Who owns Avantis Real Estate ETF?
Institutional ownership of AVRE from SEC Form 13F filings across 73 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.
73
13F holders
$291.5M
value, 2026 filers
36.3%
of shares outstanding (6.3M sh)
14
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 | Sequoia Financial Advisors, LLC | 1.0M | $48.9M | 0.2% | 5.9% | +4.4% |
| 2 | AMERICAN CENTURY COMPANIES INC | 810,539 | $38.4M | 0.0% | 4.7% | +33.3% |
| 3 | NICOLET BANKSHARES INC | 619,231 | $29.5M | 0.9% | 3.6% | +3.6% |
| 4 | LPL Financial LLC | 578,807 | $27.4M | 0.0% | 3.3% | +92.1% |
| 5 | Capstone Financial Advisors, Inc. | 311,435 | $14.8M | 0.7% | 1.8% | -1.6% |
| 6 | LexAurum Advisors, LLC | 285,497 | $13.5M | 1.6% | 1.6% | -0.4% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 275,963 | $13.1M | 0.0% | 1.6% | +10.8% |
| 8 | Focus Partners Wealth | 248,305 | $11.8M | 0.0% | 1.4% | -11.2% |
| 9 | Corient Private Wealth LP | 156,367 | $7.4M | 0.0% | 0.9% | -8.3% |
| 10 | PARK AVENUE SECURITIES LLC | 144,563 | $6,849 | 0.0% | 0.8% | +14.8% |
| 11 | Strategic Blueprint, LLC | 131,354 | $6.2M | 0.3% | 0.8% | -0.5% |
| 12 | Simplicity Wealth,LLC | 116,749 | $5.5M | 0.2% | 0.7% | +4.5% |
| 13 | Savant Capital, LLC | 115,904 | $5.5M | 0.0% | 0.7% | +425.3% |
| 14 | Cerity Partners LLC | 104,773 | $5.0M | 0.0% | 0.6% | +63.2% |
| 15 | Chicago Partners Investment Group LLC | 103,431 | $5.0M | 0.1% | 0.6% | +2.4% |
| 16 | Valued Wealth Advisors LLC | 97,930 | $4.6M | 1.7% | 0.6% | +4.0% |
| 17 | OneDigital Investment Advisors LLC | 89,648 | $4.2M | 0.0% | 0.5% | +1.8% |
| 18 | Wealthcare Advisory Partners LLC | 84,291 | $4.0M | 0.1% | 0.5% | +7.3% |
| 19 | Focus Partners Advisor Solutions, LLC | 83,714 | $4.0M | 0.0% | 0.5% | +0.4% |
| 20 | Networth Advisors, LLC | 79,140 | $3.7M | 2.2% | 0.5% | +15.4% |
| 21 | MML INVESTORS SERVICES, LLC | 78,615 | $3.7M | 0.0% | 0.5% | +23.9% |
| 22 | Burk Holdings LLC | 69,350 | $3.3M | 1.2% | 0.4% | +0.3% |
| 23 | Beaird Harris Wealth Management, LLC | 68,393 | $3.2M | 0.2% | 0.4% | -1.5% |
| 24 | AE Wealth Management LLC | 56,224 | $2.7M | 0.0% | 0.3% | +26.9% |
| 25 | WMG Financial Advisors, LLC | 54,616 | $2.6M | 1.0% | 0.3% | -3.9% |
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.