AVANTIS REAL ESTATE ETF

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AVRE·025072356·US·ETF·Unknown - Unknown

AVRE (AVANTIS REAL ESTATE ETF) is held by 36 institutional investors as of Q2 2026. Largest holders: Sequoia Financial Advisors, LLC ($48.9M), AMERICAN CENTURY COMPANIES INC ($38.4M), LPL Financial LLC ($27.4M). Net institutional sentiment: Bullish.

36

Holders

(8 Elite)

$187.1M

Total Value

81% (37)

Consensus

30 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)74

Insider (Form 4)61

Activist (13D/13G)40

Congressional (STOCK Act)80

Holder Quality

49

★★★★★

Elite

61

★★★★

Strong

57

★★★

Solid

15

★★

Below

46

★

Weak

Held by 36 funds

8 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AVRE.

Top Holders

Top Holders (36)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Sequoia Financial Advisors, LLC	Increased	1M(+4.5%)	$48.9M	0.2%	+6.28%	37
AMERICAN CENTURY COMPANIES INC	Increased	810,539(+33.3%)	$38.4M	0.0%	+12.63%	37
LPL Financial LLC	Increased	578,807(+92.1%)	$27.4M	0.0%	+8.33%	45
ENVESTNET ASSET MANAGEMENT INC	Increased	275,963(+10.8%)	$13.1M	0.0%	+16.24%	31
FWFocus Partners Wealth	Decreased	248,305(-11.2%)	$11.8M	0.0%	+16.48%	0
Corient Private Wealth LP	Decreased	156,367(-8.3%)	$7.4M	0.0%	+17.38%	0
Savant Capital, LLC	Increased	115,904(+425.3%)	$5.5M	0.0%	+3.56%	44
Cerity Partners LLC	Increased	104,773(+63.2%)	$5M	0.0%	+2.73%	39
OneDigital Investment Advisors LLC	Increased	89,648(+1.9%)	$4.2M	0.0%	+25.94%	27
MML INVESTORS SERVICES, LLC	Increased	78,615(+23.9%)	$3.7M	0.0%	+15.91%	32
AE Wealth Management LLC	Increased	56,224(+26.9%)	$2.7M	0.0%	+9.87%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	49,376(+4.2%)	$2.3M	0.0%	+16.92%	27
AXXCESS WEALTH MANAGEMENT, LLC	New	41,993	$2M	0.0%	+2.03%	36
JPMORGAN CHASE & CO	Decreased	40,210(-8.3%)	$1.9M	0.0%	+3.56%	0
AQR CAPITAL MANAGEMENT LLC	Increased	40,615(+9.8%)	$1.9M	0.0%	+13.67%	28
Creative Planning	Increased	28,080(+1.6%)	$1.3M	0.0%	+27.95%	26
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	27,059(+0.4%)	$1.3M	0.0%	+19.05%	25
Farther Finance Advisors, LLC	Increased	25,252(+15.8%)	$1.2M	0.0%	+3.57%	29
OSAIC HOLDINGS, INC.	Increased	18,392(+46.3%)	$871,385	0.0%	+11.17%	34
Baird Financial Group, Inc.	New	18,148	$859,852	0.0%	+2.03%	34

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer