§ EQUITY
USDAVRE
AVANTIS REAL ESTATE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
103 increased/new, 36 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Empowered Funds, LLC | 1.2M | n/a | +8% |
| Sequoia Financial Advisors, LLC | 988K | 0.2% | +169% |
| Financial Plan, Inc. | 712K | 3.4% | +19% |
| AMERICAN CENTURY COMPANIES INC | 608K | 0.0% | +29% |
| NICOLET BANKSHARES INC | 598K | 1.0% | +214% |
| Quantum Financial Advisors, LLC | 424K | 2.1% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for AVRE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER86.4% · 136 holders
DEALER / BANK5.8% · 7 holders
QUALITY / COMPOUNDER4.5% · 1 holder
SYSTEMATIC / QUANT3.3% · 2 holders
INCOME / DEFENSIVE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AVRE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AVRE yet.