AVANTIS REAL ESTATE ETF AVRE
$48.02
+1.2% 52w: $41.97 – $48.42
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data41.9745.2048.42
Jun 20, 2025 Jul 2, 2026
Institutional holders
148
+3 QoQ
13F value
$597.6M
+23.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVRE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Empowered Funds, LLC | Diversified mechanical | 1.2M | $54.5M | 0.3% | New |
| Sequoia Financial Advisors, LLC | Wealth advisor | 987.7K | $43.5M | 0.2% | +169.1% |
| Financial Plan, Inc. | Wealth advisor | 712.3K | $31.4M | 3.4% | +18.6% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 608.1K | $26.8M | 0.0% | +29.3% |
| NICOLET BANKSHARES INC | Wealth advisor | 597.6K | $26.4M | 1.0% | +214.1% |
| Quantum Financial Advisors, LLC | Wealth advisor | 424.2K | $18.7M | 2.1% | +3.6% |
| Hill Investment Group Partners, LLC | Wealth advisor | 389.4K | $17.1M | 1.9% | -12.0% |
| ShankerValleau Wealth Advisors, Inc. | Wealth advisor | 373.6K | $16.4M | 4.6% | -2.7% |
| BetterWealth, LLC | Wealth advisor | 339.3K | $14.9M | 2.9% | +2.4% |
| Allegiance Financial Group Advisory Services LLC | Wealth advisor | 337.8K | $14.9M | 3.0% | +9.2% |
| Capstone Financial Advisors, Inc. | Wealth advisor | 316.5K | $13.9M | 0.8% | -0.3% |
| Prairiewood Capital, LLC | Wealth advisor | 308.6K | $13.6M | 3.9% | +8.1% |
| LPL Financial LLC | Bank broker | 301.3K | $13.3M | 0.0% | +16.9% |
| Physician Wealth Solutions Inc. | Wealth advisor | 289.0K | $12.7M | 5.3% | -1.0% |
| LexAurum Advisors, LLC | Wealth advisor | 286.6K | $12.6M | 1.6% | — |
| Focus Partners Wealth | Wealth advisor | 279.5K | $12.3M | 0.0% | 0.0% |
| Seaside Wealth Management, Inc. | Wealth advisor | 273.4K | $12.0M | 3.4% | +2.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 249.0K | $11.0M | 0.0% | +8.0% |
| Three Arch Wealth Management LLC | Wealth advisor | 243.6K | $10.7M | 1.9% | +4.3% |
| Leading Edge Financial Planning LLC | Wealth advisor | 225.9K | $9.9M | 2.1% | +16.5% |
| Equita Financial Network, Inc. | Wealth advisor | 207.4K | $9.1M | 2.9% | -0.6% |
| WorthPointe, LLC | Wealth advisor | 195.2K | $8.6M | 2.3% | -14.5% |
| QUARRY HILL ADVISORS, LLC | Wealth advisor | 159.3K | $7.6M | 3.1% | +10.2% |
| Level Financial Advisors | Wealth advisor | 173.2K | $7.6M | 1.9% | 0.0% |
| Corient Private Wealth LLC | Diversified mechanical | 170.5K | $7.5M | 0.0% | -49.9% |
| Vestment Financial LLC | Wealth advisor | 154.8K | $7.4M | 3.5% | +1.5% |
| SENTINEL WEALTH MANAGEMENT, INC. | Wealth advisor | 135.4K | $6.0M | 4.8% | +13.6% |
| LAM GROUP, INC. | Wealth advisor | 132.3K | $5.8M | 3.2% | +28.0% |
| Strategic Blueprint, LLC | Wealth advisor | 132.0K | $5.8M | 0.3% | -3.4% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 126.0K | $5.5M | 0.0% | +11.0% |
| COLLECTIVE FAMILY OFFICE LLC | Wealth advisor | 119.3K | $5.3M | 1.2% | +10.9% |
| Simplicity Wealth,LLC | Wealth advisor | 111.7K | $4.9M | 0.3% | 0.0% |
| Chicago Partners Investment Group LLC | Wealth advisor | 101.0K | $4.7M | 0.1% | +7.0% |
| Austin Wealth Management, LLC | Wealth advisor | 103.9K | $4.7M | 1.1% | -24.1% |
| North Ridge Wealth Advisors, Inc. | Wealth advisor | 102.8K | $4.5M | 2.5% | -2.1% |
| HTG Investment Advisors, Inc. | Wealth advisor | 99.7K | $4.4M | 1.3% | +9.6% |
| Valued Wealth Advisors LLC | Wealth advisor | 94.2K | $4.1M | 1.7% | +0.7% |
| OneDigital Investment Advisors LLC | Wealth advisor | 88.0K | $3.9M | 0.0% | +3.7% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 83.3K | $3.7M | 0.0% | +125.2% |
| CWM, LLC | Wealth advisor | 83.0K | $3.7M | 0.0% | -35.8% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 78.6K | $3.5M | 0.1% | +1.4% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 69.4K | $3.1M | 0.2% | -3.4% |
| Burk Holdings LLC | Wealth advisor | 69.2K | $3.0M | 1.3% | +7.4% |
| Networth Advisors, LLC | Wealth advisor | 68.6K | $3.0M | 2.1% | +4.7% |
| Cerity Partners LLC | Diversified mechanical | 64.2K | $2.8M | 0.0% | New |
| Arcadia Wealth Management, Inc. | Wealth advisor | 63.8K | $2.8M | 1.5% | +6.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 63.5K | $2.8M | 0.0% | -11.1% |
| Aprio Wealth Management, LLC | Wealth advisor | 60.5K | $2.7M | 0.1% | -1.2% |
| WMG Financial Advisors, LLC | Wealth advisor | 56.8K | $2.5M | 1.0% | -27.8% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | Wealth advisor | 55.5K | $2.4M | 0.8% | -1.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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