AVRE Institutional Ownership
Avantis Real Estate ETF
1W: -1.9%
1M: -5.6%
3M: -7.7%
YTD: +1.0%
1Y: +0.1%
3Y: +30.1%
$44.07
+0.10 (+0.23%)
Weekly Expected Move ±1.2%
$43
$44
$44
$45
$45
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — AVRE
167
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
685M
Total Invested
21
New Positions
81
Increased
48
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (177 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Empowered Funds, LLC | 1,191,067 | $52M | -46,505 | -3.8% | 3Q | SEC ↗ |
| 2 | Sequoia Financial Advisors, LLC | 1,031,592 | $45M | +43,925 | +4.4% | 6Q | SEC ↗ |
| 3 | AMERICAN CENTURY COMPANIES INC | 810,539 | $36M | +202,441 | +33.3% | 15Q | SEC ↗ |
| 4 | Financial Plan, Inc. | 797,049 | $35M | +84,724 | +11.9% | 3Q | SEC ↗ |
| 5 | NICOLET BANKSHARES INC | 619,231 | $27M | +21,648 | +3.6% | 13Q | SEC ↗ |
| 6 | LPL Financial LLC | 578,807 | $26M | +277,508 | +92.1% | 15Q | SEC ↗ |
| 7 | Quantum Financial Advisors, LLC | 455,253 | $20M | +31,011 | +7.3% | 17Q | SEC ↗ |
| 8 | ShankerValleau Wealth Advisors, Inc. | 384,164 | $17M | +10,520 | +2.8% | 16Q | SEC ↗ |
| 9 | Allegiance Financial Group Advisory Se | 373,415 | $16M | +35,582 | +10.5% | 15Q | SEC ↗ |
| 10 | Hill Investment Group Partners, LLC | 365,402 | $16M | -24,001 | -6.2% | 18Q | SEC ↗ |
| 11 | BetterWealth, LLC | 347,592 | $15M | +8,310 | +2.4% | 15Q | SEC ↗ |
| 12 | Prairiewood Capital, LLC | 318,858 | $14M | +10,295 | +3.3% | 11Q | SEC ↗ |
| 13 | Capstone Financial Advisors, Inc. | 311,435 | $14M | -5,070 | -1.6% | 11Q | SEC ↗ |
| 14 | Seaside Wealth Management, Inc. | 289,183 | $13M | +15,772 | +5.8% | 13Q | SEC ↗ |
| 15 | LexAurum Advisors, LLC | 285,497 | $13M | -1,143 | -0.4% | 2Q | SEC ↗ |
| 16 | Physician Wealth Solutions Inc. | 283,674 | $13M | -5,350 | -1.9% | 11Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 275,963 | $12M | +26,947 | +10.8% | 14Q | SEC ↗ |
| 18 | Leading Edge Financial Planning LLC | 264,621 | $12M | +38,751 | +17.2% | 9Q | SEC ↗ |
| 19 | Three Arch Wealth Management LLC | 264,363 | $12M | +20,791 | +8.5% | 3Q | SEC ↗ |
| 20 | Focus Partners Wealth | 248,305 | $11M | -31,222 | -11.2% | 6Q | SEC ↗ |
| 21 | Equita Financial Network, Inc. | 217,767 | $10M | +10,412 | +5.0% | 12Q | SEC ↗ |
| 22 | WorthPointe, LLC | 197,395 | $9M | +2,215 | +1.1% | 18Q | SEC ↗ |
| 23 | Level Financial Advisors | 173,162 | $8M | -83 | -0.0% | 17Q | SEC ↗ |
| 24 | QUARRY HILL ADVISORS, LLC | 173,097 | $8M | +13,835 | +8.7% | 15Q | SEC ↗ |
| 25 | Corient Private Wealth LP | 156,367 | $7M | -14,113 | -8.3% | 15Q | SEC ↗ |
| 26 | Vestment Financial LLC | 151,508 | $7M | -3,303 | -2.1% | 7Q | SEC ↗ |
| 27 | PARK AVENUE SECURITIES LLC | 144,563 | $6M | +18,601 | +14.8% | 14Q | SEC ↗ |
| 28 | SENTINEL WEALTH MANAGEMENT, INC. | 144,001 | $6M | +8,553 | +6.3% | 5Q | SEC ↗ |
| 29 | LAM GROUP, INC. | 134,940 | $6M | +2,605 | +2.0% | 15Q | SEC ↗ |
| 30 | Strategic Blueprint, LLC | 131,354 | $6M | -633 | -0.5% | 19Q | SEC ↗ |
| 31 | COLLECTIVE FAMILY OFFICE LLC | 126,364 | $6M | +7,030 | +5.9% | 18Q | SEC ↗ |
| 32 | Simplicity Wealth,LLC | 116,749 | $5M | +5,044 | +4.5% | 6Q | SEC ↗ |
| 33 | Savant Capital, LLC | 115,904 | $5M | +93,840 | +425.3% | 4Q | SEC ↗ |
| 34 | HTG Investment Advisors, Inc. | 110,303 | $5M | +10,569 | +10.6% | 11Q | SEC ↗ |
| 35 | Austin Wealth Management, LLC | 106,113 | $5M | +2,187 | +2.1% | 12Q | SEC ↗ |
| 36 | Cerity Partners LLC | 104,773 | $5M | +40,562 | +63.2% | 2Q | SEC ↗ |
| 37 | Chicago Partners Investment Group LLC | 103,431 | $5M | +2,420 | +2.4% | 19Q | SEC ↗ |
| 38 | North Ridge Wealth Advisors, Inc. | 102,837 | $5M | -2,202 | -2.1% | 13Q | SEC ↗ |
| 39 | Valued Wealth Advisors LLC | 97,930 | $4M | +3,724 | +4.0% | 11Q | SEC ↗ |
| 40 | OneDigital Investment Advisors LLC | 89,648 | $4M | +1,627 | +1.8% | 13Q | SEC ↗ |
| 41 | Wealthcare Advisory Partners LLC | 84,291 | $4M | +5,699 | +7.3% | 6Q | SEC ↗ |
| 42 | Focus Partners Advisor Solutions, LLC | 83,714 | $4M | +368 | +0.4% | 11Q | SEC ↗ |
| 43 | CWM, LLC | 83,035 | $4M | -46,233 | -35.8% | 12Q | SEC ↗ |
| 44 | Networth Advisors, LLC | 79,140 | $3M | +10,567 | +15.4% | 3Q | SEC ↗ |
| 45 | MML INVESTORS SERVICES, LLC | 78,615 | $3M | +15,143 | +23.9% | 13Q | SEC ↗ |
| 46 | Burk Holdings LLC | 69,350 | $3M | +184 | +0.3% | 7Q | SEC ↗ |
| 47 | Beaird Harris Wealth Management, LLC | 68,393 | $3M | -1,056 | -1.5% | 18Q | SEC ↗ |
| 48 | Sprinkle Financial Consultants LLC | 62,091 | $3M | +8,545 | +16.0% | 11Q | SEC ↗ |
| 49 | Arcadia Wealth Management, Inc. | 61,378 | $3M | -2,410 | -3.8% | 7Q | SEC ↗ |
| 50 | Aprio Wealth Management, LLC | 58,561 | $3M | -1,969 | -3.3% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 41,993 | $2M |
| Baird Financial Group, Inc. | 18,148 | $800K |
| Ameritas Advisory Services, LLC | 17,462 | $770K |
| Private Advisor Group, LLC | 15,370 | $677K |
| Modera Wealth Management, LLC | 13,620 | $600K |
| MAI Capital Management | 8,415 | $371K |
| JANE STREET GROUP, LLC | 8,008 | $353K |
| Evanson Financial, LLC | 5,912 | $261K |
| CAHILL FINANCIAL ADVISORS INC | 5,389 | $237K |
| Global Retirement Partners, LLC | 5,156 | $227K |
| D. E. Shaw & Co., Inc. | 5,152 | $227K |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | 4,409 | $194K |
| ROYAL BANK OF CANADA | 1,825 | $80K |
| Quarry LP | 1,437 | $63K |
| Integrated Wealth Concepts LLC | 813 | $36K |
| JFS WEALTH ADVISORS, LLC | 180 | $8K |
| True Wealth Design, LLC | 165 | $7K |
| PRIVATE TRUST CO NA | 115 | $5K |
| UMB Bank, n.a. | 114 | $5K |
| Quest 10 Wealth Builders, Inc. | 52 | $2K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 109,769 | $5M |
| SOL Capital Management CO | 36,647 | $2M |
| Mariner, LLC | 14,590 | $643K |
| Invariant Investment Management | 7,472 | $329K |
| GTS SECURITIES LLC | 6,858 | $302K |
| Magnolia Private Wealth, LLC | 6,571 | $290K |
| Avantax Planning Partners, Inc. | 6,499 | $286K |
| Wheels Up Wealth, Inc. | 4,937 | $218K |
| Factor Wealth Management LTD | 4,644 | $205K |
| Root Financial Partners, LLC | 1,387 | $61K |
| Blue Trust, Inc. | 1,291 | $57K |
| ALBION FINANCIAL GROUP /UT | 830 | $37K |
| UBS Group AG | 495 | $22K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 491 | $22K |
| Legacy Wealth Managment, LLC/ID | 122 | $5K |
| Aptus Capital Advisors, LLC | 48 | $2K |
| SIGNATUREFD, LLC | 1 | $0K |