Vault-13

AMERICAN CENTY ETF TR AVRE

REAL ESTATE ETF · ETP · CUSIP 025072356

156 institutional holders +7 vs Q1 2026
13,403,81513.4m shares reported held*
$635.6mreported value*
18 new 80 added 38 reduced 10 sold out net bought ≈ $50.8m (+1.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($49.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.42.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 27Q4 22: 51Q1 23: 62Q2 23: 73Q3 23: 77Q4 23: 93Q1 24: 99Q2 24: 101Q3 24: 111Q4 24: 122Q1 25: 134Q2 25: 135Q3 25: 134Q4 25: 146Q1 26: 149Q2 26: 156156Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202227
Q4 202251
Q1 202362
Q2 202373
Q3 202377
Q4 202393
Q1 202499
Q2 2024101
Q3 2024111
Q4 2024122
Q1 2025134
Q2 2025135
Q3 2025134
Q4 2025146
Q1 2026149
Q2 2026156

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 73 bought or addedQ3 24: 30 cut or sold outQ4 24: 68 bought or addedQ4 24: 42 cut or sold outQ4 24Q1 25: 88 bought or addedQ1 25: 38 cut or sold outQ2 25: 70 bought or addedQ2 25: 54 cut or sold outQ2 25Q3 25: 88 bought or addedQ3 25: 33 cut or sold outQ4 25: 82 bought or addedQ4 25: 42 cut or sold outQ4 25Q1 26: 82 bought or addedQ1 26: 57 cut or sold outQ2 26: 98 bought or addedQ2 26: 48 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247330
Q4 20246842
Q1 20258838
Q2 20257054
Q3 20258833
Q4 20258242
Q1 20268257
Q2 20269848

Biggest buyers

LPL Financial LLC Added +277,508+277.5k
AMERICAN CENTURY COMPANIES INC Added +202,441+202.4k
Savant Capital, LLC Added +93,840+93.8k
Financial Plan, Inc. Added +84,724+84.7k
Sequoia Financial Advisors, LLC Added +43,925+43.9k
AXXCESS WEALTH MANAGEMENT, LLC New +41,993+42.0k
Cerity Partners LLC Added +40,562+40.6k
Leading Edge Financial Planning LLC Added +38,751+38.8k
Allegiance Financial Group Advisory Services LLC Added +35,582+35.6k
Quantum Financial Advisors, LLC Added +31,011+31.0k

Biggest sellers

Empowered Funds, LLC Reduced -46,505-46.5k
Focus Partners Wealth Reduced -31,222-31.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -26,526-26.5k
Hill Investment Group Partners, LLC Reduced -24,001-24.0k
B&D White Capital Company, LLC Reduced -16,252-16.3k
Mariner, LLC Sold out -14,590-14.6k
Corient Private Wealth LP Reduced -14,113-14.1k
DBK Financial Counsel, LLC Reduced -8,295-8.3k
GTS SECURITIES LLC Sold out -6,858-6.9k
Avantax Planning Partners, Inc. Sold out -6,499-6.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Empowered Funds, LLC 0.30% of their portfolio NEWTOWN SQUARE, PA 1,191,0671.2m $56.4m $56.4m 0.30% Reduced -46.5k -46,505
2 Sequoia Financial Advisors, LLC 0.24% of their portfolio Akron, OH 1,031,5921.0m $48.9m $48.9m 0.24% Added +43.9k +43,925
3 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 810,539810.5k $38.4m $38.4m 0.02% Added +202.4k +202,441
4 Financial Plan, Inc. 3.58% of their portfolio BELLINGHAM, WA 797,049797.0k $37.8m $37.8m 3.58% Added +84.7k +84,724
5 NICOLET BANKSHARES INC 0.94% of their portfolio GREEN BAY, WI 619,231619.2k $29.5m $29.5m 0.94% Added +21.6k +21,648
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 578,807578.8k $27.4m $27.4m 0.01% Added +277.5k +277,508
7 Quantum Financial Advisors, LLC 2.13% of their portfolio SANTA MONICA, CA 455,253455.3k $21.6m $21.6m 2.13% Added +31.0k +31,011
8 ShankerValleau Wealth Advisors, Inc. 4.80% of their portfolio SKOKIE, IL 384,164384.2k $18.2m $18.2m 4.80% Added +10.5k +10,520
9 Allegiance Financial Group Advisory Services LLC 3.06% of their portfolio VIENNA, VA 373,415373.4k $17.7m $17.7m 3.06% Added +35.6k +35,582
10 Hill Investment Group Partners, LLC 1.77% of their portfolio ST. LOUIS, MO 365,402365.4k $17.3m $17.3m 1.77% Reduced -24.0k -24,001
11 BetterWealth, LLC 2.91% of their portfolio SAN JOSE, CA 347,592347.6k $16.5m $16.5m 2.91% Added +8.3k +8,310
12 Prairiewood Capital, LLC 3.92% of their portfolio FARGO, ND 318,858318.9k $15.1m $15.1m 3.92% Added +10.3k +10,295
13 Capstone Financial Advisors, Inc. 0.72% of their portfolio DOWNERS GROVE, IL 311,435311.4k $14.8m $14.8m 0.72% Reduced -5.1k -5,070
14 Seaside Wealth Management, Inc. 3.39% of their portfolio CARLSBAD, CA 289,183289.2k $13.7m $13.7m 3.39% Added +15.8k +15,772
15 LexAurum Advisors, LLC 1.56% of their portfolio OVERLAND PARK, KS 285,497285.5k $13.5m $13.5m 1.56% Reduced -1.1k -1,143
16 Physician Wealth Solutions Inc. 5.10% of their portfolio NORTH LAS VEGAS, NV 283,674283.7k $13.4m $13.4m 5.10% Reduced -5.3k -5,350
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 275,963276.0k $13.1m $13.1m 0.00% Added +26.9k +26,947
18 Leading Edge Financial Planning LLC 2.23% of their portfolio KNOXVILLE, TN 264,621264.6k $12.5m $12.5m 2.23% Added +38.8k +38,751
19 Three Arch Wealth Management LLC 1.92% of their portfolio IRVINE, CA 264,363264.4k $12.5m $12.5m 1.92% Added +20.8k +20,791
20 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 248,305248.3k $11.8m $11.8m 0.01% Reduced -31.2k -31,222
21 Equita Financial Network, Inc. 2.86% of their portfolio FORT WASHINGTON, PA 217,767217.8k $10.3m $10.3m 2.86% Added +10.4k +10,412
22 WorthPointe, LLC 2.35% of their portfolio La Jolla, CA 197,395197.4k $9.4m $9.4m 2.35% Added +2.2k +2,215
23 Level Financial Advisors 1.83% of their portfolio EAST AMHERST, NY 173,162173.2k $8.2m $8.2m 1.83% Reduced -83 -83
24 QUARRY HILL ADVISORS, LLC 3.15% of their portfolio ST PAUL, MN 173,097173.1k $8.2m $8.2m 3.15% Added +13.8k +13,835
25 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 156,367156.4k $7.4m $7.4m 0.01% Reduced -14.1k -14,113
26 Vestment Financial LLC 3.24% of their portfolio CHANHASSEN, MN 151,508151.5k $7.2m $7.2m 3.24% Reduced -3.3k -3,303
27 PARK AVENUE SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 144,563144.6k $6.8m $6.8m 0.04% Added +18.6k +18,601
28 SENTINEL WEALTH MANAGEMENT, INC. 4.81% of their portfolio RESTON, VA 144,001144.0k $6.8m $6.8m 4.81% Added +8.6k +8,553
29 LAM GROUP, INC. 3.18% of their portfolio LAKE OSWEGO, OR 134,940134.9k $6.4m $6.4m 3.18% Added +2.6k +2,605
30 Strategic Blueprint, LLC 0.31% of their portfolio ATLANTA, GA 131,354131.4k $6.2m $6.2m 0.31% Reduced -633 -633
31 COLLECTIVE FAMILY OFFICE LLC 1.22% of their portfolio YORK, PA 126,364126.4k $6.0m $6.0m 1.22% Added +7.0k +7,030
32 Simplicity Wealth,LLC 0.19% of their portfolio SUMMIT, NJ 116,749116.7k $5.5m $5.5m 0.19% Added +5.0k +5,044
33 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 115,904115.9k $5.5m $5.5m 0.02% Added +93.8k +93,840
34 HTG Investment Advisors, Inc. 1.34% of their portfolio NEW CANAAN, CT 110,303110.3k $5.2m $5.2m 1.34% Added +10.6k +10,569
35 Austin Wealth Management, LLC 1.10% of their portfolio Austin, TX 106,113106.1k $5.2m $5.2m 1.10% Added +2.2k +2,187
36 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 104,773104.8k $5.0m $5.0m 0.01% Added +40.6k +40,562
37 Chicago Partners Investment Group LLC 0.10% of their portfolio CHICAGO, IL 103,431103.4k $5.0m $5.0m 0.10% Added +2.4k +2,420
38 Valued Wealth Advisors LLC 1.69% of their portfolio HOLLADAY, UT 97,93097.9k $4.6m $4.6m 1.69% Added +3.7k +3,724
39 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 89,64889.6k $4.2m $4.2m 0.04% Added +1.6k +1,627
40 Wealthcare Advisory Partners LLC 0.08% of their portfolio WEST CHESTER, PA 84,29184.3k $4.0m $4.0m 0.08% Added +5.7k +5,699
41 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 83,71483.7k $4.0m $4.0m 0.03% Added +368 +368
42 Networth Advisors, LLC 2.18% of their portfolio CANONSBURG, PA 79,14079.1k $3.7m $3.7m 2.18% Added +10.6k +10,567
43 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 78,61578.6k $3.7m $3.7m 0.01% Added +15.1k +15,143
44 Burk Holdings LLC 1.21% of their portfolio TULSA, OK 69,35069.3k $3.3m $3.3m 1.21% Added +184 +184
45 Beaird Harris Wealth Management, LLC 0.20% of their portfolio DALLAS, TX 68,39368.4k $3.2m $3.2m 0.20% Reduced -1.1k -1,056
46 Sprinkle Financial Consultants LLC 1.15% of their portfolio LITTLETON, CO 62,09162.1k $2.9m $2.9m 1.15% Added +8.5k +8,545
47 Arcadia Wealth Management, Inc. 1.39% of their portfolio SMITHTOWN, NY 61,37861.4k $2.9m $2.9m 1.39% Reduced -2.4k -2,410
48 Aprio Wealth Management, LLC 0.14% of their portfolio ATLANTA, GA 58,56158.6k $2.8m $2.8m 0.14% Reduced -2.0k -1,969
49 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 56,22456.2k $2.7m $2.7m 0.01% Added +11.9k +11,924
50 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.78% of their portfolio HILLSDALE, NY 55,49855.5k $2.6m $2.6m 0.78% Unchanged
51 WMG Financial Advisors, LLC 0.98% of their portfolio Knoxville, TN 54,61654.6k $2.6m $2.6m 0.98% Reduced -2.2k -2,221
52 marrick wealth, LLC 1.80% of their portfolio IRVINE, CA 53,53153.5k $2.5m $2.5m 1.80% Added +792 +792
53 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 49,37649.4k $2.3m $2.3m 0.00% Added +2.0k +2,004
54 Haven Private, LLC 0.87% of their portfolio ORLANDO, FL 48,49148.5k $2.3m $2.3m 0.87% Added +21.0k +21,017
55 CARDIFF PARK ADVISORS, LLC 0.17% of their portfolio SAN MARCOS, CA 46,09146.1k $2.2m $2.2m 0.17% Reduced -3.5k -3,543
56 DBK Financial Counsel, LLC 1.76% of their portfolio CUYAHOGA FALLS, OH 44,24744.2k $2.1m $2.1m 1.76% Reduced -8.3k -8,295
57 BLVD Private Wealth, LLC 1.50% of their portfolio Prospect, KY 42,66942.7k $2.0m $2.0m 1.50% Added +868 +868
58 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 42,01942.0k $2.0m $2.0m 0.01% Reduced -581 -581
59 AXXCESS WEALTH MANAGEMENT, LLC 0.03% of their portfolio CARLSBAD, CA 41,99342.0k $2.0m $2.0m 0.03% New
60 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 40,61540.6k $1.9m $1.9m 0.00% Added +3.6k +3,607
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 40,21040.2k $1.9m $1.9m 0.00% Reduced -3.6k -3,642
62 Life Planning Partners, Inc 1.35% of their portfolio JACKSONVILLE, FL 38,33638.3k $1.8m $1.8m 1.35% Reduced -1.1k -1,089
63 ENTREWEALTH, LLC 0.68% of their portfolio AUSTIN, TX 38,14938.1k $1.8m $1.8m 0.68% Added +4.5k +4,498
64 Rockwood Wealth Management, LLC 0.10% of their portfolio New Hope, PA 34,92434.9k $1.7m $1.7m 0.10% Added +2.8k +2,813
65 PCG Wealth Advisors, LLC 0.37% of their portfolio OVERLAND PARK, KS 34,81834.8k $1.6m $1.6m 0.37% Added +257 +257
66 Werba Rubin Papier Wealth Management 0.19% of their portfolio SAN JOSE, CA 33,71933.7k $1.6m $1.6m 0.19% Added +3.4k +3,377
67 Pacific Life Fund Advisors LLC 0.17% of their portfolio NEWPORT BEACH, CA 32,67732.7k $1.5m $1.5m 0.17% Reduced -778 -778
68 Forum Financial Management, LP 0.02% of their portfolio LOMBARD, IL 31,00931.0k $1.5m $1.5m 0.02% Reduced -1.9k -1,890
69 GeoWealth Management, LLC 0.04% of their portfolio CHICAGO, IL 29,79729.8k $1.4m $1.4m 0.04% Added +1.7k +1,715
70 CoreCap Advisors, LLC 0.04% of their portfolio SOUTHFIELD, MI 29,67129.7k $1.4m $1.4m 0.04% Added +4.7k +4,680
71 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 29,26629.3k $1.4m $1.4m 0.02% Added +1.1k +1,077
72 Flagstone Financial Management 0.31% of their portfolio LINCOLN, NE 29,00629.0k $1.4m $1.4m 0.31% Added +194 +194
73 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 28,08028.1k $1.3m $1.3m 0.00% Added +451 +451
74 Empire Financial Management Company, LLC 0.52% of their portfolio NEW YORK, NY 27,68827.7k $1.3m $1.3m 0.52% Added +576 +576
75 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 27,05927.1k $1.3m $1.3m 0.00% Added +99 +99
76 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 25,25225.3k $1.2m $1.2m 0.01% Added +3.4k +3,437
77 SC&H Financial Advisors, Inc. 0.16% of their portfolio HUNT VALLEY, MD 25,17425.2k $1.2m $1.2m 0.16% Reduced -1.8k -1,819
78 TCI Wealth Advisors, Inc. 0.05% of their portfolio Tucson, AZ 24,61524.6k $1.2m $1.2m 0.05% Reduced -3.9k -3,863
79 B&D White Capital Company, LLC 0.11% of their portfolio Lakeway, TX 24,07924.1k $1.1m $1.1m 0.11% Reduced -16.3k -16,252
80 SATOVSKY ASSET MANAGEMENT LLC 0.17% of their portfolio NEW YORK, NY 22,27222.3k $1.1m $1.1m 0.17% Added +116 +116
81 BAYSHORE ASSET MANAGEMENT, LLC 0.36% of their portfolio CORAL GABLES, FL 21,40821.4k $1.0m $1.0m 0.36% Added +19 +19
82 Sanchez Levi Garrett 0.48% of their portfolio BELLEVUE, WA 18,84918.8k $893.0k $893.0k 0.48% Added +585 +585
83 Cogent Private Wealth, Inc. 0.55% of their portfolio ORLANDO, FL 18,66018.7k $884.1k $884.1k 0.55% Added +134 +134
84 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,39218.4k $871.4k $871.4k 0.00% Added +5.8k +5,821
85 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 18,14818.1k $859.9k $859.9k 0.00% New
86 SeedSafe Financial LLC 0.61% of their portfolio AUSTIN, TX 17,94417.9k $850.2k $850.2k 0.61% Unchanged
87 Avant Financial Advisors LLC 0.52% of their portfolio AUSTIN, TX 17,62017.6k $834.8k $834.8k 0.52% Added +538 +538
88 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 17,46217.5k $827.3k $827.3k 0.02% New
89 Torren Management, LLC 0.40% of their portfolio SAN DIEGO, CA 16,79416.8k $795.7k $795.7k 0.40% Added +12.3k +12,285
90 MB Generational Wealth, LLC 0.38% of their portfolio SPOKANE, WA 16,41916.4k $777.9k $777.9k 0.38% Unchanged
91 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 15,59715.6k $739.0k $739.0k 0.00% Added +343 +343
92 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 15,37015.4k $728.2k $728.2k 0.00% New
93 Fifth Third Securities, Inc. 0.04% of their portfolio Cincinnati, OH 15,30915.3k $725.3k $725.3k 0.04% Added +510 +510
94 POINCIANA ADVISORS GROUP, LLC 0.53% of their portfolio PALM BEACH GARDENS, FL 15,14415.1k $717.5k $717.5k 0.53% Unchanged
95 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 15,13015.1k $716.9k $716.9k 0.00% Added +48 +48
96 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 14,54314.5k $689.0k $689.0k 0.00% Added +46 +46
97 ENDEAVOR PRIVATE WEALTH, INC. 0.16% of their portfolio TOPEKA, KS 14,06314.1k $666.3k $666.3k 0.16% Added +1.8k +1,843
98 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 13,62013.6k $645.3k $645.3k 0.01% New
99 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,61813.6k $645.2k $645.2k 0.00% Added +616 +616
100 Parkshore Wealth Management, Inc. 0.19% of their portfolio Granite Bay, CA 13,60913.6k $644.8k $644.8k 0.19% Reduced -2.3k -2,255