Avantis Real Estate ETF (AVRE) Institutional Ownership

$47.27 -0.16 (-0.34%)

As of 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 100
Total Institutional Inflows (last 12 months): $216.71M

Number of Institutional Sellers (last 12 months): 39
Total Institutional Outflows (last 12 months): $67.25M

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AVRE Institutional Buying and Selling by Quarter

Avantis Real Estate ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/27/2026	Corient Private Wealth LP	156,367	$7.41M	0.0%	-8.3%	0.869%
8/23/2026	Ameritas Advisory Services LLC	17,462	$827K	0.0%	N/A	0.097%
8/23/2026	Henrickson Nauta Wealth Advisors Inc.	7,925	$375K	0.1%	-36.0%	0.044%
8/23/2026	PCG Wealth Advisors LLC	34,818	$1.65M	0.4%	+0.7%	0.193%
8/23/2026	Endeavor Private Wealth Inc.	14,063	$666K	0.2%	+15.1%	0.078%
8/23/2026	Beaird Harris Wealth Management LLC	68,393	$3.24M	0.2%	-1.5%	0.380%
8/22/2026	SeedSafe Financial LLC	17,944	$850K	0.6%	N/A	0.100%
7/10/2026	Lam Group Inc.	134,940	$6.39M	3.2%	+2.0%	0.758%
7/10/2026	Torren Management LLC	16,794	$796K	0.4%	+272.5%	0.094%
7/10/2026	ShankerValleau Wealth Advisors Inc.	384,164	$18.20M	4.8%	+2.8%	2.134%
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7/10/2026	Wealthcare Advisory Partners LLC	84,291	$3.99M	0.1%	+7.3%	0.474%
7/8/2026	Beaird Harris Wealth Management LLC	68,393	$3.24M	0.2%	-1.5%	0.384%
7/8/2026	Quantum Financial Advisors LLC	455,253	$21.57M	1.9%	+7.3%	2.558%
7/8/2026	Sprinkle Financial Consultants LLC	62,091	$2.94M	1.2%	+16.0%	0.349%
7/8/2026	Apella Capital LLC	29,266	$1.41M	0.0%	+3.8%	0.164%
7/8/2026	Evanson Financial LLC	5,912	$280K	0.0%	N/A	0.033%
7/7/2026	CoreCap Advisors LLC	29,671	$1.41M	0.0%	+18.7%	0.167%
7/2/2026	Collective Family Office LLC	126,364	$5.99M	1.2%	+5.9%	0.714%
5/18/2026	Empowered Funds LLC	1,237,572	$54.48M	0.3%	+7.6%	7.367%
5/16/2026	Quantinno Capital Management LP	15,254	$671K	0.0%	+30.4%	0.091%
5/15/2026	Cardiff Park Advisors LLC	49,634	$2.19M	0.2%	-3.1%	0.295%
5/14/2026	B&D White Capital Company LLC	40,331	$1.78M	0.2%	+14.8%	0.240%
5/5/2026	MB Generational Wealth LLC	16,419	$723K	0.4%	-20.8%	0.098%
5/5/2026	Avantax Planning Partners Inc.	6,499	$286K	0.0%	+4.2%	0.039%
5/4/2026	Chicago Partners Investment Group LLC	101,011	$4.74M	0.1%	+7.0%	0.601%
5/4/2026	Sentinel Wealth Management Inc.	135,448	$5.96M	4.8%	+13.6%	0.806%
5/2/2026	Pacific Life Fund Advisors LLC	33,455	$1.47M	0.2%	-4.8%	0.199%
5/2/2026	Vestment Financial LLC	154,811	$7.43M	3.8%	+1.5%	0.921%
5/1/2026	Seaside Wealth Management Inc.	273,411	$12.04M	3.4%	+2.9%	1.627%
5/1/2026	Sequoia Financial Advisors LLC	987,667	$43.48M	0.2%	+169.1%	5.950%
4/30/2026	Torren Management LLC	4,509	$198K	0.1%	+7.7%	0.027%
4/30/2026	Valued Wealth Advisors LLC	94,206	$4.15M	1.7%	+0.7%	0.568%
4/30/2026	Kestra Advisory Services LLC	13,002	$572K	0.0%	+109.4%	0.078%
4/29/2026	Rockwood Wealth Management LLC	32,111	$1.41M	0.1%	N/A	0.193%
4/27/2026	TCI Wealth Advisors Inc.	28,478	$1.25M	0.1%	+46.6%	0.172%
4/27/2026	Flagstone Financial Management	28,812	$1.27M	0.3%	+2.6%	0.174%
4/27/2026	Financial Plan Inc.	712,325	$31.36M	3.4%	+18.6%	4.291%
4/25/2026	Bayshore Asset Management LLC	21,389	$942K	0.4%	-12.0%	0.129%
4/25/2026	BetterWealth LLC	339,282	$14.94M	2.9%	+2.4%	2.044%
4/24/2026	Root Financial Partners LLC	1,387	$61K	0.0%	N/A	0.008%
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4/24/2026	Equita Financial Network Inc.	207,355	$9.13M	2.9%	-0.6%	1.249%
4/23/2026	Forum Financial Management LP	32,899	$1.45M	0.0%	+5.2%	0.198%
4/23/2026	WMG Financial Advisors LLC	56,837	$2.50M	1.0%	-27.8%	0.342%
4/23/2026	Avant Financial Advisors LLC	17,082	$752K	0.5%	+9.2%	0.103%
4/23/2026	Networth Advisors LLC	68,573	$3.02M	2.1%	+4.7%	0.413%
4/22/2026	Lam Group Inc.	132,335	$5.83M	3.2%	+28.0%	0.797%
4/20/2026	Factor Wealth Management LTD	4,644	$204K	0.0%	-24.6%	0.028%
4/16/2026	Henrickson Nauta Wealth Advisors Inc.	12,387	$545K	0.2%	-50.0%	0.075%
4/16/2026	Sprinkle Financial Consultants LLC	53,546	$2.36M	1.1%	+39.9%	0.323%
4/16/2026	Prairiewood Capital LLC	308,563	$13.58M	3.9%	+8.1%	1.859%
3/9/2026	Corient Private Wealth LLC	170,079	$7.40M	0.0%	+5.0%	1.090%
2/23/2026	Beaird Harris Wealth Management LLC	71,891	$3.13M	0.2%	-2.8%	0.461%
2/19/2026	Axxcess Wealth Management LLC	61,803	$2.69M	0.0%	+154.3%	0.396%
2/19/2026	Corient Private Wealth LLC	170,079	$7.40M	0.0%	+5.0%	1.090%
2/18/2026	Mercer Global Advisors Inc. ADV	27,229	$1.19M	0.0%	-19.7%	0.175%
2/18/2026	Beacon Pointe Advisors LLC	45,588	$1.98M	0.0%	-1.2%	0.292%
2/17/2026	AQR Capital Management LLC	33,766	$1.47M	0.0%	+1.0%	0.216%
2/17/2026	Cardiff Park Advisors LLC	51,204	$2.23M	0.2%	-0.4%	0.328%
2/17/2026	GeoWealth Management LLC	26,038	$1.13M	0.0%	+10.6%	0.167%
2/17/2026	Osaic Holdings Inc.	13,345	$581K	0.0%	-47.4%	0.086%
2/17/2026	Capstone Financial Advisors Inc.	317,407	$13.82M	0.7%	+4.3%	2.035%
2/17/2026	Hill Investment Group Partners LLC	442,417	$19.26M	2.3%	-40.3%	2.836%
2/17/2026	Seaside Wealth Management Inc.	265,645	$11.56M	3.3%	+12.2%	1.703%
2/16/2026	Satovsky Asset Management LLC	22,140	$964K	0.2%	+1.1%	0.142%
2/16/2026	MML Investors Services LLC	71,412	$3.11M	0.0%	+15.0%	0.458%
2/16/2026	Mariner LLC	13,742	$598K	0.0%	+1.8%	0.088%
2/16/2026	Nicolet Advisory Services LLC	388,797	$17.13M	1.2%	-18.8%	2.492%
2/16/2026	North Ridge Wealth Advisors Inc.	105,039	$4.57M	2.6%	+1.8%	0.673%
2/16/2026	Focus Partners Wealth	279,529	$12.17M	0.0%	-15.8%	1.792%
2/16/2026	Garrison Point Advisors LLC	7,942	$346K	0.2%	+3.6%	0.051%
2/16/2026	Ariadne Wealth Management LP	9,433	$440K	0.2%	+13.2%	0.060%
2/16/2026	B&D White Capital Company LLC	35,117	$1.53M	0.2%	+111.9%	0.225%
2/13/2026	Kestra Advisory Services LLC	6,209	$270K	0.0%	N/A	0.040%
2/13/2026	marrick wealth LLC	50,686	$2.21M	1.8%	N/A	0.325%
2/12/2026	Jane Street Group LLC	23,338	$1.02M	0.0%	-70.2%	0.150%
2/12/2026	Financial Engines Advisors L.L.C.	14,497	$631K	0.0%	-9.9%	0.093%
2/12/2026	Commonwealth Equity Services LLC	45,124	$1.96M	0.0%	+5.6%	0.289%
2/12/2026	Haven Private LLC	22,165	$965K	0.4%	+4.2%	0.142%
2/12/2026	Burk Holdings LLC	64,385	$2.80M	1.3%	+2.6%	0.413%
2/11/2026	Empowered Funds LLC	1,149,737	$50.05M	0.4%	N/A	7.370%
2/11/2026	Focus Partners Advisor Solutions LLC	37,016	$1.61M	0.0%	-94.2%	0.237%
2/11/2026	LPL Financial LLC	257,798	$11.22M	0.0%	+18.3%	1.653%
2/11/2026	Endeavor Private Wealth Inc.	12,383	$539K	0.2%	+9.2%	0.079%
2/11/2026	Curio Wealth LLC	5,903	$258K	0.1%	+6.4%	0.038%
2/10/2026	Arcadia Wealth Management Inc.	60,082	$2.62M	1.5%	+10.2%	0.385%
2/10/2026	Cogent Private Wealth Inc.	16,057	$699K	0.5%	N/A	0.103%
2/10/2026	Northwestern Mutual Wealth Management Co.	14,973	$652K	0.0%	+2.8%	0.096%
2/10/2026	Savant Capital LLC	22,164	$965K	0.0%	+6.1%	0.142%
2/9/2026	Diversified Portfolios Inc.	16,428	$715K	0.1%	-15.7%	0.105%
2/9/2026	Flagstone Financial Management	28,087	$1.22M	0.3%	+5.4%	0.180%
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2/9/2026	Parkshore Wealth Management Inc.	27,220	$1.19M	0.4%	-29.5%	0.174%
2/6/2026	Lloyd Advisory Services LLC.	2,091	$91K	0.0%	N/A	0.013%
2/6/2026	Axxcess Wealth Management LLC	97,710	$4.25M	0.0%	+302.0%	0.626%
2/6/2026	Magnolia Private Wealth LLC	6,571	$286K	0.2%	-40.0%	0.042%
2/5/2026	Avantax Planning Partners Inc.	6,235	$271K	0.0%	+20.0%	0.040%
2/5/2026	PCG Wealth Advisors LLC	35,991	$1.57M	0.4%	+6.6%	0.231%
2/4/2026	Nwam LLC	5,385	$234K	0.0%	+7.6%	0.035%
2/3/2026	Allegiance Financial Group Advisory Services LLC	309,501	$13.47M	2.8%	+8.7%	1.984%
2/3/2026	Sequoia Financial Advisors LLC	367,012	$15.98M	0.1%	+54.4%	2.353%
2/2/2026	HTG Investment Advisors Inc.	90,972	$3.96M	1.2%	+20.7%	0.583%

AVRE Institutional Ownership - Frequently Asked Questions

During the previous two years, 148 institutional investors and hedge funds held shares of Avantis Real Estate ETF. The most heavily invested institutionals were Empowered Funds LLC ($54.48M), CCM Investment Group LLC ($51.43M), Sequoia Financial Advisors LLC ($43.48M), Financial Plan Inc. ($31.36M), Quantum Financial Advisors LLC ($21.57M), Hill Investment Group Partners LLC ($19.26M), and ShankerValleau Wealth Advisors Inc. ($18.20M).Learn more on Avantis Real Estate ETF's institutional investors.

Of the 133 institutional investors that purchased Avantis Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Empowered Funds LLC ($1.39M), CCM Investment Group LLC ($1.20M), Life Planning Partners Inc ($1.11M), Sequoia Financial Advisors LLC ($987.81K), Financial Plan Inc. ($712.33K), Focus Partners Advisor Solutions LLC ($618.91K), and Focus Partners Wealth ($329.12K).

Institutional investors have bought a total of 4,930,749 shares in the last 24 months. This purchase volume represents approximately $216.71M in transactions.

Of the 39 institutional investors that sold Avantis Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Focus Partners Advisor Solutions LLC ($597.63K), Hill Investment Group Partners LLC ($299.04K), Simplicity Wealth LLC ($102.09K), Nicolet Advisory Services LLC ($89.83K), CWM LLC ($66.07K), Corient Private Wealth LLC ($58.58K), and Jane Street Group LLC ($54.85K).

Institutional investors have sold a total of 1,537,498 shares in the last 24 months. This volume of shares sold represents approximately $67.25M in transactions.

Related Companies

Institutional ownership data for NYSEARCA:AVRE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.

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Avantis Real Estate ETF (AVRE) Institutional Ownership

AVRE Institutional Buying and Selling by Quarter

Avantis Real Estate ETF Major Shareholders & Ownership History

AVRE Institutional Ownership - Frequently Asked Questions

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Avantis Real Estate ETF (AVRE) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Avantis Real Estate ETF (NYSEARCA:AVRE)

AVRE Institutional Buying and Selling by Quarter

Avantis Real Estate ETF Major Shareholders & Ownership History

AVRE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVRE shares?

Which institutional investors have been buying Avantis Real Estate ETF's stock?

How much institutional buying is happening at Avantis Real Estate ETF?

Which of Avantis Real Estate ETF's major shareholders have been selling company stock?

How much institutional selling is happening at Avantis Real Estate ETF?

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