AVRE · Avantis Real Estate ETF ETF
$47.21
-0.27 (-0.57%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $7,408,668
Total Shares: 156,367
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+90.8 pts
Top 5
100.0%
+69.3 pts
Top 10
100.0%
+55.4 pts
HHI
10,000
Highly concentrated+9,688
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
146
Unchanged
0
Holder count:
-146
Institutional value:
-98.8%
Shares held:
-98.8%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −14,113 | 156,367 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large Empowered Funds, LLC | 1,237,572 | $54,477,919 | |
| Mid Sequoia Financial Advisors, LLC | 987,667 | $43,477,101 | |
| Micro Financial Plan, Inc. | 712,325 | $31,356,546 | |
| Mega AMERICAN CENTURY COMPANIES INC | 608,098 | $26,768,473 | |
| Mid NICOLET BANKSHARES INC | 597,583 | $26,305,603 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC AVRE | $7,408,668 | 100.00% | 156,367 | Shares | 2026-08-27 |