Who owns Avantis Real Estate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVRE from SEC Form 13F filings across 156 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 156 institutions disclosed 14.4M shares of Avantis Real Estate ETF worth $684.8M — about 83.2% of shares outstanding; the largest disclosed holder is Empowered Funds, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
156
13F holders
$684.8M
value, 2026 filers
83.2%
of shares outstanding (14.4M sh)
22
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AVRE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Empowered Funds, LLC | 1.2M | $56.4M | 0.3% | 6.9% | -3.8% |
| 2 | Sequoia Financial Advisors, LLC | 1.0M | $48.9M | 0.2% | 5.9% | +4.4% |
| 3 | AMERICAN CENTURY COMPANIES INC | 810,539 | $38.4M | 0.0% | 4.7% | +33.3% |
| 4 | Financial Plan, Inc. | 797,049 | $37.8M | 3.6% | 4.6% | +11.9% |
| 5 | NICOLET BANKSHARES INC | 619,231 | $29.5M | 0.9% | 3.6% | +3.6% |
| 6 | LPL Financial LLC | 578,807 | $27.4M | 0.0% | 3.3% | +92.1% |
| 7 | Quantum Financial Advisors, LLC | 455,253 | $21.6M | 2.1% | 2.6% | +7.3% |
| 8 | ShankerValleau Wealth Advisors, Inc. | 384,164 | $18.2M | 4.8% | 2.2% | +2.8% |
| 9 | Allegiance Financial Group Advisory Services LLC | 373,415 | $17.7M | 3.1% | 2.2% | +10.5% |
| 10 | Hill Investment Group Partners, LLC | 365,402 | $17.3M | 1.8% | 2.1% | -6.2% |
| 11 | BetterWealth, LLC | 347,592 | $16.5M | 2.9% | 2% | +2.4% |
| 12 | Prairiewood Capital, LLC | 318,858 | $15.1M | 3.9% | 1.8% | +3.3% |
| 13 | Capstone Financial Advisors, Inc. | 311,435 | $14.8M | 0.7% | 1.8% | -1.6% |
| 14 | Seaside Wealth Management, Inc. | 289,183 | $13.7M | 3.4% | 1.7% | +5.8% |
| 15 | LexAurum Advisors, LLC | 285,497 | $13.5M | 1.6% | 1.6% | -0.4% |
| 16 | Physician Wealth Solutions Inc. | 283,674 | $13.4M | 5.1% | 1.6% | -1.9% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 275,963 | $13.1M | 0.0% | 1.6% | +10.8% |
| 18 | Leading Edge Financial Planning LLC | 264,621 | $12.5M | 2.2% | 1.5% | +17.2% |
| 19 | Three Arch Wealth Management LLC | 264,363 | $12.5M | 1.9% | 1.5% | +8.5% |
| 20 | Focus Partners Wealth | 248,305 | $11.8M | 0.0% | 1.4% | -11.2% |
| 21 | Equita Financial Network, Inc. | 217,767 | $10.3M | 2.9% | 1.3% | +5.0% |
| 22 | WorthPointe, LLC | 197,395 | $9.4M | 2.3% | 1.1% | +1.1% |
| 23 | Level Financial Advisors | 173,162 | $8.2M | 1.8% | 1% | 0.0% |
| 24 | QUARRY HILL ADVISORS, LLC | 173,097 | $8.2M | 3.2% | 1% | +8.7% |
| 25 | Corient Private Wealth LP | 156,367 | $7.4M | 0.0% | 0.9% | -8.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.