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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $62.9M |
| Exits | 9 | $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 |
| Keb Asset Management, LLC | 0.10% | No change | 11,319 | $498K |
| Morton Brown Family Wealth, LLC | 0.11% | Reduce -0.8% | 9,676 | $426K |
| Ariadne Wealth Management, LP | 0.19% | No change | 9,433 | $415K |
| Andrews, Lucia Wealth Management LLC | 0.25% | New | 9,326 | $411K |
| Tortoise Investment Management, LLC | 0.03% | New | 8,410 | $370K |
| BWM Planning, LLC | 0.10% | No change | 8,367 | $368K |
| Garrison Point Advisors, LLC | 0.16% | Add +0.1% | 7,947 | $350K |
| FMB Wealth Management | 0.14% | Add +5.3% | 7,581 | $334K |
| GTS Securities LLC | 0.01% | New | 6,858 | $302K |
| Avantax Planning Partners, Inc. | 0.01% | Add +4.2% | 6,499 | $286K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 5,985 | $278K |
| Ares Financial Consulting, LLC | 0.21% | Reduce -5.7% | 6,022 | $267K |
| Global Trust Wealth Management LLC | 0.20% | Reduce -1.0% | 6,021 | $265K |
| Curio Wealth, LLC | 0.09% | No change | 5,903 | $260K |
| Evanson Asset Management, LLC | 0.01% | Add +0.1% | 5,879 | $259K |
| Abacus Planning Group, Inc. | 0.03% | Add +0.2% | 5,740 | $253K |
| Merit Financial Group, LLC | 0.00% | New | 5,676 | $250K |
| Nwam LLC | 0.01% | Add +1.2% | 5,452 | $240K |
| Factor Wealth Management LTD | 0.04% | Reduce -24.6% | 4,644 | $204K |
| Torren Management, LLC | 0.10% | Add +7.7% | 4,509 | $198K |
| Jones Financial Companies LLLP | 0.00% | Reduce -7.6% | 1,729 | $75K |
| Root Financial Partners, LLC | 0.00% | New | 1,387 | $61K |
| RHL Group, LLC | 0.05% | Add +179.4% | 1,355 | $60K |
| Blue Trust, Inc. | 0.00% | No change | 1,291 | $57K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -0.5% | 855 | $38K |
| Albion Financial Group | 0.00% | New | 830 | $37K |
| Creative Capital Management Investments LLC | 0.01% | No change | 565 | $25K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 527 | $23K |
| PFC Capital Group, Inc. | 0.01% | No change | 500 | $22K |
| UBS Group AG | 0.00% | New | 495 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 432 | $19K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -84.7% | 320 | $14K |
| Kingdom Financial Group LLC. | 0.00% | Add +0.3% | 320 | $14K |
| Synergy Investment Management, LLC | 0.00% | New | 290 | $13K |
| Evolution Wealth Management Inc. | 0.01% | No change | 278 | $12K |
| Harbour Investments, Inc. | 0.00% | Add +1040.9% | 251 | $11K |
| Morgan Stanley | 0.00% | Reduce -80.6% | 244 | $11K |
| Wells Fargo & Company | 0.00% | Reduce -52.1% | 216 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 208 | $9K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -12.1% | 124 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | New | 122 | $5K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -40.9% | 39 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +9.7% | 34 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 23 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -23.5% | 13 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 6 | $264 |
| Larson Financial Group LLC | 0.00% | Reduce -93.3% | 3 | $143 |
| Signaturefd, LLC | 0.00% | No change | 1 | $44 |
"% of holder's portfolio" is AVRE's weight in each manager's 13F, not the share of Avantis Real Estate ETF the manager owns.