Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / REAL ESTATE ETF
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Number of holders
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72
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Total 13F shares, excl. options
-
5.72M
-
Shares change
-
+938K
-
Total reported value, excl. options
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$234M
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Value change
-
+$38.4M
-
Number of buys
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54
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Number of sells
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-15
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Price
-
$40.94
Significant Holders of AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) as of Q2 2023
77 filings reported holding AVRE - AMERICAN CENTY ETF TR - REAL ESTATE ETF as of Q2 2023.
AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) has 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.72M shares
.
Largest 10 shareholders include Quantum Financial Advisors, LLC (969K shares), Hill Investment Group Partners, LLC (604K shares), WorthPointe, LLC (268K shares), JANE STREET GROUP, LLC (260K shares), Merriman Wealth Management, LLC (257K shares), BetterWealth, LLC (253K shares), Aprio Wealth Management, LLC (218K shares), NICOLET ADVISORY SERVICES, LLC (211K shares), LAM GROUP, INC. (193K shares), and Corient Private Wealth LLC (191K shares).
This table shows the top 72 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.