Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / REAL ESTATE ETF
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Number of holders
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2
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Total 13F shares, excl. options
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1.72K
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Shares change
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0
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Total reported value, excl. options
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$74.5K
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Price
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$43.28
Significant Holders of AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) as of Q4 2023
2 filings reported holding AVRE - AMERICAN CENTY ETF TR - REAL ESTATE ETF as of Q4 2023.
AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.72K shares
.
Largest 10 shareholders include Hill Investment Group Partners, LLC (705K shares), Quantum Financial Advisors, LLC (484K shares), JANE STREET GROUP, LLC (462K shares), Carlson Capital Management (373K shares), Merriman Wealth Management, LLC (258K shares), NICOLET ADVISORY SERVICES, LLC (253K shares), WorthPointe, LLC (252K shares), AMERICAN CENTURY COMPANIES INC (204K shares), Corient Private Wealth LLC (201K shares), and Aprio Wealth Management, LLC (200K shares).
This table shows the top 2 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.