147 tracked 13F filers disclose a position in AVRE as of the latest SEC 13F filings, a combined $622.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Empowered Funds, LLC | $54.5M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 2 | Sequoia Financial Advisors, LLC | $43.5M | 988K | ▲+169% Added · +621K sh | Q1 2026 | |
| 3 | Financial Plan, Inc. | $37.8M | 797K | ▲+12% Added · +85K sh | Q2 2026 | |
| 4 | NICOLET BANKSHARES INC | $29.5M | 619K | ▲+3.6% Added · +22K sh | Q2 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $26.8M | 608K | ▲+29% Added · +138K sh | Q1 2026 | |
| 6 | Quantum Financial Advisors, LLC | $21.6M | 455K | ▲+7.3% Added · +31K sh | Q2 2026 | |
| 7 | ShankerValleau Wealth Advisors, Inc. | $18.2M | 384K | ▲+2.8% Added · +11K sh | Q2 2026 | |
| 8 | Allegiance Financial Group Advisory Services LLC | $17.7M | 373K | ▲+11% Added · +36K sh | Q2 2026 | |
| 9 | Hill Investment Group Partners, LLC | $17.3M | 365K | ▼−6.2% Reduced · −24K sh | Q2 2026 | |
| 10 | BetterWealth, LLC | $16.5M | 348K | ▲+2.4% Added · +8K sh | Q2 2026 | |
| 11 | Prairiewood Capital, LLC | $15.1M | 319K | ▲+3.3% Added · +10K sh | Q2 2026 | |
| 12 | Capstone Financial Advisors, Inc. | $13.9M | 317K | ▼−0.3% Reduced · −902 sh | Q1 2026 | |
| 13 | LPL Financial LLC | $13.3M | 301K | ▲+17% Added · +44K sh | Q1 2026 | |
| 14 | LexAurum Advisors, LLC | $13.5M | 285K | ▼−0.4% Reduced · −1K sh | Q2 2026 | |
| 15 | Physician Wealth Solutions Inc. | $13.4M | 284K | ▼−1.9% Reduced · −5K sh | Q2 2026 | |
| 16 | Focus Partners Wealth | $12.3M | 280K | ▼~0% Reduced · −2 sh | Q1 2026 | |
| 17 | Leading Edge Financial Planning LLC | $12.5M | 265K | ▲+17% Added · +39K sh | Q2 2026 | |
| 18 | Three Arch Wealth Management LLC | $12.5M | 264K | ▲+8.5% Added · +21K sh | Q2 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $11.0M | 249K | ▲+8.0% Added · +19K sh | Q1 2026 | |
| 20 | Seaside Wealth Management, Inc. | $9.5M | 221K | ▲+5.7% Added · +12K sh | Q1 2025 | |
| 21 | Equita Financial Network, Inc. | $10.3M | 218K | ▲+5.0% Added · +10K sh | Q2 2026 | |
| 22 | WorthPointe, LLC | $9.4M | 197K | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 23 | Level Financial Advisors | $8.2M | 173K | ▼~0% Reduced · −83 sh | Q2 2026 | |
| 24 | QUARRY HILL ADVISORS, LLC | $8.2M | 173K | ▲+8.7% Added · +14K sh | Q2 2026 | |
| 25 | Corient Private Wealth LLC | $7.5M | 170K | ▲+0.2% Added · +401 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in AVRE and 33 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 72 funds | $16.1B |
| MICROSOFT CORPMSFT | 70 funds | $12.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 69 funds | $3.4B |
| AMAZON.COM INCAMZN | 68 funds | $9.3B |
| NVIDIA CORPNVDA | 66 funds | $21.8B |
| ALPHABET INC-CL CGOOG | 65 funds | $5.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 65 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 64 funds | $8.9B |
| AVANTIS US SMALL CAP VALUEAVUV | 64 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 63 funds | $2.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 63 funds | $2.3B |
| JOHNSON & JOHNSONJNJ | 62 funds | $2.3B |
Ranked by how many of AVRE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for AVRE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AVRE/capital-change-brief"
Use Arkolith's capital_change_brief for AVRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AVRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.