Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / REAL ESTATE ETF
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Number of holders
-
97
-
Total 13F shares, excl. options
-
7.78M
-
Shares change
-
+847K
-
Total reported value, excl. options
-
$329M
-
Value change
-
+$35.8M
-
Number of buys
-
61
-
Number of sells
-
-26
-
Price
-
$42.28
Significant Holders of AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) as of Q1 2024
100 filings reported holding AVRE - AMERICAN CENTY ETF TR - REAL ESTATE ETF as of Q1 2024.
AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.78M shares
.
Largest 10 shareholders include Hill Investment Group Partners, LLC (709K shares), JANE STREET GROUP, LLC (559K shares), Empowered Funds, LLC (440K shares), Quantum Financial Advisors, LLC (385K shares), ShankerValleau Wealth Advisors, Inc. (302K shares), Merriman Wealth Management, LLC (272K shares), BetterWealth, LLC (267K shares), NICOLET ADVISORY SERVICES, LLC (262K shares), WorthPointe, LLC (251K shares), and Aprio Wealth Management, LLC (244K shares).
This table shows the top 97 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.