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Disclosery

AVRE AMERICAN CENTY ETF TR

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REAL ESTATE ETF (fund)

144 managers (146 13F filers) reported a position in AVRE shares at 2025-12-31, 10,973,089 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
144
13F filers
146
New
8
Added
74
Reduced
36
Sold out
6
Shares held by filers
10,973,089

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Financial Plan, Inc.600,852$26.2M3%13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding579,044$25.4M-84,276Timeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC470,145$20.5M0.01%+97,54613F-HRTimelineGroup
Hill Investment Group Partners, LLC442,417$19.3M2.29%-299,04213F-HRTimeline
Quantum Financial Advisors, LLC409,559$17.8M2%+24,56813F-HRTimeline
ShankerValleau Wealth Advisors, Inc.384,059$16.7M4.53%+25,78213F-HRTimeline
Sequoia Financial Advisors, LLC367,012$16M0.09%+129,25813F-HRTimeline
BetterWealth, LLC331,488$14.4M3.29%+14,83913F-HRTimeline
Capstone Financial Advisors, Inc.317,407$13.8M0.74%+13,08613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding316,545$13.8M-650,228Timeline
Allegiance Financial Group Advisory Ser…309,501$13.5M2.83%+24,71413F-HRTimeline
Physician Wealth Solutions Inc.292,005$12.7M5.39%-4,17913F-HRTimeline
Prairiewood Capital, LLC285,537$12.4M3.86%+28,90713F-HRTimeline
Seaside Wealth Management, Inc.265,645$11.6M3.3%+28,87713F-HRTimeline
LPL Financial LLC257,798$11.2M<0.01%+39,89513F-HRTimeline
Three Arch Wealth Management LLC233,487$10.2M1.9%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC230,473$10M<0.01%+20,17313F-HRTimelineGroup
WorthPointe, LLC228,326$9.94M2.61%-5,99613F-HRTimeline
Equita Financial Network, Inc.208,603$9.08M2.74%+20,31813F-HRTimeline
Leading Edge Financial Planning LLC193,932$8.44M1.92%+42,45313F-HRTimeline
Level Financial Advisors173,215$7.54M1.99%+9,14313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP170,079$7.4M0.01%+8,13013F-HR/ATimelineGroup
Vestment Financial LLC152,563$6.71M3.48%+14,05713F-HRTimeline
QUARRY HILL ADVISORS, LLC144,465$6.29M2.92%+14,71413F-HRTimeline
Austin Wealth Management, LLC136,880$6.02M0.89%+6,72513F-HRTimeline
Strategic Blueprint, LLC136,657$5.95M0.35%-2,65013F-HRTimeline
CWM, LLCin group CWM, LLC129,268$5.63M0.02%-53,01013F-HRTimelineGroup
SENTINEL WEALTH MANAGEMENT, INC.119,282$5.19M4.31%+19,38913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC113,430$4.94M0.04%+12,35613F-HRTimelineGroup
Simplicity Wealth,LLC111,741$4.86M0.29%+6,25713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC109,769$4.78M<0.01%-20,29813F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC107,597$4.68M1.07%+4,27813F-HRTimeline
North Ridge Wealth Advisors, Inc.105,039$4.57M2.56%+1,81213F-HRTimeline
LAM GROUP, INC.103,370$4.5M2.58%+2,56013F-HRTimeline
Chicago Partners Investment Group LLC94,388$4.19M0.1%-71113F-HRTimeline
Valued Wealth Advisors LLC93,514$4.07M1.79%+5,13713F-HRTimeline
HTG Investment Advisors, Inc.90,972$3.96M1.22%+15,61313F-HRTimeline
OneDigital Investment Advisors LLC84,852$3.69M0.04%-3,75113F-HRTimeline
WMG Financial Advisors, LLC78,759$3.43M1.41%-4,19913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …77,517$3.37M0.07%+3,87213F-HRTimelineGroup
Beaird Harris Wealth Management, LLC71,891$3.13M0.22%-2,10613F-HRTimeline
MML INVESTORS SERVICES, LLC71,412$3.11M0.01%+9,33013F-HRTimeline
Networth Advisors, LLC65,504$2.85M2.1%13F-HRTimeline
Burk Holdings LLC64,385$2.8M1.34%+1,64413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC61,803$2.69M0.05%+37,49813F-HR/ATimeline
Aprio Wealth Management, LLC61,257$2.67M0.15%-26313F-HRTimeline
Arcadia Wealth Management, Inc.60,082$2.62M1.5%+5,55513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…56,090$2.44M0.87%-6,12613F-HRTimeline
DBK Financial Counsel, LLC52,381$2.28M1.75%-1,03713F-HRTimeline
CARDIFF PARK ADVISORS, LLC51,204$2.23M0.18%-21413F-HRTimeline
marrick wealth, LLC50,686$2.21M1.81%13F-HRTimeline
Beacon Pointe Advisors, LLC45,588$1.98M0.01%-53413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC45,124$1.96M<0.01%+2,38813F-HRTimeline
BLVD Private Wealth, LLC42,448$1.85M1.61%-59813F-HRTimeline
AE Wealth Management LLC40,119$1.75M0.01%+11,66313F-HRTimeline
Sprinkle Financial Consultants LLC38,269$1.67M0.85%+2,56913F-HRTimeline
SOL Capital Management CO36,647$1.59M0.14%-3,74513F-HRTimeline
PCG Wealth Advisors, LLC35,991$1.57M0.44%+2,23613F-HRTimeline
Life Planning Partners, Inc35,433$1.54M1.18%+3,79313F-HRTimeline
Pacific Life Fund Advisors LLC35,130$1.53M0.16%-48413F-HRTimeline
B&D White Capital Company, LLC35,117$1.53M0.18%+18,54313F-HRTimeline
ENTREWEALTH, LLC32,930$1.5M0.67%+3,91113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,766$1.47M<0.01%+33113F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP31,263$1.36M0.02%-4,65713F-HRTimelineGroup
SC&H Financial Advisors, Inc.29,338$1.28M0.2%+62213F-HRTimeline
Apella Capital, LLC28,162$1.23M0.02%+52513F-HRTimeline
Flagstone Financial Management28,087$1.22M0.31%+1,45013F-HRTimeline
Creative Planningin group Creative Planning27,395$1.19M<0.01%-9613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV27,229$1.19M<0.01%-6,70113F-HRTimeline
Parkshore Wealth Management, Inc.27,220$1.18M0.44%-11,36313F-HRTimeline
Empire Financial Management Company, LLC26,047$1.13M0.25%new13F-HRTimeline
GeoWealth Management, LLC26,038$1.13M0.04%+2,49613F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.24,774$1.09M0.16%+10,10213F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC24,297$1.06M0.43%+60313F-HRTimeline
CoreCap Advisors, LLC23,976$1.04M0.04%+5,10813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,338$1.02M<0.01%-54,85413F-HRTimelineGroup
Haven Private, LLC22,165$965K0.42%+89913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,164$965K0.01%+1,27713F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC22,140$964K0.19%+24013F-HRTimeline
MB Generational Wealth, LLC20,740$903K0.48%-6813F-HRTimeline
TCI Wealth Advisors, Inc.19,422$845K0.05%+413F-HRTimeline
SeedSafe Financial LLC17,944$781K0.69%13F-HRTimeline
Diversified Portfolios, Inc.16,428$715K0.06%-3,05013F-HRTimeline
Cogent Private Wealth, Inc.16,057$699K0.53%13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…15,725$685K0.04%+2,77313F-HRTimelineGroup
Avant Financial Advisors LLC15,636$681K0.49%+59213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,973$652K<0.01%+40313F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.14,497$631K<0.01%-1,59013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC14,313$623K0.49%013F-HRTimeline
Mariner, LLCin group Mariner, LLC13,742$598K<0.01%+23913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,345$581K<0.01%-12,04813F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.12,383$539K0.15%+1,04813F-HRTimeline
Quantinno Capital Management LP11,697$509K<0.01%+1,76913F-HRTimeline
KEB ASSET MANAGEMENT, LLC11,319$493K0.1%+52913F-HRTimeline
Ariadne Wealth Management, LP9,433$440K0.18%+1,10113F-HRTimeline
Morton Brown Family Wealth, LLC9,756$425K0.12%-4913F-HRTimeline
Edge Financial Advisors LLC9,191$400K0.17%new13F-HRTimeline
BWM Planning, LLC8,367$364K0.1%013F-HRTimeline
GARRISON POINT ADVISORS, LLC7,942$346K0.15%+27813F-HRTimeline
Invariant Investment Management7,472$329K0.21%13F-HRTimeline
FMB WEALTH MANAGEMENT7,202$314K0.12%+1,40213F-HRTimeline
Magnolia Private Wealth, LLC6,571$286K0.2%-4,38113F-HRTimeline
Ares Financial Consulting, LLC6,385$278K0.26%13F-HRTimeline
Avantax Planning Partners, Inc.6,235$271K0.01%+1,03813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,209$270K<0.01%new13F-HRTimelineGroup
Factor Wealth Management LTD6,161$268K0.06%+14613F-HRTimeline
Global Trust Wealth Management LLC6,080$265K0.2%13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC5,985$262K0.02%013F-HRTimeline
CURIO WEALTH, LLC5,903$258K0.09%+35313F-HRTimeline
Evanson Asset Management, LLC5,875$256K0.01%+5013F-HRTimeline
Abacus Planning Group, Inc.5,727$249K0.03%+6813F-HRTimeline
NWAM LLC5,385$234K0.01%+38213F-HRTimeline
Wheels Up Wealth, Inc.4,937$215K0.2%13F-HRTimeline
Torren Management, LLC4,186$182K0.09%13F-HRTimeline
Lloyd Advisory Services, LLC.2,091$91K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC2,013$87.6K<0.01%+1,77613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,872$81.5K<0.01%+2913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,366$59.5K<0.01%+89513F-HRTimelineGroup
Blue Trust, Inc.1,291$56.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,258$54.8K<0.01%+60213F-HR/ATimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.859$37.4K0.01%013F-HRTimeline
Creative Capital Management Investments…565$24.6K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC527$22.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC491$21.4K<0.01%new13F-HRTimeline
RHL GROUP, LLC485$21.1K0.02%13F-HRTimeline
PFC CAPITAL GROUP, INC.500$21K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN451$19.6K<0.01%+17913F-HRTimelineGroup
SJS Investment Consulting Inc.432$18.8K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA362$16K<0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.319$13.9K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.278$12.1K0.01%+22613F-HRTimeline
REAP Financial Group, LLC208$9.05K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC141$6.14K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC66$2.87K<0.01%-313F-HRTimeline
Aptus Capital Advisors, LLC48$2.09K<0.01%-14013F-HRTimeline
Larson Financial Group LLC45$1.97K<0.01%-413F-HRTimeline
Strategic Wealth Partners, Ltd.31$1.35K<0.01%-1,94213F-HRTimeline
N.E.W. Advisory Services LLC23$1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.17$1K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.22$958<0.01%013F-HRTimeline
Global Retirement Partners, LLC16$696<0.01%013F-HRTimeline
Signature Resources Capital Management,…6$261<0.01%013F-HRTimeline
SIGNATUREFD, LLC1$43<0.01%new13F-HRTimeline
Allworth Financial LP0$21<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.