K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.7% 15,082 $664K
Fifth Third Securities, Inc. 0.04% Reduce -5.9% 14,799 $651K
Mariner, LLC 0.00% Add +6.2% 14,590 $642K
Financial Engines Advisors L.L.C. 0.00% No change 14,497 $638K
Diversified Portfolios, Inc. 0.05% Reduce -13.2% 14,259 $628K
Kestra Advisory Services, LLC 0.00% Add +109.4% 13,002 $572K
Osaic Holdings, Inc. 0.00% Reduce -5.8% 12,571 $553K
Henrickson Nauta Wealth Advisors, Inc. 0.15% Reduce -50.0% 12,387 $545K
Endeavor Private Wealth, Inc. 0.15% Reduce -1.3% 12,220 $538K

"% 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 148 holders