Skip to content
Disclosery

AVRE AMERICAN CENTY ETF TR

Follow

REAL ESTATE ETF (fund)

155 managers (156 13F filers) reported a position in AVRE shares at 2026-06-30, 14,441,392 shares in all. 19 filers opened a position and 10 filers sold out during the quarter.

Managers
155
13F filers
156
New
19
Added
80
Reduced
38
Sold out
10
Shares held by filers
14,441,392

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Empowered Funds, LLC1,191,067$56.4M0.3%-46,50513F-HRTimeline
Sequoia Financial Advisors, LLC1,031,592$48.9M0.24%+43,92513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC810,539$38.4M0.02%+202,44113F-HRTimelineGroup
Financial Plan, Inc.797,049$37.8M3.58%+84,72413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC619,231$29.5M0.94%+21,64813F-HRTimelineGroup
LPL Financial LLC578,807$27.4M0.01%+277,50813F-HRTimeline
Quantum Financial Advisors, LLC455,253$21.6M2.13%+31,01113F-HRTimeline
ShankerValleau Wealth Advisors, Inc.384,164$18.2M4.8%+10,52013F-HRTimeline
Allegiance Financial Group Advisory Ser…373,415$17.7M3.06%+35,58213F-HRTimeline
Hill Investment Group Partners, LLC365,402$17.3M1.77%-24,00113F-HRTimeline
BetterWealth, LLC347,592$16.5M2.91%+8,31013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding332,019$15.7M-30,854Timeline
Prairiewood Capital, LLC318,858$15.1M3.92%+10,29513F-HRTimeline
Capstone Financial Advisors, Inc.311,435$14.8M0.72%-5,07013F-HRTimeline
Seaside Wealth Management, Inc.289,183$13.7M3.39%+15,77213F-HRTimeline
LexAurum Advisors, LLC285,497$13.5M1.56%-1,14313F-HRTimeline
Physician Wealth Solutions Inc.283,674$13.4M5.1%-5,35013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC275,963$13.1M<0.01%+26,94713F-HRTimelineGroup
Leading Edge Financial Planning LLC264,621$12.5M2.23%+38,75113F-HRTimeline
Three Arch Wealth Management LLC264,363$12.5M1.92%+20,79113F-HRTimeline
Equita Financial Network, Inc.217,767$10.3M2.86%+10,41213F-HRTimeline
WorthPointe, LLC197,395$9.35M2.35%+2,21513F-HRTimeline
Level Financial Advisors173,162$8.2M1.83%-8313F-HRTimeline
QUARRY HILL ADVISORS, LLC173,097$8.2M3.15%+13,83513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP156,367$7.41M0.01%-14,11313F-HR/ATimelineGroup
Vestment Financial LLC151,508$7.22M3.24%-3,30313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC144,563$6.85M0.04%+18,60113F-HRTimelineGroup
SENTINEL WEALTH MANAGEMENT, INC.144,001$6.82M4.81%+8,55313F-HRTimeline
LAM GROUP, INC.134,940$6.39M3.18%+2,60513F-HRTimeline
Strategic Blueprint, LLC131,354$6.22M0.31%-63313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC126,364$5.99M1.22%+7,03013F-HRTimeline
Simplicity Wealth,LLC116,749$5.53M0.19%+5,04413F-HRTimeline
Savant Capital, LLC115,904$5.49M0.02%+93,84013F-HRTimeline
HTG Investment Advisors, Inc.110,303$5.23M1.34%+10,56913F-HRTimeline
Austin Wealth Management, LLC106,113$5.19M1.1%+2,18713F-HRTimeline
Chicago Partners Investment Group LLC103,431$5.02M0.1%+2,42013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC104,773$4.96M0.01%+40,56213F-HRTimelineGroup
Valued Wealth Advisors LLC97,930$4.64M1.69%+3,72413F-HRTimeline
OneDigital Investment Advisors LLC89,648$4.25M0.04%+1,62713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …84,291$3.99M0.08%+5,69913F-HRTimelineGroup
Networth Advisors, LLC79,140$3.75M2.18%+10,56713F-HRTimeline
MML INVESTORS SERVICES, LLC78,615$3.72M0.01%+15,14313F-HRTimeline
Burk Holdings LLC69,350$3.29M1.21%+18413F-HRTimeline
Beaird Harris Wealth Management, LLC68,393$3.24M0.2%-1,05613F-HRTimeline
Sprinkle Financial Consultants LLC62,091$2.94M1.15%+8,54513F-HRTimeline
Arcadia Wealth Management, Inc.61,378$2.91M1.39%-2,41013F-HRTimeline
Aprio Wealth Management, LLC58,561$2.77M0.14%-1,96913F-HRTimeline
AE Wealth Management LLC56,224$2.66M0.01%+11,92413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…55,498$2.63M0.78%013F-HRTimeline
WMG Financial Advisors, LLC54,616$2.59M0.98%-2,22113F-HRTimeline
marrick wealth, LLC53,531$2.54M1.8%+79213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC49,376$2.34M<0.01%+2,00413F-HRTimeline
Haven Private, LLC48,491$2.3M0.87%+21,01713F-HRTimeline
CARDIFF PARK ADVISORS, LLC46,091$2.18M0.17%-3,54313F-HRTimeline
DBK Financial Counsel, LLC44,247$2.1M1.76%-8,29513F-HRTimeline
BLVD Private Wealth, LLC42,669$2.02M1.5%+86813F-HRTimeline
Beacon Pointe Advisors, LLC42,019$1.99M0.01%-58113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC41,993$1.99M0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO40,210$1.94M<0.01%-3,64213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,615$1.92M<0.01%+3,60713F-HRTimelineGroup
ENTREWEALTH, LLC38,149$1.85M0.68%+4,49813F-HRTimeline
Life Planning Partners, Inc38,336$1.82M1.35%-1,08913F-HRTimeline
Rockwood Wealth Management, LLC34,924$1.65M0.1%+2,81313F-HRTimeline
PCG Wealth Advisors, LLC34,818$1.65M0.37%+25713F-HRTimeline
Werba Rubin Papier Wealth Management33,719$1.6M0.19%+3,37713F-HRTimeline
Pacific Life Fund Advisors LLC32,677$1.55M0.17%-77813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP31,009$1.47M0.02%-1,89013F-HRTimelineGroup
GeoWealth Management, LLC29,797$1.41M0.04%+1,71513F-HRTimeline
Apella Capital, LLC29,266$1.41M0.02%+1,07713F-HRTimeline
CoreCap Advisors, LLC29,671$1.41M0.04%+4,68013F-HRTimeline
Flagstone Financial Management29,006$1.37M0.31%+19413F-HRTimeline
Creative Planningin group Creative Planning28,080$1.33M<0.01%+45113F-HRTimelineGroup
Empire Financial Management Company, LLC27,688$1.31M0.52%+57613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,059$1.28M<0.01%+9913F-HR/ATimeline
Farther Finance Advisors, LLC25,252$1.2M0.01%+3,43713F-HRTimeline
SC&H Financial Advisors, Inc.25,174$1.19M0.16%-1,81913F-HRTimeline
TCI Wealth Advisors, Inc.24,615$1.17M0.05%-3,86313F-HRTimeline
B&D White Capital Company, LLC24,079$1.14M0.11%-16,25213F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC22,272$1.06M0.17%+11613F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC21,408$1.01M0.36%+1913F-HRTimeline
Sanchez Levi Garrett18,849$893K0.48%+58513F-HRTimeline
Cogent Private Wealth, Inc.18,660$884K0.55%+13413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,392$871K<0.01%+5,82113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,148$860K<0.01%new13F-HRTimelineGroup
SeedSafe Financial LLC17,944$850K0.61%013F-HRTimeline
Avant Financial Advisors LLC17,620$835K0.52%+53813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,462$827K0.02%new13F-HRTimelineGroup
Torren Management, LLC16,794$796K0.4%+12,28513F-HRTimeline
MB Generational Wealth, LLC16,419$778K0.38%013F-HRTimeline
Quantinno Capital Management LP15,597$739K<0.01%+34313F-HRTimeline
Private Advisor Group, LLC15,370$728K<0.01%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…15,309$725K0.04%+51013F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC15,144$718K0.53%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,130$717K<0.01%+4813F-HRTimelineGroup
Financial Engines Advisors L.L.C.14,543$689K<0.01%+4613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.14,063$666K0.16%+1,84313F-HRTimeline
Modera Wealth Management, LLC13,620$645K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,618$645K<0.01%+61613F-HRTimelineGroup
Parkshore Wealth Management, Inc.13,609$645K0.19%-2,25513F-HRTimeline
Diversified Portfolios, Inc.12,912$612K0.04%-1,34713F-HRTimeline
KEB ASSET MANAGEMENT, LLC11,555$547K0.09%+23613F-HRTimeline
Morton Brown Family Wealth, LLC9,803$464K0.11%+12713F-HRTimeline
Ariadne Wealth Management, LP9,437$447K0.2%+413F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC9,250$438K0.23%-7613F-HRTimeline
MAI Capital Management8,415$399K<0.01%new13F-HRTimeline
BWM Planning, LLC8,367$396K0.09%013F-HRTimeline
FMB WEALTH MANAGEMENT8,010$380K0.14%+42913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,008$379K<0.01%new13F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.7,925$375K0.09%-4,46213F-HRTimeline
GARRISON POINT ADVISORS, LLC7,887$374K0.15%-6013F-HRTimeline
Tortoise Investment Management, LLC6,410$304K0.02%-2,00013F-HRTimeline
Ares Financial Consulting, LLC6,046$286K0.21%+2413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC5,985$284K0.02%013F-HRTimeline
Global Trust Wealth Management LLC5,947$282K0.19%-7413F-HRTimeline
CURIO WEALTH, LLC5,924$281K0.09%+2113F-HRTimeline
Evanson Financial, LLC5,912$280K0.01%13F-HRTimeline
Abacus Planning Group, Inc.5,670$269K0.03%-7013F-HRTimeline
NWAM LLC5,465$259K0.01%+1313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,389$255K0.02%new13F-HRTimeline
Global Retirement Partners, LLC5,156$244K<0.01%13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,152$244K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,490$213K<0.01%-26,52613F-HRTimelineGroup
Merit Financial Group, LLC4,479$212K<0.01%-1,19713F-HR/ATimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC4,409$209K0.17%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,941$142K<0.01%+1,21213F-HRTimelineGroup
Lloyd Advisory Services, LLC.2,210$105K0.04%+1,89013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,884$89.2K<0.01%+1,66813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,825$86K<0.01%new13F-HRTimelineGroup
RHL GROUP, LLC1,726$81.1K0.07%+37113F-HRTimeline
Quarry LP1,437$68.1K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC813$38.5K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.812$38.5K0.01%-4313F-HRTimeline
Creative Capital Management Investments…565$26.8K0.01%013F-HRTimeline
PFC CAPITAL GROUP, INC.500$23K0.01%013F-HRTimeline
SJS Investment Consulting Inc.432$20.5K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.322$15.3K<0.01%+213F-HRTimeline
Synergy Investment Management, LLC293$13.9K<0.01%+313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.278$13.2K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.251$11.9K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY245$11.6K<0.01%+113F-HRTimelineGroup
REAP Financial Group, LLC208$9.86K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC180$8.53K<0.01%new13F-HRTimeline
True Wealth Design, LLC165$7.82K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC122$5.78K<0.01%-213F-HRTimeline
PRIVATE TRUST CO NA115$5.45K<0.01%new13F-HRTimeline
UMB Bank, n.a.114$5.4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quest 10 Wealth Builders, Inc.52$2.46K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC31$1.47K<0.01%-813F-HRTimeline
N.E.W. Advisory Services LLC23$1.09K<0.01%013F-HRTimeline
Tidemark, LLC22$1.04K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.13$1K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.19$899<0.01%-1513F-HRTimeline
Signature Resources Capital Management,…6$284<0.01%013F-HRTimeline
Larson Financial Group LLC3$156<0.01%013F-HRTimeline
Allworth Financial LP0$23<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.