Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / REAL ESTATE ETF
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Number of holders
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109
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Total 13F shares, excl. options
-
8.84M
-
Shares change
-
-98.3K
-
Total reported value, excl. options
-
$411M
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Value change
-
-$4.44M
-
Number of buys
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72
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Number of sells
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-31
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Price
-
$47.14
Significant Holders of AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) as of Q3 2024
114 filings reported holding AVRE - AMERICAN CENTY ETF TR - REAL ESTATE ETF as of Q3 2024.
AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) has 109 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.84M shares
.
Largest 10 shareholders include Empowered Funds, LLC (1.07M shares), Hill Investment Group Partners, LLC (731K shares), Quantum Financial Advisors, LLC (386K shares), Physician Wealth Solutions Inc. (311K shares), Merriman Wealth Management, LLC (282K shares), ShankerValleau Wealth Advisors, Inc. (282K shares), BetterWealth, LLC (281K shares), AMERICAN CENTURY COMPANIES INC (281K shares), NICOLET ADVISORY SERVICES, LLC (275K shares), and Capstone Financial Advisors, Inc. (265K shares).
This table shows the top 109 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.