Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / REAL ESTATE ETF
-
Number of holders
-
119
-
Total 13F shares, excl. options
-
10.7M
-
Shares change
-
+410K
-
Total reported value, excl. options
-
$449M
-
Value change
-
+$15.5M
-
Number of buys
-
66
-
Number of sells
-
-42
-
Price
-
$41.92
Significant Holders of AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) as of Q4 2024
131 filings reported holding AVRE - AMERICAN CENTY ETF TR - REAL ESTATE ETF as of Q4 2024.
AMERICAN CENTY ETF TR - REAL ESTATE ETF (AVRE) has 119 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.7M shares
.
Largest 10 shareholders include Empowered Funds, LLC (1.19M shares), CCM INVESTMENT GROUP, LLC (1.18M shares), Hill Investment Group Partners, LLC (764K shares), Quantum Financial Advisors, LLC (365K shares), Capstone Financial Advisors, Inc. (343K shares), ShankerValleau Wealth Advisors, Inc. (322K shares), Physician Wealth Solutions Inc. (314K shares), AMERICAN CENTURY COMPANIES INC (303K shares), Merriman Wealth Management, LLC (301K shares), and NICOLET ADVISORY SERVICES, LLC (288K shares).
This table shows the top 119 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.