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Avantis Real Estate ETF (AVRE)

CUSIP: 025072356 | NYSE | 238 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Quantum Financial Advisors, LLC498,980
2.1% of portfolio›$22.1M
ShankerValleau Wealth Advisors, Inc.396,972
4.7% of portfolio›$17.6M
Allegiance Financial Group Advisory Services LLC391,743
2.8% of portfolio›$17.4M
BetterWealth, LLC354,130
2.7% of portfolio›$15.7M
Prairiewood Capital, LLC342,425
3.8% of portfolio›$15.2M
LexAurum Advisors, LLC293,287
1.5% of portfolio›$13.0M
Three Arch Wealth Management LLC278,354
2.0% of portfolio›$12.3M
Physician Wealth Solutions Inc.266,862
4.7% of portfolio›$11.8M
Equita Financial Network, Inc.223,843
2.8% of portfolio›$9.9M
Quarry Hill Advisors, LLC183,188
3.0% of portfolio›$8.1M
Level Financial Advisors175,139
1.7% of portfolio›$7.8M
Park Avenue Securities LLC159,124
0.1% of portfolio›$7.1M
Leading Edge Financial Planning LLC153,130
1.4% of portfolio›$6.8M
Vestment Financial LLC152,574
3.0% of portfolio›$6.7M
Hill Island Financial LLC143,522
1.3% of portfolio›$6.4M
LAM Group, Inc.141,500
3.2% of portfolio›$6.3M
Strategic Blueprint, LLC133,785
0.3% of portfolio›$5.9M
Collective Family Office LLC129,105
1.2% of portfolio›$5.7M
Chicago Partners Investment Group LLC105,521
0.1% of portfolio›$4.8M
Simplicity Wealth,LLC96,377
0.1% of portfolio›$4.3M
Wealthcare Advisory Partners LLC87,709
0.1% of portfolio›$3.9M
Networth Advisors, LLC81,848
2.1% of portfolio›$3.6M
Sprinkle Financial Consultants LLC73,868
1.3% of portfolio›$3.3M
Burk Holdings LLC71,433
1.1% of portfolio›$3.2M
Haven Private, LLC64,342
1.1% of portfolio›$2.9M
RED Lighthouse Investment Management, LLC55,927
0.7% of portfolio›$2.5M
marrick wealth, LLC55,845
1.7% of portfolio›$2.5M
Commonwealth Equity Services, LLC55,451
0.0% of portfolio›$2.5M
WMG Financial Advisors, LLC54,616
1.0% of portfolio›$2.6M
Blvd Private Wealth, LLC44,325
1.5% of portfolio›$2.0M
DBK Financial Counsel, LLC44,253
1.6% of portfolio›$2.0M
Entrewealth, LLC41,850
0.7% of portfolio›$1.9M
Axxcess Wealth Management, LLC37,423
0.1% of portfolio›$1.7M
Life Planning Partners, Inc35,331
1.3% of portfolio›$1.6M
Rockwood Wealth Management, LLC35,264
0.1% of portfolio›$1.6M
Farther Finance Advisors, LLC32,748
0.0% of portfolio›$1.5M
Aprio Wealth Management, LLC32,212
0.1% of portfolio›$1.4M
Forum Financial Management, LP31,954
0.0% of portfolio›$1.4M
Flagstone Financial Management30,762
0.3% of portfolio›$1.4M
TCI Wealth Advisors, Inc.29,657
0.1% of portfolio›$1.3M
Apella Capital, LLC29,445
0.0% of portfolio›$1.3M
CoreCap Advisors, LLC27,595
0.0% of portfolio›$1.2M
Creative Planning27,535
0.0% of portfolio›$1.2M
SC&H Financial Advisors, Inc.26,740
0.2% of portfolio›$1.2M
B&D White Capital Company, LLC24,298
0.1% of portfolio›$1.1M
Bayshore Asset Management, LLC22,537
0.4% of portfolio›$1.0M
Torren Management, LLC19,169
0.4% of portfolio›$850.1K
Avant Financial Advisors LLC18,041
0.5% of portfolio›$800.1K
SeedSafe Financial LLC15,723
0.5% of portfolio›$697.3K
Kestra Advisory Services, LLC14,128
0.0% of portfolio›$626.6K
Cherry Tree Wealth Management, LLC13,391
0.1% of portfolio›$593.9K
Parkshore Wealth Management, Inc.13,169
0.1% of portfolio›$584.1K
Morton Brown Family Wealth, LLC9,748
0.1% of portfolio›$432.3K
Modera Wealth Management, LLC9,624
0.0% of portfolio›$426.8K
Andrews, Lucia Wealth Management LLC9,328
0.2% of portfolio›$413.7K
Indivisible Partners8,644
0.0% of portfolio›$383.4K
Evanson Financial, LLC5,947
0.0% of portfolio›$263.7K
Global Trust Wealth Management LLC5,947
0.2% of portfolio›$263.7K
McMill Wealth Management5,934
0.1% of portfolio›$263.2K
Abacus Planning Group, Inc.5,523
0.0% of portfolio›$245.0K
Willow Creek Wealth Management Inc.5,340
0.0% of portfolio›$236.8K
Ridgeline Wealth, LLC4,809
0.1% of portfolio›$215.4K
Ares Financial Consulting, LLC3,696
0.1% of portfolio›$163.9K
RHL Group, LLC2,498
0.1% of portfolio›$110.8K
Lloyd Advisory Services, Llc.1,994
0.0% of portfolio›$88.4K
Root Financial Partners, LLC772
0.0% of portfolio›$34.2K
SJS Investment Consulting Inc.432
0.0% of portfolio›$19.2K
Creative Capital Management Investments LLC385
0.0% of portfolio›$17.1K
Kingdom Financial Group Llc.325
0.0% of portfolio›$14.4K
Blue Trust, Inc.298
0.0% of portfolio›$13.2K
Evolution Wealth Management Inc.223
0.0% of portfolio›$9.9K
Reap Financial Group, LLC208
0.0% of portfolio›$9.2K
JFS Wealth Advisors, LLC182
0.0% of portfolio›$8.1K
True Wealth Design, LLC165
0.0% of portfolio›$7.3K
Private Trust Co NA115
0.0% of portfolio›$5.1K
Quest 10 Wealth Builders, Inc.52
0.0% of portfolio›$2.3K
Signature Resources Capital Management, LLC6
0.0% of portfolio›$266
Larson Financial Group LLC3
0.0% of portfolio›$147
StyleTurnoverLocationFiled
Quantum Financial Advisors, LLC
498,980$22.1M2.1%ETFLowSanta Monica, CA2026-11-03
ShankerValleau Wealth Advisors, Inc.
396,972$17.6M4.7%ETFVery LowSkokie, IL2026-10-16
Allegiance Financial Group Advisory Services LLC
391,743$17.4M2.8%ETFLowVienna, VA2026-11-02
BetterWealth, LLC
354,130$15.7M2.7%ETFVery LowSan Jose, CA2026-10-15
Prairiewood Capital, LLC
342,425$15.2M3.8%ETFVery LowFargo, ND2026-10-16
LexAurum Advisors, LLC
293,287$13.0M1.5%ETFLowOverland Park, KS2026-10-19
Three Arch Wealth Management LLC
278,354$12.3M2.0%ETFVery LowIrvine, CA2026-10-20
Physician Wealth Solutions Inc.
266,862$11.8M4.7%ETFLowNorth Las Vegas, NV2026-10-14
Equita Financial Network, Inc.
223,843$9.9M2.8%ETFLowFort Washington, PA2026-10-19
Quarry Hill Advisors, LLC
183,188$8.1M3.0%ETFVery LowSt Paul, MN2026-11-04
Level Financial Advisors
175,139$7.8M1.7%ETFLowEast Amherst, NY2026-10-13
Park Avenue Securities LLC
159,124$7.1M0.1%ETFMediumNew York, NY2026-10-26
Leading Edge Financial Planning LLC
153,130$6.8M1.4%ETFLowKnoxville, TN2026-10-23
Vestment Financial LLC
152,574$6.7M3.0%ETFVery LowChanhassen, MN2026-10-13
Hill Island Financial LLC
143,522$6.4M1.3%ETFLowGrand Rapids, MI2026-10-20
LAM Group, Inc.
141,500$6.3M3.2%ETFVery LowLake Oswego, OR2026-10-26
Strategic Blueprint, LLC
133,785$5.9M0.3%ETFLowAtlanta, GA2026-10-22
Collective Family Office LLC
129,105$5.7M1.2%ETFLowYork, PA2026-10-05
Chicago Partners Investment Group LLC
105,521$4.8M0.1%GARPLowChicago, IL2026-10-27
Simplicity Wealth,LLC
96,377$4.3M0.1%ETFLowSummit, NJ2026-10-23
Wealthcare Advisory Partners LLC
87,709$3.9M0.1%ETFLowWest Chester, PA2026-10-21
Networth Advisors, LLC
81,848$3.6M2.1%ETFMediumCanonsburg, PA2026-11-03
Sprinkle Financial Consultants LLC
73,868$3.3M1.3%ETFLowLittleton, CO2026-10-09
Burk Holdings LLC
71,433$3.2M1.1%ETFVery LowTulsa, OK2026-11-05
Haven Private, LLC
64,342$2.9M1.1%ETFMediumOrlando, FL2026-10-27
RED Lighthouse Investment Management, LLC
55,927$2.5M0.7%ETFVery LowHillsdale, NY2026-11-02
marrick wealth, LLC
55,845$2.5M1.7%ETFVery LowIrvine, CA2026-10-20
Commonwealth Equity Services, LLC
55,451$2.5M0.0%ETFLowWaltham, MA2026-11-02
WMG Financial Advisors, LLC
54,616$2.6M1.0%ETFLowKnoxville, TN2026-10-28
Blvd Private Wealth, LLC
44,325$2.0M1.5%CoreMediumProspect, KY2026-10-14
DBK Financial Counsel, LLC
44,253$2.0M1.6%ETFVery LowCuyahoga Falls, OH2026-10-13
Entrewealth, LLC
41,850$1.9M0.7%ETFLowAustin, TX2026-10-14
Axxcess Wealth Management, LLC
37,423$1.7M0.1%CoreLowCarlsbad, CA2026-10-21
Life Planning Partners, Inc
35,331$1.6M1.3%ETFVery LowJacksonville, FL2026-10-28
Rockwood Wealth Management, LLC
35,264$1.6M0.1%ETFVery LowNew Hope, PA2026-10-27
Farther Finance Advisors, LLC
32,748$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
Aprio Wealth Management, LLC
32,212$1.4M0.1%ETFMediumAtlanta, GA2026-10-28
Forum Financial Management, LP
31,954$1.4M0.0%ETFLowLombard, IL2026-10-16
Flagstone Financial Management
30,762$1.4M0.3%ETFVery LowLincoln, NE2026-11-05
TCI Wealth Advisors, Inc.
29,657$1.3M0.1%ETFLowTucson, AZ2026-10-30
Apella Capital, LLC
29,445$1.3M0.0%ETFVery LowWest Hartford, CT2026-10-08
CoreCap Advisors, LLC
27,595$1.2M0.0%ETFMediumSouthfield, MI2026-10-08
Creative Planning
27,535$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
SC&H Financial Advisors, Inc.
26,740$1.2M0.2%ETFVery LowHunt Valley, MD2026-10-14
B&D White Capital Company, LLC
24,298$1.1M0.1%ETFHighLakeway, TX2026-11-02
Bayshore Asset Management, LLC
22,537$1.0M0.4%ETFVery LowCoral Gables, FL2026-11-03
Torren Management, LLC
19,169$850.1K0.4%ETFMediumSan Diego, CA2026-10-29
Avant Financial Advisors LLC
18,041$800.1K0.5%ETFVery LowAustin, TX2026-11-02
SeedSafe Financial LLC
15,723$697.3K0.5%ETFVery LowAustin, TX2026-11-02
Kestra Advisory Services, LLC
14,128$626.6K0.0%CoreLowAustin, TX2026-11-02
Cherry Tree Wealth Management, LLC
13,391$593.9K0.1%ETFVery LowMinnetonka, MN2026-10-15
Parkshore Wealth Management, Inc.
13,169$584.1K0.1%ETFLowGranite Bay, CA2026-10-13
Morton Brown Family Wealth, LLC
9,748$432.3K0.1%ETFVery LowAllentown, PA2026-10-23
Modera Wealth Management, LLC
9,624$426.8K0.0%ETFVery LowWestwood, NJ2026-10-28
Andrews, Lucia Wealth Management LLC
9,328$413.7K0.2%ETFVery LowDanville, CA2026-11-02
Indivisible Partners
8,644$383.4K0.0%GrowthMediumClearwater, FL2026-10-26
Evanson Financial, LLC
5,947$263.7K0.0%ETFN/AMclean, VA2026-10-23
Global Trust Wealth Management LLC
5,947$263.7K0.2%ETFMediumWest Palm Beach, FL2026-10-14
McMill Wealth Management
5,934$263.2K0.1%Deep ValueHighNorfolk, NE2026-11-05
Abacus Planning Group, Inc.
5,523$245.0K0.0%ETFLowColumbia, SC2026-11-02
Willow Creek Wealth Management Inc.
5,340$236.8K0.0%ETFVery LowSebastopol, CA2026-10-26
Ridgeline Wealth, LLC
4,809$215.4K0.1%ETFVery LowMesa, AZ2026-10-14
Ares Financial Consulting, LLC
3,696$163.9K0.1%CoreLowCalabasas, CA2026-10-19
RHL Group, LLC
2,498$110.8K0.1%ETFVery HighHolly, MI2026-11-04
Lloyd Advisory Services, Llc.
1,994$88.4K0.0%ETFVery HighSuwanee, GA2026-11-02
Root Financial Partners, LLC
772$34.2K0.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
432$19.2K0.0%ETFVery LowSylvania, OH2026-10-26
Creative Capital Management Investments LLC
385$17.1K0.0%ETFLowSan Diego, CA2026-10-28
Kingdom Financial Group Llc.
325$14.4K0.0%ETFMediumPeoria, AZ2026-11-04
Blue Trust, Inc.
298$13.2K0.0%ETFLowBrentwood, TN2026-10-15
Evolution Wealth Management Inc.
223$9.9K0.0%ETFMediumFort Myers, FL2026-10-28
Reap Financial Group, LLC
208$9.2K0.0%ETFLowAustin, TX2026-11-02
JFS Wealth Advisors, LLC
182$8.1K0.0%ETFVery LowHermitage, PA2026-11-03
True Wealth Design, LLC
165$7.3K0.0%ETFMediumAkron, OH2026-10-13
Private Trust Co NA
115$5.1K0.0%CoreLowCleveland, OH2026-10-20
Quest 10 Wealth Builders, Inc.
52$2.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
Signature Resources Capital Management, LLC
6$2660.0%ETFLowNewport Beach, CA2026-10-16
Larson Financial Group LLC
3$1470.0%GrowthLowSt Louis, MO2026-11-05