AVRE

Avantis Real Estate ETF
$45.29-0.42 (-0.92%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.1497376008524701e+277B

Total Value

$5.000026155200002e+208T

% of Float

Price History

$38.75$41.13$43.52$45.90$48.28Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Empowered Funds, LLC1,149,737$50.0M0.40%Share
2Financial Plan, Inc.600,852$26.2M3.00%Share
3AMERICAN CENTURY COMPANIES INC470,145$20.0M0.01%Share
4Hill Investment Group Partners, LLC442,417$19.3M2.29%Share
5Quantum Financial Advisors, LLC409,559$17.8M2.00%Share
6NICOLET ADVISORY SERVICES, LLC388,797$17.0M1.15%Share
7ShankerValleau Wealth Advisors, Inc.384,059$16.7M4.53%Share
8Sequoia Financial Advisors, LLC367,012$16.0M0.09%Share
9BetterWealth, LLC331,488$14.4M3.29%Share
10Capstone Financial Advisors, Inc.317,407$13.8M0.74%Share
11Allegiance Financial Group Advisory Services LLC309,501$13.5M2.83%Share
12Physician Wealth Solutions Inc.292,005$12.7M5.39%Share
13Prairiewood Capital, LLC285,537$12.4M3.86%Share
14Focus Partners Wealth279,529$12.0M0.01%Share
15Seaside Wealth Management, Inc.265,645$11.6M3.30%Share
16LPL Financial LLC257,798$11.0M0.00%Share
17Three Arch Wealth Management LLC233,487$10.2M1.90%Share
18ENVESTNET ASSET MANAGEMENT INC230,473$10.0M0.00%Share
19WorthPointe, LLC228,326$9.9M2.61%Share
20Equita Financial Network, Inc.208,603$9.1M2.74%Share
21Leading Edge Financial Planning LLC193,932$8.4M1.92%Share
22NICOLET BANKSHARES INC190,060$8.3M1.33%Share
23Level Financial Advisors173,215$7.5M1.99%Share
24Vestment Financial LLC152,563$6.7M3.48%Share
25QUARRY HILL ADVISORS, LLC144,465$6.3M2.92%Share
26Austin Wealth Management, LLC136,880$6.0M0.89%Share
27Strategic Blueprint, LLC136,657$5.9M0.35%Share
28Corient Private Wealth LLC134,606$5.9M0.01%Share
29CWM, LLC129,268$5.6M0.02%Share
30SENTINEL WEALTH MANAGEMENT, INC.119,282$5.2M4.31%Share
31PARK AVENUE SECURITIES LLC113,430$4.9M0.04%Share
32Simplicity Wealth,LLC111,741$4.9M0.29%Share
33COLLECTIVE FAMILY OFFICE LLC107,597$4.7M1.07%Share
34North Ridge Wealth Advisors, Inc.105,039$4.6M2.56%Share
35LAM GROUP, INC.103,370$4.5M2.57%Share
36AXXCESS WEALTH MANAGEMENT, LLC97,710$4.3M0.02%Share
37Chicago Partners Investment Group LLC94,388$4.2M0.10%Share
38Valued Wealth Advisors LLC93,514$4.1M1.79%Share
39CITADEL ADVISORS LLC109,769$4.0M0.00%Share
40HTG Investment Advisors, Inc.90,972$4.0M1.22%Share
41WMG Financial Advisors, LLC78,759$3.4M1.41%Share
42Wealthcare Advisory Partners LLC77,517$3.4M0.07%Share
43Beaird Harris Wealth Management, LLC71,891$3.1M0.22%Share
44MML INVESTORS SERVICES, LLC71,412$3.0M0.01%Share
45OneDigital Investment Advisors LLC84,852$3.0M0.03%Share
46Networth Advisors, LLC65,504$2.9M2.10%Share
47Burk Holdings LLC64,385$2.8M1.34%Share
48Aprio Wealth Management, LLC61,257$2.7M0.15%Share
49Arcadia Wealth Management, Inc.60,082$2.6M1.50%Share
50RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC56,090$2.4M0.87%Share