Funds holding Avantis Real Estate ETF
4 funds declare a position · 3 ETFs and 1 other funds · 26.3M $ · US0250723568
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Avantis All Equity Markets ETF American Century ETF Trust | 490,766 | 23.3M $ | 2.86 % | as of Feb 28, 2026 · Original filing |
| 2 | PSF Avantis Balanced Allocation Portfolio PACIFIC SELECT FUND | 33,455 | 1.5M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 3 | Avantis Moderate Allocation ETF American Century ETF Trust | 23,316 | 1.1M $ | 1.82 % | as of Feb 28, 2026 · Original filing |
| 4 | Avantis Total Equity Markets ETF American Century ETF Trust | 7,010 | 333.4K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
Institutional managers
147 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Empowered Funds, LLC | 1,237,572 | 54.5M $ | as of Mar 31, 2026 |
| Sequoia Financial Advisors, LLC | 987,667 | 43.5M $ | as of Mar 31, 2026 |
| Financial Plan, Inc. | 712,325 | 31.4M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 608,098 | 26.8M $ | as of Mar 31, 2026 |
| NICOLET BANKSHARES INC | 597,583 | 26.4M $ | as of Mar 31, 2026 |
| Quantum Financial Advisors, LLC | 424,242 | 18.7M $ | as of Mar 31, 2026 |
| Hill Investment Group Partners, LLC | 389,403 | 17.1M $ | as of Mar 31, 2026 |
| ShankerValleau Wealth Advisors, Inc. | 373,644 | 16.4M $ | as of Mar 31, 2026 |
| BetterWealth, LLC | 339,282 | 14.9M $ | as of Mar 31, 2026 |
| Allegiance Financial Group Advisory Services LLC | 337,833 | 14.9M $ | as of Mar 31, 2026 |
| Capstone Financial Advisors, Inc. | 316,505 | 13.9M $ | as of Mar 31, 2026 |
| Prairiewood Capital, LLC | 308,563 | 13.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 301,299 | 13.3M $ | as of Mar 31, 2026 |
| Physician Wealth Solutions Inc. | 289,024 | 12.7M $ | as of Mar 31, 2026 |
| LexAurum Advisors, LLC | 286,640 | 12.6M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 279,527 | 12.3M $ | as of Mar 31, 2026 |
| Seaside Wealth Management, Inc. | 273,411 | 12M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 249,016 | 11M $ | as of Mar 31, 2026 |
| Three Arch Wealth Management LLC | 243,572 | 10.7M $ | as of Mar 31, 2026 |
| Leading Edge Financial Planning LLC | 225,870 | 9.9M $ | as of Mar 31, 2026 |
| Equita Financial Network, Inc. | 207,355 | 9.1M $ | as of Mar 31, 2026 |
| WorthPointe, LLC | 195,180 | 8.6M $ | as of Mar 31, 2026 |
| QUARRY HILL ADVISORS, LLC | 159,262 | 7.6M $ | as of Mar 31, 2026 |
| Level Financial Advisors | 173,245 | 7.6M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 170,480 | 7.5M $ | as of Mar 31, 2026 |