AVANTIS REAL ESTATE ETF (AVRE) Institutional Ownership Changes & 13F Activity

AVANTIS REAL ESTATE ETF (AVRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Financial Plan, Inc., Empowered Funds, Llc, Cerity Partners Llc, Envestnet Asset Management Inc, and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+26,947+10.8%275,963$13.08MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+417+79.1%944$44.73KQ2 2026Sep 15, 2026
Corient Private Wealth LlcSell-14,113-8.3%156,367$7.41MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+99+0.4%27,059$1.28MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-581-1.4%42,019$1.99MQ2 2026Aug 18, 2026
Empowered Funds, LlcSell-46,505-3.8%1,191,067$56.43MQ2 2026Aug 17, 2026
Sanchez Levi GarrettBuy+585+3.2%18,849$893.05KQ2 2026Aug 17, 2026
Financial Plan, Inc.Buy+84,724+11.9%797,049$37.76MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+40,562+63.2%104,773$4.96MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-26,526-85.5%4,490$212.74KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+17,462—17,462$827.33KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+8,415—8,415$398.70KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+8,008—8,008$379.42KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,821+46.3%18,392$871.38KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+5,152—5,152$244.10KQ2 2026Aug 14, 2026
Capstone Financial Advisors, Inc.Sell-5,070-1.6%311,435$14.76MQ2 2026Aug 14, 2026
Entrewealth, LlcBuy+4,498+13.4%38,149$1.85MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+3,607+9.7%40,615$1.92MQ2 2026Aug 14, 2026
Cardiff Park Advisors, LlcSell-3,543-7.1%46,091$2.18MQ2 2026Aug 14, 2026
Endeavor Private Wealth, Inc.Buy+1,843+15.1%14,063$666.32KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,825—1,825$86.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,668+772.2%1,884$89.25KQ2 2026Aug 14, 2026
Quarry LpBuy+1,437—1,437$68.08KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1,212+70.1%2,941$142.40KQ2 2026Aug 14, 2026
Empire Financial Management Company, LlcBuy+576+2.1%27,688$1.31MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Buy+46+0.3%14,543$689.05KQ2 2026Aug 14, 2026
Synergy Investment Management, LlcBuy+3+1.0%293$13.86KQ2 2026Aug 14, 2026
Quantinno Capital Management LpBuy+343+2.2%15,597$739.02KQ2 2026Aug 13, 2026
Burk Holdings LlcBuy+184+0.3%69,350$3.29MQ2 2026Aug 13, 2026
Satovsky Asset Management LlcBuy+116+0.5%22,272$1.06MQ2 2026Aug 13, 2026
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Frequently asked questions about AVRE activity

  • Which institutional owners are buying AVRE?

    Institutional owners buying AVRE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AVRE activity?

    "Buy" means an investor increased their reported position in AVRE compared to the prior reporting period. This reflects growing exposure to AVANTIS REAL ESTATE ETF (AVRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AVRE increasing?

    Institutional interest in AVRE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.