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Disclosery

AVRE AMERICAN CENTY ETF TR

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REAL ESTATE ETF (fund)

133 managers (135 13F filers) reported a position in AVRE shares at 2025-06-30, 10,813,365 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
133
13F filers
135
New
5
Added
65
Reduced
48
Sold out
6
Shares held by filers
10,813,365

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,124,974$49.7M0.56%-76,15613F-HRTimeline
Hill Investment Group Partners, LLC736,986$32.5M4.24%-32,37813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding629,574$27.8M+268,424Timeline
NICOLET BANKSHARES INCgroup of 2 filers holding473,622$20.7M+28,846Timeline
Quantum Financial Advisors, LLC362,799$16M2.17%-3,13713F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC347,779$15.4M0.01%+23,49213F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.337,781$14.9M4.26%+6,95413F-HRTimeline
BetterWealth, LLC314,040$13.9M3.55%+7,57913F-HRTimeline
Capstone Financial Advisors, Inc.305,545$13.5M0.78%+25,30013F-HRTimeline
Physician Wealth Solutions Inc.297,943$13.2M6.1%-10,01513F-HRTimeline
Allegiance Financial Group Advisory Ser…249,747$11M2.92%+19,65213F-HRTimeline
Prairiewood Capital, LLC234,465$10.4M3.84%+8,46513F-HRTimeline
WorthPointe, LLC234,446$10.4M4.36%-4,04813F-HRTimeline
Seaside Wealth Management, Inc.229,823$10.1M3.23%+8,43613F-HRTimeline
Simplicity Wealth,LLC207,576$9.17M0.38%+110,30113F-HRTimeline
LexAurum Advisors, LLC199,629$8.82M1.39%+63,79413F-HRTimeline
CWM, LLCin group CWM, LLC195,339$8.63M0.03%+3,40313F-HRTimelineGroup
LPL Financial LLC179,963$7.95M<0.01%+27,55113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC179,227$7.91M<0.01%+18,04213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP169,888$7.5M0.01%-58,58013F-HR/ATimelineGroup
Equita Financial Network, Inc.169,789$7.5M2.98%-12,15113F-HRTimeline
Level Financial Advisors157,087$6.94M2.16%-64413F-HRTimeline
Strategic Blueprint, LLC133,403$5.89M0.29%+10,25513F-HRTimeline
Vestment Financial LLC128,539$5.7M3.61%+9,24413F-HRTimeline
Leading Edge Financial Planning LLC126,027$5.57M1.55%+21,90913F-HRTimeline
Sequoia Financial Advisors, LLC124,584$5.5M0.04%-14513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC122,516$5.41M<0.01%+99,72713F-HRTimelineGroup
Austin Wealth Management, LLC121,431$5.29M0.94%+47,37513F-HRTimeline
QUARRY HILL ADVISORS, LLC116,003$5.12M2.98%+1,86513F-HRTimeline
North Ridge Wealth Advisors, Inc.103,133$4.55M2.8%+30113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC101,653$4.49M1.15%-8,57813F-HRTimeline
OneDigital Investment Advisors LLC98,661$4.36M0.05%-18,49113F-HRTimeline
Chicago Partners Investment Group LLC94,015$4.24M0.12%-9513F-HRTimeline
WMG Financial Advisors, LLC94,357$4.17M1.54%-2,91513F-HRTimeline
LAM GROUP, INC.89,120$3.94M2.63%-16,09513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC88,126$3.89M0.04%+10,39513F-HRTimelineGroup
Beaird Harris Wealth Management, LLC82,555$3.65M0.28%-1,13213F-HRTimeline
Valued Wealth Advisors LLC79,896$3.53M1.84%+3,51813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …72,436$3.2M0.07%-13,58513F-HRTimelineGroup
HTG Investment Advisors, Inc.66,304$2.93M1.09%+5,01613F-HRTimeline
Burk Holdings LLC62,323$2.75M1.72%-1,27713F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…61,996$2.74M1.05%-16,87613F-HRTimeline
MML INVESTORS SERVICES, LLC61,291$2.71M0.01%+7,22613F-HRTimeline
Aprio Wealth Management, LLC60,957$2.69M0.3%-9,38813F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.60,836$2.69M2.52%13F-HR/ATimeline
Parkshore Wealth Management, Inc.58,689$2.59M1.27%-11,41413F-HRTimeline
DBK Financial Counsel, LLC53,318$2.35M2.13%-70213F-HRTimeline
Arcadia Wealth Management, Inc.52,427$2.32M1.58%+1,65513F-HRTimeline
CARDIFF PARK ADVISORS, LLC51,481$2.27M0.2%-6,63213F-HRTimeline
FLOW TRADERS U.S. LLC47,599$2.1M0.08%+15,61513F-HRTimeline
SOL Capital Management CO43,737$1.93M0.19%-2,37013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,341$1.83M<0.01%+2,23113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP40,874$1.8M0.03%+5,52013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV40,066$1.77M<0.01%-75,29813F-HRTimeline
BLVD Private Wealth, LLC39,054$1.72M1.63%13F-HRTimeline
Pacific Life Fund Advisors LLC35,254$1.56M0.17%-35,18813F-HRTimeline
Waypoint Wealth Partners Inc.34,746$1.53M0.37%-36513F-HRTimeline
Sprinkle Financial Consultants LLC32,849$1.45M0.89%-2,74913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,958$1.41M<0.01%-13,79413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,597$1.31M<0.01%013F-HRTimelineGroup
Life Planning Partners, Inc29,186$1.29M1.03%+1,15013F-HRTimeline
Apella Capital, LLC27,757$1.22M0.03%-30913F-HRTimeline
Creative Planningin group Creative Planning27,273$1.2M<0.01%+4813F-HRTimelineGroup
SC&H Financial Advisors, Inc.26,838$1.19M0.2%+1,31013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,668$1.13M<0.01%-3,58413F-HR/ATimelineGroup
Flagstone Financial Management24,437$1.08M0.31%+1,67613F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC23,556$1.04M0.48%+11,47613F-HRTimeline
GeoWealth Management, LLC23,363$1.03M0.04%-60713F-HRTimeline
ENTREWEALTH, LLC23,305$1.03M0.71%+8,57913F-HRTimeline
TCI Wealth Advisors, Inc.22,943$1.01M0.07%new13F-HRTimeline
Werba Rubin Papier Wealth Management22,553$996K0.19%-90113F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC21,759$961K0.2%-1613F-HRTimeline
AE Wealth Management LLC20,450$903K0.01%+9,83613F-HRTimeline
Parkworth Wealth Management, Inc.20,386$900K0.65%+17213F-HRTimeline
Diversified Portfolios, Inc.20,178$891K0.08%+12,94013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC20,090$887K0.02%+1,81813F-HRTimeline
Haven Private, LLC19,743$872K0.39%-3,93313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,653$824K<0.01%+11,82513F-HRTimelineGroup
Financial Engines Advisors L.L.C.16,116$712K<0.01%+2,98913F-HRTimeline
CoreCap Advisors, LLC16,062$709K0.03%+2,84813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.14,672$648K0.22%013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC14,313$632K0.57%-63613F-HRTimeline
Avant Financial Advisors LLC13,363$590K0.49%+69813F-HRTimeline
Mariner, LLCin group Mariner, LLC12,730$562K<0.01%+1,04213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,560$555K<0.01%+8,95413F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.11,501$508K0.24%+1,74813F-HRTimeline
KEB ASSET MANAGEMENT, LLC10,790$476K0.12%+4,31513F-HRTimeline
B&D White Capital Company, LLC10,681$472K0.07%new13F-HRTimeline
Magnolia Private Wealth, LLC9,892$437K0.34%+4,52013F-HRTimeline
Morton Brown Family Wealth, LLC9,769$431K0.13%+37113F-HRTimeline
Good Life Advisors, LLC8,419$372K0.02%+27413F-HRTimeline
BWM Planning, LLC8,367$369K0.13%-4,33013F-HRTimeline
Ariadne Wealth Management, LP8,332$369K0.18%+113F-HRTimeline
GARRISON POINT ADVISORS, LLC7,574$334K0.15%+5513F-HRTimeline
Cypress Point Wealth Management, LLC7,368$325K0.08%+8413F-HRTimeline
Willow Creek Wealth Management Inc.6,890$304K0.03%+14713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,137$271K<0.01%new13F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC5,985$263K0.03%013F-HRTimeline
Bison Wealth, LLC5,913$261K0.02%-41013F-HRTimeline
FMB WEALTH MANAGEMENT5,800$256K0.12%+53313F-HRTimeline
Evanson Asset Management, LLC5,758$254K0.02%+4113F-HRTimeline
Abacus Planning Group, Inc.5,631$249K0.04%+1513F-HR/ATimeline
Avantax Planning Partners, Inc.5,538$245K0.01%new13F-HRTimeline
CURIO WEALTH, LLC5,326$235K0.1%+5,31513F-HRTimeline
Factor Wealth Management LTD4,985$220K0.06%+26213F-HRTimeline
NWAM LLC4,903$217K0.01%-32013F-HR/ATimeline
Tortoise Investment Management, LLC3,925$173K0.02%013F-HRTimeline
Park Square Financial Group, LLC3,474$153K0.11%+2,76413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,870$127K<0.01%-13613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,810$79.4K<0.01%+1,15113F-HRTimelineGroup
Blue Trust, Inc.1,291$57K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,039$45.9K<0.01%013F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.850$37.5K0.01%013F-HRTimeline
Creative Capital Management Investments…565$24.9K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC517$22.8K0.01%-10813F-HRTimeline
PFC CAPITAL GROUP, INC.500$22K0.01%013F-HRTimeline
SJS Investment Consulting Inc.432$19.1K<0.01%-2,06213F-HRTimeline
Farther Finance Advisors, LLC237$10.5K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN216$9.52K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC185$8.17K<0.01%+213F-HRTimeline
REAP Financial Group, LLC155$6.84K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC141$6.21K<0.01%-3013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY138$6.09K<0.01%-113F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.97$4.28K0.01%13F-HRTimeline
HFM Investment Advisors, LLC74$3.27K<0.01%+713F-HRTimeline
Signature Resources Capital Management,…57$2.52K<0.01%-3,73513F-HRTimeline
Larson Financial Group LLC49$2.15K<0.01%-11,35613F-HRTimeline
N.E.W. Advisory Services LLC23$1.02K<0.01%-613F-HRTimeline
HAZLETT, BURT & WATSON, INC.16$1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC16$707<0.01%13F-HRTimeline
IFP Advisors, Inc1$35<0.01%-4,33613F-HRTimeline
Allworth Financial LP0$21<0.01%-413F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.