AVRE Institutional Ownership & Shareholders
AVANTIS REAL ESTATE ETF (AVRE) is currently held by 157 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $673.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Empowered Funds, Llc is currently the largest disclosed institutional shareholder of AVRE tracked by InsiderSet, reporting ownership valued at approximately $56.43M in its June 30, 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 $54.86M, representing an estimated loss of -2.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed AVRE value among the investors covered in this analysis. Major shareholders include Empowered Funds, Llc, Sequoia Financial Advisors, American Century Companies 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
157
Total Reported Value
$673.21M
Largest Holder
Empowered Funds, Llc
Largest Position
$56.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Empowered Funds, Llc | 0.30% | 1,191,067 | $56,432,754 | $54,860,546 | -$1,572,208 | -2.79% | |
| Sequoia Financial Advisors | 0.24% | 1,031,592 | $48,876,822 | $47,515,128 | -$1,361,694 | -2.79% | |
| American Century Companies Inc | 0.02% | 810,539 | $38,403,338 | $37,333,426 | -$1,069,912 | -2.79% | |
| Financial Plan, Inc. | 3.58% | 797,049 | $37,763,808 | $36,712,077 | -$1,051,731 | -2.79% | |
| Nicolet Bankshares Inc | 0.94% | 619,231 | $29,488,240 | $28,521,780 | -$966,460 | -3.28% | |
| Lpl Financial Llc | 0.01% | 578,807 | $27,423,869 | $26,659,850 | -$764,019 | -2.79% | |
| Quantum Financial Advisors, Llc | 2.13% | 455,253 | $21,569,865 | $20,968,953 | -$600,912 | -2.79% | |
| Shankervalleau Wealth Advisors, Inc. | 4.70% | 396,972 | $17,605,708 | $18,284,530 | +$678,822 | +3.86% | |
| Allegiance Financial Group Advisory Services Llc | 2.82% | 391,743 | $17,373,781 | $18,043,683 | +$669,902 | +3.86% | |
| Hill Investment Group Partners, Llc | 1.77% | 365,402 | $17,312,733 | $16,830,416 | -$482,317 | -2.79% | |
| Betterwealth, Llc | 2.66% | 354,130 | $15,705,678 | $16,311,228 | +$605,550 | +3.86% | |
| Prairiewood Capital, Llc | 3.84% | 342,425 | $15,186,568 | $15,772,096 | +$585,528 | +3.86% | |
| Capstone Financial Advisors, Inc. | 0.72% | 311,435 | $14,755,783 | $14,344,696 | -$411,087 | -2.79% | |
| Seaside Wealth Management, Inc. | 3.39% | 289,183 | $13,701,414 | $13,319,769 | -$381,645 | -2.79% | |
| Envestnet Asset Management Inc | 0.00% | 275,963 | $13,075,144 | $12,710,856 | -$364,288 | -2.79% | |
| Lexaurum Advisors, Llc | 1.46% | 293,287 | $13,007,283 | $13,508,799 | +$501,516 | +3.86% | |
| Three Arch Wealth Management Llc | 1.97% | 278,354 | $12,344,979 | $12,820,985 | +$476,006 | +3.86% | |
| Physician Wealth Solutions Inc. | 4.66% | 266,862 | $11,835,323 | $12,291,664 | +$456,341 | +3.86% | |
| Focus Partners Wealth | 0.01% | 248,305 | $11,764,710 | $11,436,928 | -$327,782 | -2.79% | |
| Equita Financial Network, Inc. | 2.81% | 223,843 | $9,927,452 | $10,310,209 | +$382,757 | +3.86% | |
| Worthpointe, Llc | 2.35% | 197,395 | $9,352,567 | $9,092,014 | -$260,553 | -2.79% | |
| Quarry Hill Advisors, Llc | 3.15% | 173,097 | $8,201,313 | $7,972,848 | -$228,465 | -2.79% | |
| Level Financial Advisors | 1.72% | 175,139 | $7,767,433 | $8,066,902 | +$299,469 | +3.86% | |
| Corient Private Wealth Llc | 0.01% | 156,367 | $7,408,686 | $7,202,264 | -$206,422 | -2.79% | |
| Sentinel Wealth Management, Inc. | 4.81% | 144,001 | $6,822,768 | $6,632,686 | -$190,082 | -2.79% | |
| Leading Edge Financial Planning Llc | 1.41% | 153,130 | $6,791,295 | $7,053,168 | +$261,873 | +3.86% | |
| Vestment Financial Llc | 2.98% | 152,574 | $6,675,140 | $7,027,558 | +$352,418 | +5.28% | |
| Hill Island Financial Llc | 1.32% | 143,522 | $6,365,219 | $6,610,623 | +$245,404 | +3.86% | |
| Lam Group, Inc. | 3.16% | 141,500 | $6,275,525 | $6,517,490 | +$241,965 | +3.86% | |
| Strategic Blueprint, Llc | 0.29% | 133,785 | $5,933,384 | $6,162,137 | +$228,753 | +3.86% | |
| Collective Family Office Llc | 1.18% | 129,105 | $5,725,804 | $5,946,576 | +$220,772 | +3.86% | |
| Savant Capital, Llc | 0.02% | 115,904 | $5,491,513 | $5,338,538 | -$152,975 | -2.79% | |
| Htg Investment Advisors, Inc. | 1.34% | 110,303 | $5,226,167 | $5,080,556 | -$145,611 | -2.79% | |
| Austin Wealth Management, Llc | 1.10% | 106,113 | $5,192,093 | $4,887,565 | -$304,528 | -5.87% | |
| Cerity Partners Llc | 0.01% | 104,773 | $4,964,347 | $4,825,844 | -$138,503 | -2.79% | |
| Chicago Partners Investment Group Llc | 0.09% | 105,521 | $4,799,626 | $4,860,297 | +$60,671 | +1.26% | |
| Valued Wealth Advisors Llc | 1.69% | 97,930 | $4,639,881 | $4,510,656 | -$129,225 | -2.79% | |
| North Ridge Wealth Advisors, Inc. | 2.55% | 102,837 | $4,526,887 | $4,736,672 | +$209,785 | +4.63% | |
| Simplicity Wealth,Llc | 0.12% | 96,377 | $4,274,309 | $4,439,125 | +$164,816 | +3.86% | |
| Onedigital Investment Advisors Llc | 0.04% | 89,648 | $4,247,515 | $4,129,187 | -$118,328 | -2.79% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 83,714 | $3,966,378 | $3,855,867 | -$110,511 | -2.79% | |
| Wealthcare Advisory Partners Llc | 0.07% | 87,709 | $3,889,915 | $4,039,877 | +$149,962 | +3.86% | |
| Networth Advisors, Llc | 2.18% | 79,140 | $3,749,652 | $3,645,188 | -$104,464 | -2.79% | |
| Mml Investors Services, Llc | 0.01% | 78,615 | $3,724,758 | $3,621,007 | -$103,751 | -2.79% | |
| Cwm, Llc | 0.01% | 83,035 | $3,655,195 | $3,824,592 | +$169,397 | +4.63% | |
| Burk Holdings Llc | 1.21% | 69,350 | $3,285,802 | $3,194,261 | -$91,541 | -2.79% | |
| Sprinkle Financial Consultants Llc | 1.28% | 73,868 | $3,276,107 | $3,402,360 | +$126,253 | +3.85% | |
| Beaird Harris Wealth Management, Llc | 0.20% | 68,393 | $3,240,461 | $3,150,182 | -$90,279 | -2.79% | |
| Arcadia Wealth Management, Inc. | 1.39% | 61,378 | $2,908,097 | $2,827,071 | -$81,026 | -2.79% | |
| Haven Private, Llc | 1.13% | 64,342 | $2,853,567 | $2,963,593 | +$110,026 | +3.86% |
Frequently asked questions about AVRE
Who are the largest institutional holders of AVRE?
The largest institutional holders of AVRE reported in the latest SEC Form 13F filings include Empowered Funds, Llc, Sequoia Financial Advisors, American Century Companies Inc, Financial Plan, Inc., and Nicolet Bankshares Inc. InsiderSet ranks institutional holders by their latest reported AVRE position.
What is AVRE institutional ownership?
This page tracks AVRE positions reported by institutional investment managers through SEC Form 13F. AVANTIS REAL ESTATE ETF (AVRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVRE?
InsiderSet currently tracks 157 institutional managers reporting AVRE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVRE shareholders.
How much AVRE stock do institutions own?
Institutional investment managers disclosed approximately $673.21M in AVRE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVRE institutional ownership last updated?
The latest AVRE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVRE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVRE position after the reporting date.
Are institutions buying or selling AVRE?
Institutional buying and selling can be analyzed by comparing AVRE positions across consecutive 13F reporting periods. InsiderSet's AVRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVRE ownership changes.
How has AVRE institutional ownership changed over time?
InsiderSet tracks AVRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.