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Disclosery

AVRE AMERICAN CENTY ETF TR

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REAL ESTATE ETF (fund)

132 managers (134 13F filers) reported a position in AVRE shares at 2025-03-31, 11,438,509 shares in all. 18 filers opened a position and 5 filers sold out during the quarter.

Managers
132
13F filers
134
New
18
Added
70
Reduced
33
Sold out
5
Shares held by filers
11,438,509

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC1,201,130$51.7M0.74%+13,33613F-HRTimeline
CCM INVESTMENT GROUP, LLC1,200,779$51.4M5.44%+16,49513F-HRTimeline
Hill Investment Group Partners, LLC769,364$33.1M4.54%+5,57013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding444,776$18.3M+22,179Timeline
Quantum Financial Advisors, LLC365,936$15.7M2.35%+70013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding361,150$15.5M+332,272Timeline
ShankerValleau Wealth Advisors, Inc.330,827$14.2M4.62%+9,32513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC324,287$13.9M0.01%+21,36613F-HRTimelineGroup
Physician Wealth Solutions Inc.307,958$13.2M6.66%-5,77813F-HRTimeline
BetterWealth, LLC306,461$13.2M3.7%+21,40513F-HRTimeline
Capstone Financial Advisors, Inc.280,245$12.1M0.76%-62,38613F-HRTimeline
WorthPointe, LLC238,494$10.3M4.68%+3,67513F-HRTimeline
Allegiance Financial Group Advisory Ser…230,095$9.9M3.01%+21,68113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP228,468$9.83M0.02%+14,18713F-HRTimelineGroup
Prairiewood Capital, LLC226,000$9.72M3.96%+12,59413F-HRTimeline
Seaside Wealth Management, Inc.221,387$9.52M3.4%+11,87913F-HRTimeline
CWM, LLCin group CWM, LLC191,936$8.26M0.03%+2,69413F-HRTimelineGroup
Equita Financial Network, Inc.181,940$7.83M2.73%+23,90813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC161,185$6.93M<0.01%+7,31713F-HRTimelineGroup
Level Financial Advisors157,731$6.78M2.31%+4,64113F-HRTimeline
LPL Financial LLC152,412$6.56M<0.01%-1,46513F-HRTimeline
LexAurum Advisors, LLC135,835$5.84M1.12%+10,84713F-HRTimeline
Sequoia Financial Advisors, LLC124,729$5.36M0.04%new13F-HRTimeline
Strategic Blueprint, LLC123,148$5.3M0.29%+6,30413F-HRTimeline
Vestment Financial LLC119,295$5.16M3.7%+8,71513F-HRTimeline
OneDigital Investment Advisors LLC117,152$5.04M0.06%-4,02813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV115,364$4.96M0.01%+54,34413F-HRTimeline
QUARRY HILL ADVISORS, LLC114,138$4.91M3.19%+11,07813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC110,231$4.74M1.28%+7,25113F-HRTimeline
LAM GROUP, INC.105,215$4.53M3.33%+30,84013F-HRTimeline
Leading Edge Financial Planning LLC104,118$4.48M1.4%+23,78213F-HRTimeline
North Ridge Wealth Advisors, Inc.102,832$4.42M2.95%-42013F-HRTimeline
Simplicity Wealth,LLC97,275$4.18M0.33%new13F-HRTimeline
WMG Financial Advisors, LLC97,272$4.18M1.78%+5,40313F-HRTimeline
Chicago Partners Investment Group LLC94,110$4.12M0.14%+45013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …86,021$3.7M0.1%new13F-HRTimelineGroup
Beaird Harris Wealth Management, LLC83,687$3.6M0.31%-18813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC77,731$3.34M0.04%+9,20713F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…78,872$3.33M1.36%+8,51913F-HRTimeline
Valued Wealth Advisors LLC76,378$3.29M1.97%+6,30513F-HRTimeline
Austin Wealth Management, LLC74,056$3.16M0.63%+14,93313F-HRTimeline
Pacific Life Fund Advisors LLC70,442$3.03M0.34%-4,26213F-HRTimeline
Aprio Wealth Management, LLC70,345$3.03M0.38%-6,40913F-HRTimeline
Parkshore Wealth Management, Inc.70,103$3.02M1.75%-3,56913F-HRTimeline
Burk Holdings LLC63,600$2.74M2.07%+89713F-HRTimeline
HTG Investment Advisors, Inc.61,288$2.64M1.1%+8,49713F-HRTimeline
CARDIFF PARK ADVISORS, LLC58,113$2.5M0.24%+45413F-HRTimeline
MML INVESTORS SERVICES, LLC54,065$2.33M0.01%-3,76813F-HRTimeline
DBK Financial Counsel, LLC54,020$2.32M2.33%+80113F-HRTimeline
Arcadia Wealth Management, Inc.50,772$2.18M1.7%+2,04813F-HRTimeline
SOL Capital Management CO46,107$1.98M0.22%-4,25513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,752$1.97M<0.01%-46,26213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC39,110$1.68M<0.01%+14,33613F-HRTimeline
Sprinkle Financial Consultants LLC35,598$1.53M0.97%+13,10213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP35,354$1.52M0.03%new13F-HRTimelineGroup
Waypoint Wealth Partners Inc.35,111$1.51M0.42%-2,60613F-HRTimeline
PCG Wealth Advisors, LLC33,993$1.46M0.51%+11,92813F-HRTimeline
FLOW TRADERS U.S. LLC31,984$1.38M0.06%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,597$1.27M<0.01%+8,28913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,252$1.26M<0.01%+25,84613F-HRTimelineGroup
Life Planning Partners, Inc28,036$1.21M1.09%+1,13113F-HRTimeline
Creative Planningin group Creative Planning27,225$1.17M<0.01%-1,04413F-HRTimelineGroup
Apella Capital, LLC28,066$1.14M0.04%-50213F-HRTimeline
SC&H Financial Advisors, Inc.25,528$1.1M0.22%+1,84413F-HRTimeline
GeoWealth Management, LLC23,970$1.03M0.04%-4,78413F-HRTimeline
Haven Private, LLC23,676$1.02M0.58%-11,49313F-HRTimeline
Werba Rubin Papier Wealth Management23,454$1.01M0.22%+4,73613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,789$980K<0.01%new13F-HRTimelineGroup
Flagstone Financial Management22,761$979K0.32%+2,30913F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC21,775$937K0.21%+11913F-HRTimeline
Parkworth Wealth Management, Inc.20,214$869K0.69%+49413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,272$786K0.02%+92213F-HRTimeline
OLD MISSION CAPITAL LLC15,008$645K0.01%new13F-HRTimeline
POINCIANA ADVISORS GROUP, LLC14,949$643K0.67%013F-HRTimeline
ENTREWEALTH, LLC14,726$633K0.49%+3,82613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.14,672$591K0.24%+3,32013F-HRTimeline
CoreCap Advisors, LLC13,214$568K0.03%+7,85313F-HRTimeline
Financial Engines Advisors L.L.C.13,127$565K<0.01%+8213F-HRTimeline
BWM Planning, LLC12,697$546K0.23%013F-HRTimeline
Avant Financial Advisors LLC12,665$545K0.49%+9113F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC12,080$520K0.26%-8013F-HRTimeline
Mariner, LLCin group Mariner, LLC11,688$503K<0.01%+70013F-HRTimelineGroup
Larson Financial Group LLC11,405$491K0.02%-91313F-HRTimeline
AE Wealth Management LLC10,614$456K<0.01%+5,68613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.9,753$419K0.23%+64913F-HRTimeline
Morton Brown Family Wealth, LLC9,398$404K0.14%+1513F-HRTimeline
MB Generational Wealth, LLC9,214$396K0.3%-8,97213F-HRTimeline
Ariadne Wealth Management, LP8,331$365K0.19%013F-HRTimeline
Good Life Advisors, LLC8,145$350K0.02%+22213F-HRTimeline
GARRISON POINT ADVISORS, LLC7,519$323K0.16%-6,18513F-HRTimeline
Cypress Point Wealth Management, LLC7,284$313K0.1%+1,18513F-HRTimeline
Diversified Portfolios, Inc.7,238$311K0.03%+2013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,828$294K<0.01%-7,46713F-HRTimelineGroup
Willow Creek Wealth Management Inc.6,743$290K0.03%-2,23213F-HRTimeline
KEB ASSET MANAGEMENT, LLC6,475$278K0.08%new13F-HRTimeline
Bison Wealth, LLC6,323$272K0.03%-23413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC5,985$254K0.03%013F-HRTimeline
Evanson Asset Management, LLC5,717$246K0.02%+2813F-HRTimeline
Abacus Planning Group, Inc.5,616$242K0.04%+1013F-HRTimeline
Magnolia Private Wealth, LLC5,372$231K0.2%new13F-HRTimeline
FMB WEALTH MANAGEMENT5,267$227K0.13%new13F-HRTimeline
NWAM LLC5,223$225K0.02%-52113F-HRTimeline
Factor Wealth Management LTD4,723$203K0.06%new13F-HRTimeline
IFP Advisors, Inc4,337$187K0.01%-4,59813F-HRTimeline
Tortoise Investment Management, LLC3,925$169K0.02%013F-HR/ATimeline
Signature Resources Capital Management,…3,792$163K0.14%-70813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,606$155K<0.01%-2,26513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,006$129K<0.01%+47813F-HRTimelineGroup
SJS Investment Consulting Inc.2,494$107K0.02%+61613F-HRTimeline
Blue Trust, Inc.1,291$55.5K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,289$49.9K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,039$44.7K<0.01%+57113F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.850$36.6K0.02%013F-HRTimeline
Park Square Financial Group, LLC710$30.5K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP659$28.2K<0.01%-2213F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC625$26.9K0.01%013F-HRTimeline
Creative Capital Management Investments…565$24.3K0.01%013F-HRTimeline
PFC CAPITAL GROUP, INC.500$21K0.01%new13F-HRTimeline
Synergy Investment Management, LLC280$12K0.01%+213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN216$9.27K<0.01%+21513F-HRTimelineGroup
Aptus Capital Advisors, LLC183$7.89K<0.01%-53013F-HRTimeline
Dogwood Wealth Management LLC171$7.36K<0.01%-2413F-HRTimeline
REAP Financial Group, LLC155$6.67K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY139$5.99K<0.01%+113F-HRTimelineGroup
Vermillion Wealth Management, Inc.138$5.93K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC67$2.88K<0.01%13F-HRTimeline
N.E.W. Advisory Services LLC29$1.25K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.16$1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.21$903<0.01%013F-HRTimeline
Allworth Financial LP4$191<0.01%-4,58713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC11$211K-4,92613F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.