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Disclosery

AVRE AMERICAN CENTY ETF TR

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REAL ESTATE ETF (fund)

148 managers (149 13F filers) reported a position in AVRE shares at 2026-03-31, 13,551,350 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
148
13F filers
149
New
14
Added
69
Reduced
46
Sold out
10
Shares held by filers
13,551,350

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,237,572$54.5M0.35%new13F-HR/ATimeline
Sequoia Financial Advisors, LLC987,667$43.5M0.24%+620,65513F-HRTimeline
Financial Plan, Inc.712,325$31.4M3.36%+111,47313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC608,098$26.8M0.01%+137,95313F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC597,583$26.4M0.97%+407,33613F-HRTimelineGroup
Quantum Financial Advisors, LLC424,242$18.7M2.1%+14,68313F-HRTimeline
Hill Investment Group Partners, LLC389,403$17.1M1.89%-53,01413F-HRTimeline
ShankerValleau Wealth Advisors, Inc.373,644$16.4M4.64%-10,41513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding362,873$16M+46,328Timeline
BetterWealth, LLC339,282$14.9M2.93%+7,79413F-HRTimeline
Allegiance Financial Group Advisory Ser…337,833$14.9M2.96%+28,33213F-HRTimeline
Capstone Financial Advisors, Inc.316,505$13.9M0.75%-90213F-HRTimeline
Prairiewood Capital, LLC308,563$13.6M3.93%+23,02613F-HRTimeline
LPL Financial LLC301,299$13.3M<0.01%+43,50113F-HRTimeline
Physician Wealth Solutions Inc.289,024$12.7M5.27%-2,98113F-HRTimeline
LexAurum Advisors, LLC286,640$12.6M1.64%13F-HRTimeline
Seaside Wealth Management, Inc.273,411$12M3.39%+7,76613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC249,016$11M<0.01%+18,54313F-HRTimelineGroup
Three Arch Wealth Management LLC243,572$10.7M1.93%+10,08513F-HRTimeline
Leading Edge Financial Planning LLC225,870$9.94M2.09%+31,93813F-HRTimeline
Equita Financial Network, Inc.207,355$9.13M2.87%-1,24813F-HRTimeline
WorthPointe, LLC195,180$8.59M2.34%-33,14613F-HRTimeline
QUARRY HILL ADVISORS, LLC159,262$7.64M3.14%+14,79713F-HRTimeline
Level Financial Advisors173,245$7.63M1.95%+3013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP170,480$7.5M0.01%+40113F-HRTimelineGroup
Vestment Financial LLC154,811$7.43M3.5%+2,24813F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.135,448$5.96M4.77%+16,16613F-HRTimeline
LAM GROUP, INC.132,335$5.83M3.2%+28,96513F-HRTimeline
Strategic Blueprint, LLC131,987$5.81M0.34%-4,67013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC125,962$5.54M0.04%+12,53213F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC119,334$5.25M1.18%+11,73713F-HRTimeline
Simplicity Wealth,LLC111,705$4.92M0.28%-3613F-HRTimeline
Chicago Partners Investment Group LLC101,011$4.74M0.11%+6,62313F-HRTimeline
Austin Wealth Management, LLC103,926$4.66M1.06%-32,95413F-HRTimeline
North Ridge Wealth Advisors, Inc.102,837$4.53M2.55%-2,20213F-HRTimeline
HTG Investment Advisors, Inc.99,734$4.39M1.25%+8,76213F-HRTimeline
Valued Wealth Advisors LLC94,206$4.15M1.68%+69213F-HRTimeline
OneDigital Investment Advisors LLC88,021$3.87M0.04%+3,16913F-HRTimeline
CWM, LLCin group CWM, LLC83,035$3.66M0.01%-46,23313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …78,592$3.46M0.07%+1,07513F-HRTimelineGroup
Beaird Harris Wealth Management, LLC69,449$3.06M0.21%-2,44213F-HRTimeline
Burk Holdings LLC69,166$3.04M1.31%+4,78113F-HRTimeline
Networth Advisors, LLC68,573$3.02M2.13%+3,06913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC64,211$2.83M<0.01%new13F-HRTimelineGroup
Arcadia Wealth Management, Inc.63,788$2.81M1.52%+3,70613F-HRTimeline
MML INVESTORS SERVICES, LLC63,472$2.79M0.01%-7,94013F-HRTimeline
Aprio Wealth Management, LLC60,530$2.66M0.15%-72713F-HRTimeline
WMG Financial Advisors, LLC56,837$2.5M1.04%-21,92213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…55,498$2.44M0.83%-59213F-HRTimeline
Sprinkle Financial Consultants LLC53,546$2.36M1.09%+15,27713F-HRTimeline
marrick wealth, LLC52,739$2.32M1.95%+2,05313F-HRTimeline
DBK Financial Counsel, LLC52,542$2.31M1.75%+16113F-HRTimeline
CARDIFF PARK ADVISORS, LLC49,634$2.18M0.17%-1,57013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,372$2.09M<0.01%+2,24813F-HRTimeline
AE Wealth Management LLC44,300$1.95M0.01%+4,18113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43,852$1.89M<0.01%+42,48613F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC42,600$1.88M0.01%-2,98813F-HRTimeline
BLVD Private Wealth, LLC41,801$1.84M1.6%-64713F-HRTimeline
B&D White Capital Company, LLC40,331$1.78M0.22%+5,21413F-HRTimeline
Life Planning Partners, Inc39,425$1.74M1.32%+3,99213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC37,008$1.63M<0.01%+3,24213F-HRTimelineGroup
PCG Wealth Advisors, LLC34,561$1.52M0.38%-1,43013F-HRTimeline
ENTREWEALTH, LLC33,651$1.48M0.66%+72113F-HRTimeline
Pacific Life Fund Advisors LLC33,455$1.47M0.17%-1,67513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP32,899$1.45M0.02%+1,63613F-HRTimelineGroup
Rockwood Wealth Management, LLC32,111$1.41M0.1%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,016$1.37M<0.01%new13F-HRTimelineGroup
Apella Capital, LLC28,189$1.35M0.02%+2713F-HRTimeline
Werba Rubin Papier Wealth Management30,342$1.34M0.19%new13F-HRTimeline
Flagstone Financial Management28,812$1.27M0.31%+72513F-HRTimeline
TCI Wealth Advisors, Inc.28,478$1.25M0.07%+9,05613F-HRTimeline
GeoWealth Management, LLC28,082$1.24M0.04%+2,04413F-HRTimeline
Creative Planningin group Creative Planning27,629$1.22M<0.01%+23413F-HRTimelineGroup
Haven Private, LLC27,474$1.21M0.53%+5,30913F-HRTimeline
Empire Financial Management Company, LLC27,112$1.19M0.27%+1,06513F-HRTimeline
SC&H Financial Advisors, Inc.26,993$1.19M0.18%-2,34513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,960$1.19M<0.01%-26913F-HRTimeline
CoreCap Advisors, LLC24,991$1.1M0.04%+1,01513F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC22,156$975K0.17%+1613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,064$971K<0.01%-10013F-HRTimelineGroup
Farther Finance Advisors, LLC21,815$967K0.01%+19,80213F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC21,389$942K0.37%-2,90813F-HRTimeline
Cogent Private Wealth, Inc.18,526$816K0.59%+2,46913F-HRTimeline
Sanchez Levi Garrett18,264$804K0.5%13F-HRTimeline
SeedSafe Financial LLC17,944$790K0.65%013F-HRTimeline
Avant Financial Advisors LLC17,082$752K0.53%+1,44613F-HRTimeline
MB Generational Wealth, LLC16,419$723K0.4%-4,32113F-HRTimeline
Parkshore Wealth Management, Inc.15,864$698K0.23%-11,35613F-HRTimeline
Quantinno Capital Management LP15,254$671K<0.01%+3,55713F-HRTimeline
POINCIANA ADVISORS GROUP, LLC15,144$667K0.53%+83113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,082$664K<0.01%+10913F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…14,799$651K0.04%-92613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC14,590$642K<0.01%+84813F-HRTimelineGroup
Financial Engines Advisors L.L.C.14,497$638K<0.01%013F-HRTimeline
Diversified Portfolios, Inc.14,259$628K0.05%-2,16913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,002$572K<0.01%+6,79313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,571$553K<0.01%-77413F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.12,387$545K0.15%-12,38713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.12,220$538K0.15%-16313F-HRTimeline
KEB ASSET MANAGEMENT, LLC11,319$498K0.1%013F-HRTimeline
Morton Brown Family Wealth, LLC9,676$426K0.11%-8013F-HRTimeline
Ariadne Wealth Management, LP9,433$415K0.19%013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC9,326$411K0.25%new13F-HRTimeline
Tortoise Investment Management, LLC8,410$370K0.03%new13F-HRTimeline
BWM Planning, LLC8,367$368K0.1%013F-HRTimeline
GARRISON POINT ADVISORS, LLC7,947$350K0.16%+513F-HRTimeline
FMB WEALTH MANAGEMENT7,581$334K0.14%+37913F-HRTimeline
GTS SECURITIES LLC6,858$302K0.01%new13F-HRTimeline
Avantax Planning Partners, Inc.6,499$286K0.01%+26413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC5,985$278K0.02%013F-HRTimeline
Ares Financial Consulting, LLC6,022$267K0.21%-36313F-HRTimeline
Global Trust Wealth Management LLC6,021$265K0.2%-5913F-HRTimeline
CURIO WEALTH, LLC5,903$260K0.09%013F-HRTimeline
Evanson Asset Management, LLC5,879$259K0.01%+413F-HRTimeline
Abacus Planning Group, Inc.5,740$253K0.03%+1313F-HRTimeline
Merit Financial Group, LLC5,676$250K<0.01%new13F-HRTimeline
NWAM LLC5,452$240K0.01%+6713F-HRTimeline
Factor Wealth Management LTD4,644$204K0.04%-1,51713F-HRTimeline
Torren Management, LLC4,509$198K0.1%+32313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,729$74.6K<0.01%-14313F-HRTimelineGroup
Root Financial Partners, LLC1,387$61K<0.01%new13F-HRTimeline
RHL GROUP, LLC1,355$59.6K0.05%+87013F-HRTimeline
Blue Trust, Inc.1,291$56.8K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.855$37.6K0.01%-413F-HRTimeline
ALBION FINANCIAL GROUP /UT830$36.5K<0.01%new13F-HRTimeline
Creative Capital Management Investments…565$24.9K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC527$23.2K<0.01%013F-HRTimeline
PFC CAPITAL GROUP, INC.500$22K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG495$21.8K<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.432$19K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.320$14.1K<0.01%-1,77113F-HRTimeline
Kingdom Financial Group LLC.320$14.1K<0.01%+113F-HRTimeline
Synergy Investment Management, LLC290$12.8K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.278$12.2K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.251$11K<0.01%+22913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY244$10.7K<0.01%-1,01413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN216$9.49K<0.01%-23513F-HR/ATimelineGroup
REAP Financial Group, LLC208$9.16K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC124$5.46K<0.01%-1713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…122$5.37K<0.01%new13F-HRTimelineGroup
HFM Investment Advisors, LLC39$1.72K<0.01%-2713F-HRTimeline
Strategic Wealth Partners, Ltd.34$1.5K<0.01%+313F-HRTimeline
N.E.W. Advisory Services LLC23$1.01K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.13$1K<0.01%-413F-HRTimeline
Signature Resources Capital Management,…6$264<0.01%013F-HRTimeline
Larson Financial Group LLC3$143<0.01%-4213F-HRTimeline
SIGNATUREFD, LLC1$44<0.01%013F-HRTimeline
Allworth Financial LP0$21<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.