AVANTIS REAL ESTATE ETF (AVRE) Institutional Shareholders
AVANTIS REAL ESTATE ETF (AVRE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $621.28M in AVRE holdings during the latest filing period.
Empowered Funds, Llc is currently the largest disclosed institutional shareholder of AVRE tracked by InsiderSet, reporting ownership valued at approximately $54.48M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $60.27M, representing an estimated gain of +10.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed AVRE value among the investors covered in this analysis. Major shareholders include Empowered Funds, Llc, Sequoia Financial Advisors, Financial Plan, Inc., and several other long-term asset managers with concentrated positions in AVANTIS REAL ESTATE ETF (AVRE).
This page ranks the largest institutional AVRE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
147
Total Reported Value
$621.28M
Largest Holder
Empowered Funds, Llc
Largest Position
$54.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Empowered Funds, Llc | 0.35% | 1,237,572 | $54,477,919 | $60,269,756 | +$5,791,837 | +10.63% | |
| Sequoia Financial Advisors | 0.24% | 1,031,592 | $48,876,822 | $50,238,530 | +$1,361,708 | +2.79% | |
| Financial Plan, Inc. | 3.36% | 712,325 | $31,356,536 | $34,690,228 | +$3,333,692 | +10.63% | |
| American Century Companies Inc | 0.01% | 608,098 | $26,768,474 | $29,614,373 | +$2,845,899 | +10.63% | |
| Nicolet Bankshares Inc | 0.97% | 597,583 | $26,427,972 | $29,102,292 | +$2,674,320 | +10.12% | |
| Quantum Financial Advisors, Llc | 2.13% | 455,253 | $21,569,865 | $22,170,821 | +$600,956 | +2.79% | |
| Shankervalleau Wealth Advisors, Inc. | 4.80% | 384,164 | $18,201,690 | $18,708,787 | +$507,097 | +2.79% | |
| Allegiance Financial Group Advisory Services Llc | 3.06% | 373,415 | $17,692,411 | $18,185,311 | +$492,900 | +2.79% | |
| Hill Investment Group Partners, Llc | 1.89% | 389,403 | $17,141,533 | $18,963,926 | +$1,822,393 | +10.63% | |
| Betterwealth, Llc | 2.91% | 347,592 | $16,468,915 | $16,927,730 | +$458,815 | +2.79% | |
| Prairiewood Capital, Llc | 3.92% | 318,858 | $15,107,470 | $15,528,385 | +$420,915 | +2.79% | |
| Capstone Financial Advisors, Inc. | 0.75% | 316,505 | $13,932,545 | $15,413,794 | +$1,481,249 | +10.63% | |
| Lexaurum Advisors, Llc | 1.56% | 285,497 | $13,526,855 | $13,903,704 | +$376,849 | +2.79% | |
| Physician Wealth Solutions Inc. | 5.10% | 283,674 | $13,440,458 | $13,814,924 | +$374,466 | +2.79% | |
| Lpl Financial Llc | 0.00% | 301,299 | $13,263,159 | $14,673,261 | +$1,410,102 | +10.63% | |
| Focus Partners Wealth | 0.01% | 279,527 | $12,304,779 | $13,612,965 | +$1,308,186 | +10.63% | |
| Seaside Wealth Management, Inc. | 3.39% | 273,411 | $12,035,572 | $13,315,116 | +$1,279,544 | +10.63% | |
| Envestnet Asset Management Inc | 0.00% | 249,016 | $10,961,690 | $12,127,079 | +$1,165,389 | +10.63% | |
| Three Arch Wealth Management Llc | 1.93% | 243,572 | $10,722,019 | $11,861,956 | +$1,139,937 | +10.63% | |
| Equita Financial Network, Inc. | 2.86% | 217,767 | $10,317,822 | $10,605,253 | +$287,431 | +2.79% | |
| Leading Edge Financial Planning Llc | 2.09% | 225,870 | $9,942,791 | $10,999,869 | +$1,057,078 | +10.63% | |
| Worthpointe, Llc | 2.35% | 197,395 | $9,352,567 | $9,613,137 | +$260,570 | +2.79% | |
| Level Financial Advisors | 1.83% | 173,162 | $8,204,417 | $8,432,989 | +$228,572 | +2.79% | |
| Quarry Hill Advisors, Llc | 3.15% | 173,097 | $8,201,313 | $8,429,824 | +$228,511 | +2.79% | |
| Corient Private Wealth Llc | 0.01% | 170,480 | $7,504,499 | $8,302,376 | +$797,877 | +10.63% | |
| Vestment Financial Llc | 3.24% | 151,508 | $7,220,892 | $7,378,440 | +$157,548 | +2.18% | |
| Lam Group, Inc. | 3.18% | 134,940 | $6,393,457 | $6,571,578 | +$178,121 | +2.79% | |
| Strategic Blueprint, Llc | 0.31% | 131,354 | $6,223,555 | $6,396,940 | +$173,385 | +2.79% | |
| Collective Family Office Llc | 1.22% | 126,364 | $5,987,126 | $6,153,927 | +$166,801 | +2.79% | |
| Sentinel Wealth Management, Inc. | 4.77% | 135,448 | $5,962,421 | $6,596,318 | +$633,897 | +10.63% | |
| Austin Wealth Management, Llc | 1.10% | 106,113 | $5,192,093 | $5,167,703 | -$24,390 | -0.47% | |
| Chicago Partners Investment Group Llc | 0.10% | 103,431 | $5,019,528 | $5,037,090 | +$17,562 | +0.35% | |
| Simplicity Wealth,Llc | 0.28% | 111,705 | $4,917,266 | $5,440,034 | +$522,768 | +10.63% | |
| Valued Wealth Advisors Llc | 1.69% | 97,930 | $4,639,881 | $4,769,191 | +$129,310 | +2.79% | |
| North Ridge Wealth Advisors, Inc. | 2.55% | 102,837 | $4,526,887 | $5,008,162 | +$481,275 | +10.63% | |
| Htg Investment Advisors, Inc. | 1.25% | 99,734 | $4,390,300 | $4,857,046 | +$466,746 | +10.63% | |
| Wealthcare Advisory Partners Llc | 0.08% | 84,291 | $3,993,688 | $4,104,972 | +$111,284 | +2.79% | |
| Onedigital Investment Advisors Llc | 0.04% | 88,021 | $3,874,668 | $4,286,623 | +$411,955 | +10.63% | |
| Networth Advisors, Llc | 2.18% | 79,140 | $3,749,652 | $3,854,118 | +$104,466 | +2.79% | |
| Focus Partners Advisor Solutions, Llc | 0.04% | 83,346 | $3,666,892 | $4,058,950 | +$392,058 | +10.69% | |
| Cwm, Llc | 0.01% | 83,035 | $3,655,195 | $4,043,805 | +$388,610 | +10.63% | |
| Beaird Harris Wealth Management, Llc | 0.20% | 68,393 | $3,240,461 | $3,330,739 | +$90,278 | +2.79% | |
| Burk Holdings Llc | 1.31% | 69,166 | $3,044,706 | $3,368,384 | +$323,678 | +10.63% | |
| Sprinkle Financial Consultants Llc | 1.15% | 62,091 | $2,941,764 | $3,023,832 | +$82,068 | +2.79% | |
| Cerity Partners Llc | 0.00% | 64,211 | $2,826,659 | $3,127,076 | +$300,417 | +10.63% | |
| Arcadia Wealth Management, Inc. | 1.52% | 63,788 | $2,807,959 | $3,106,476 | +$298,517 | +10.63% | |
| Mml Investors Services, Llc | 0.01% | 63,472 | $2,794,029 | $3,091,086 | +$297,057 | +10.63% | |
| Aprio Wealth Management, Llc | 0.14% | 58,561 | $2,774,643 | $2,851,921 | +$77,278 | +2.79% | |
| Wmg Financial Advisors, Llc | 0.98% | 54,616 | $2,587,702 | $2,659,799 | +$72,097 | +2.79% | |
| Marrick Wealth, Llc | 1.80% | 53,531 | $2,536,316 | $2,606,960 | +$70,644 | +2.79% |
Frequently asked questions about AVRE
Who owns the most AVRE stock?
The largest holders of AVRE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS REAL ESTATE ETF (AVRE).
Is AVRE widely held by superinvestors?
Many widely followed stocks like AVRE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVRE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.