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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 2025-09-30, 10,654,241 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
132
13F filers
134
New
9
Added
79
Reduced
26
Sold out
7
Shares held by filers
10,654,241

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Focus Partners Wealthgroup of 2 filers holding966,773$43M+337,199Timeline
Hill Investment Group Partners, LLC741,459$33M4.02%+4,47313F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding663,320$29.3M+189,698Timeline
Quantum Financial Advisors, LLC384,991$17.1M2.09%+22,19213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC372,599$16.6M0.01%+24,82013F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.358,277$15.9M4.09%+20,49613F-HRTimeline
BetterWealth, LLC316,649$14.1M3.35%+2,60913F-HRTimeline
Capstone Financial Advisors, Inc.304,321$13.5M0.73%-1,22413F-HRTimeline
Physician Wealth Solutions Inc.296,184$13.2M5.75%-1,75913F-HRTimeline
Allegiance Financial Group Advisory Ser…284,787$12.7M2.91%+35,04013F-HRTimeline
Prairiewood Capital, LLC256,630$11.4M3.78%+22,16513F-HRTimeline
Sequoia Financial Advisors, LLC237,754$10.6M0.06%+113,17013F-HRTimeline
Seaside Wealth Management, Inc.236,768$10.5M3.13%+6,94513F-HRTimeline
WorthPointe, LLC234,322$10.4M3.91%-12413F-HRTimeline
LexAurum Advisors, LLC221,538$9.85M1.4%+21,90913F-HRTimeline
LPL Financial LLC217,903$9.69M<0.01%+37,94013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC210,300$9.35M<0.01%+31,07313F-HRTimelineGroup
Equita Financial Network, Inc.188,285$8.37M2.83%+18,49613F-HRTimeline
CWM, LLCin group CWM, LLC182,278$8.11M0.02%-13,06113F-HRTimelineGroup
Level Financial Advisors164,072$7.3M2.06%+6,98513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP161,949$7.2M0.01%-7,93913F-HRTimelineGroup
Leading Edge Financial Planning LLC151,479$6.74M1.69%+25,45213F-HRTimeline
Strategic Blueprint, LLC139,307$6.2M0.27%+5,90413F-HRTimeline
Vestment Financial LLC138,506$6.15M3.51%+9,96713F-HRTimeline
Austin Wealth Management, LLC130,155$5.87M0.92%+8,72413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC130,067$5.79M<0.01%+7,55113F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC129,751$5.77M2.96%+13,74813F-HRTimeline
Simplicity Wealth,LLC105,484$4.69M0.27%-102,09213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC103,319$4.6M1.1%+1,66613F-HRTimeline
North Ridge Wealth Advisors, Inc.103,227$4.59M2.63%+9413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC101,074$4.5M0.04%+12,94813F-HRTimelineGroup
LAM GROUP, INC.100,810$4.48M2.78%+11,69013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.99,893$4.44M3.86%+39,05713F-HRTimeline
Chicago Partners Investment Group LLC95,099$4.25M0.11%+1,08413F-HRTimeline
OneDigital Investment Advisors LLC88,603$3.94M0.04%-10,05813F-HRTimeline
Valued Wealth Advisors LLC88,377$3.93M1.82%+8,48113F-HRTimeline
WMG Financial Advisors, LLC82,958$3.69M1.23%-11,39913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,192$3.48M<0.01%+46,23413F-HRTimelineGroup
HTG Investment Advisors, Inc.75,359$3.35M1.13%+9,05513F-HRTimeline
Beaird Harris Wealth Management, LLC73,997$3.29M0.23%-8,55813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …73,645$3.28M0.07%+1,20913F-HRTimelineGroup
Burk Holdings LLC62,741$2.79M1.49%+41813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…62,216$2.77M0.97%+22013F-HRTimeline
MML INVESTORS SERVICES, LLC62,082$2.76M0.01%+79113F-HRTimeline
Aprio Wealth Management, LLC61,520$2.74M0.27%+56313F-HRTimeline
Arcadia Wealth Management, Inc.54,527$2.43M1.47%+2,10013F-HRTimeline
DBK Financial Counsel, LLC53,418$2.38M2%+10013F-HRTimeline
CARDIFF PARK ADVISORS, LLC51,418$2.29M0.18%-6313F-HRTimeline
Beacon Pointe Advisors, LLC46,122$2.05M0.02%new13F-HRTimeline
BLVD Private Wealth, LLC43,046$1.91M1.64%+3,99213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,736$1.9M<0.01%+1,39513F-HRTimeline
SOL Capital Management CO40,392$1.8M0.16%-3,34513F-HRTimeline
Parkshore Wealth Management, Inc.38,583$1.72M0.7%-20,10613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP35,920$1.6M0.02%-4,95413F-HRTimelineGroup
Sprinkle Financial Consultants LLC35,700$1.59M0.89%+2,85113F-HRTimeline
Pacific Life Fund Advisors LLC35,614$1.58M0.16%+36013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV33,930$1.51M<0.01%-6,13613F-HRTimeline
PCG Wealth Advisors, LLC33,755$1.5M0.44%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,435$1.49M<0.01%+3,83813F-HRTimelineGroup
Life Planning Partners, Inc31,640$1.41M1.03%+2,45413F-HRTimeline
ENTREWEALTH, LLC29,019$1.29M0.66%+5,71413F-HRTimeline
SC&H Financial Advisors, Inc.28,716$1.28M0.21%+1,87813F-HRTimeline
AE Wealth Management LLC28,456$1.27M0.01%+8,00613F-HRTimeline
Apella Capital, LLC27,637$1.23M0.03%-12013F-HRTimeline
Creative Planningin group Creative Planning27,491$1.22M<0.01%+21813F-HRTimelineGroup
Flagstone Financial Management26,637$1.18M0.31%+2,20013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,393$1.14M<0.01%-27513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC24,305$1.08M0.02%+4,21513F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC23,694$1.05M0.45%+13813F-HRTimeline
Werba Rubin Papier Wealth Management23,685$1.05M0.17%+1,13213F-HRTimeline
GeoWealth Management, LLC23,542$1.05M0.04%+17913F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC21,900$974K0.19%+14113F-HRTimeline
Haven Private, LLC21,266$946K0.42%+1,52313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,887$929K0.01%new13F-HR/ATimelineGroup
MB Generational Wealth, LLC20,808$926K0.59%13F-HRTimeline
Diversified Portfolios, Inc.19,478$866K0.08%-70013F-HRTimeline
TCI Wealth Advisors, Inc.19,418$864K0.05%-3,52513F-HRTimeline
CoreCap Advisors, LLC18,868$839K0.03%+2,80613F-HRTimeline
B&D White Capital Company, LLC16,574$737K0.09%+5,89313F-HRTimeline
Financial Engines Advisors L.L.C.16,087$716K<0.01%-2913F-HRTimeline
Avant Financial Advisors LLC15,044$669K0.5%+1,68113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.14,672$653K0.21%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,570$648K<0.01%+2,01013F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC14,313$637K0.54%013F-HRTimeline
Mariner, LLCin group Mariner, LLC13,503$601K<0.01%+77313F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…12,952$576K0.04%new13F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.11,335$504K0.16%-16613F-HRTimeline
Magnolia Private Wealth, LLC10,952$487K0.36%+1,06013F-HRTimeline
KEB ASSET MANAGEMENT, LLC10,790$480K0.11%013F-HRTimeline
Quantinno Capital Management LP9,928$442K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC9,805$436K0.13%+3613F-HRTimeline
BWM Planning, LLC8,367$372K0.11%013F-HRTimeline
Ariadne Wealth Management, LP8,332$366K0.16%013F-HRTimeline
GARRISON POINT ADVISORS, LLC7,664$341K0.14%+9013F-HRTimeline
Willow Creek Wealth Management Inc.7,345$327K0.03%+45513F-HRTimeline
Factor Wealth Management LTD6,015$268K0.07%+1,03013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC5,985$263K0.03%013F-HRTimeline
Evanson Asset Management, LLC5,825$259K0.01%+6713F-HRTimeline
FMB WEALTH MANAGEMENT5,800$258K0.11%013F-HRTimeline
Abacus Planning Group, Inc.5,659$252K0.03%+2813F-HRTimeline
CURIO WEALTH, LLC5,550$247K0.1%+22413F-HRTimeline
Cypress Point Wealth Management, LLC5,240$233K0.05%-2,12813F-HRTimeline
Avantax Planning Partners, Inc.5,197$231K0.01%-34113F-HRTimeline
NWAM LLC5,003$223K0.01%+10013F-HR/ATimeline
Tortoise Investment Management, LLC4,825$215K0.02%+90013F-HRTimeline
W.H. Cornerstone Investments Inc.4,518$201K0.12%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,973$87.8K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,843$81.5K<0.01%+3313F-HRTimelineGroup
Blue Trust, Inc.1,291$57.4K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,039$46.2K<0.01%013F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.859$38.2K0.01%+913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY656$29.2K<0.01%+51813F-HR/ATimelineGroup
Creative Capital Management Investments…565$25.1K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC527$23.4K0.01%+1013F-HRTimeline
PFC CAPITAL GROUP, INC.500$22K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/480$21.4K<0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO471$20.9K<0.01%-2,39913F-HR/ATimelineGroup
SJS Investment Consulting Inc.432$19.2K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN272$12.1K<0.01%+5613F-HRTimelineGroup
Farther Finance Advisors, LLC237$10.5K<0.01%013F-HRTimeline
REAP Financial Group, LLC208$9.25K<0.01%+5313F-HRTimeline
Aptus Capital Advisors, LLC188$8.36K<0.01%+313F-HRTimeline
Dogwood Wealth Management LLC141$6.27K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC69$3.07K<0.01%-513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.52$2.31K<0.01%-4513F-HR/ATimeline
Larson Financial Group LLC49$2.17K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC23$1.02K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.16$1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.22$979<0.01%new13F-HRTimeline
Global Retirement Partners, LLC16$712<0.01%013F-HRTimeline
Signature Resources Capital Management,…6$267<0.01%-5113F-HRTimeline
Allworth Financial LP0$21<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.