Who owns AVRE
Which tracked institutional funds hold AVRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVRE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on AVRE is one-sided between 2026-Q1 and 2026-Q2: 53 added or opened and 7 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AVRE’s largest tracked holder by dollar value, Empowered Funds, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVRE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 153 tracked filers holding AVRE, 100 increased or opened the position and 55 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AVRE between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- AXXCESS WEALTH MANAGEMENT, LLC$2M
- Baird Financial Group, Inc.$860K
- Ameritas Advisory Services, LLC$827K
- Private Advisor Group, LLC$728K
- Modera Wealth Management, LLC$645K
Full exits 4
- PARK AVENUE SECURITIES LLC$6M
- North Ridge Wealth Advisors, Inc.$5M
- CWM, LLC$4M
- Mariner, LLC$642K
Largest adds
- LPL Financial LLC$14M
- AMERICAN CENTURY COMPANIES INC$12M
- Financial Plan, Inc.$6M
- Sequoia Financial Advisors, LLC$5M
- Savant Capital, LLC$5M
- NICOLET BANKSHARES INC$3M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- B&D White Capital Company, LLC$635K
- Focus Partners Wealth$540K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Empowered Funds, LLC trimmed | 1,191,067 | $56M | 8.4% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 1,031,592 | $49M | 7.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 810,539 | $38M | 5.7% | 2026-Q2 |
| Financial Plan, Inc. added | 797,049 | $38M | 5.6% | 2026-Q2 |
| NICOLET BANKSHARES INC added | 619,231 | $29M | 4.4% | 2026-Q2 |
| LPL Financial LLC added | 578,807 | $27M | 4.1% | 2026-Q2 |
| Quantum Financial Advisors, LLC added | 455,253 | $22M | 3.2% | 2026-Q2 |
| ShankerValleau Wealth Advisors, Inc. added | 384,164 | $18M | 2.7% | 2026-Q2 |
| Allegiance Financial Group Advisory Services LLC added | 373,415 | $18M | 2.6% | 2026-Q2 |
| Hill Investment Group Partners, LLC trimmed | 365,402 | $17M | 2.6% | 2026-Q2 |
| BetterWealth, LLC added | 347,592 | $16M | 2.5% | 2026-Q2 |
| Prairiewood Capital, LLC added | 318,858 | $15M | 2.3% | 2026-Q2 |
| Capstone Financial Advisors, Inc. trimmed | 311,435 | $15M | 2.2% | 2026-Q2 |
| Seaside Wealth Management, Inc. added | 289,183 | $14M | 2.0% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 285,497 | $14M | 2.0% | 2026-Q2 |
| Physician Wealth Solutions Inc. trimmed | 283,674 | $13M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 275,963 | $13M | 2.0% | 2026-Q2 |
| Leading Edge Financial Planning LLC added | 264,621 | $13M | 1.9% | 2026-Q2 |
| Three Arch Wealth Management LLC added | 264,363 | $13M | 1.9% | 2026-Q2 |
| Focus Partners Wealth trimmed | 248,305 | $12M | 1.8% | 2026-Q2 |
| Equita Financial Network, Inc. added | 217,767 | $10M | 1.5% | 2026-Q2 |
| WorthPointe, LLC added | 197,395 | $9M | 1.4% | 2026-Q2 |
| Level Financial Advisors trimmed | 173,162 | $8M | 1.2% | 2026-Q2 |
| QUARRY HILL ADVISORS, LLC added | 173,097 | $8M | 1.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 156,367 | $7M | 1.1% | 2026-Q2 |
| Vestment Financial LLC trimmed | 151,508 | $7M | 1.1% | 2026-Q2 |
| SENTINEL WEALTH MANAGEMENT, INC. added | 144,001 | $7M | 1.0% | 2026-Q2 |
| LAM GROUP, INC. added | 134,940 | $6M | 1.0% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 131,354 | $6M | 0.9% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC added | 126,364 | $6M | 0.9% | 2026-Q2 |
| Simplicity Wealth,LLC added | 116,749 | $6M | 0.8% | 2026-Q2 |
| Savant Capital, LLC added | 115,904 | $5M | 0.8% | 2026-Q2 |
| HTG Investment Advisors, Inc. added | 110,303 | $5M | 0.8% | 2026-Q2 |
| Austin Wealth Management, LLC added | 106,113 | $5M | 0.8% | 2026-Q2 |
| Cerity Partners LLC added | 104,773 | $5M | 0.7% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 103,431 | $5M | 0.7% | 2026-Q2 |
| Valued Wealth Advisors LLC added | 97,930 | $5M | 0.7% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 89,648 | $4M | 0.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 84,291 | $4M | 0.6% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 83,714 | $4M | 0.6% | 2026-Q2 |
| Networth Advisors, LLC added | 79,140 | $4M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 78,615 | $4M | 0.6% | 2026-Q2 |
| Burk Holdings LLC added | 69,350 | $3M | 0.5% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC trimmed | 68,393 | $3M | 0.5% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 62,091 | $3M | 0.4% | 2026-Q2 |
| Arcadia Wealth Management, Inc. trimmed | 61,378 | $3M | 0.4% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 58,561 | $3M | 0.4% | 2026-Q2 |
| AE Wealth Management LLC added | 56,224 | $3M | 0.4% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 55,498 | $3M | 0.4% | 2026-Q2 |
| WMG Financial Advisors, LLC trimmed | 54,616 | $3M | 0.4% | 2026-Q2 |
| marrick wealth, LLC added | 53,531 | $3M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 49,376 | $2M | 0.3% | 2026-Q2 |
| Haven Private, LLC added | 48,491 | $2M | 0.3% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC trimmed | 46,091 | $2M | 0.3% | 2026-Q2 |
| DBK Financial Counsel, LLC trimmed | 44,247 | $2M | 0.3% | 2026-Q2 |
| BLVD Private Wealth, LLC added | 42,669 | $2M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 42,019 | $2M | 0.3% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 41,993 | $2M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 40,615 | $2M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 40,210 | $2M | 0.3% | 2026-Q2 |
| Life Planning Partners, Inc trimmed | 38,336 | $2M | 0.3% | 2026-Q2 |
| ENTREWEALTH, LLC added | 38,149 | $2M | 0.3% | 2026-Q2 |
| Rockwood Wealth Management, LLC added | 34,924 | $2M | 0.2% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 34,818 | $2M | 0.2% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 33,719 | $2M | 0.2% | 2026-Q2 |
| Pacific Life Fund Advisors LLC trimmed | 32,677 | $2M | 0.2% | 2026-Q2 |
| Forum Financial Management, LP trimmed | 31,009 | $1M | 0.2% | 2026-Q2 |
| GeoWealth Management, LLC added | 29,797 | $1M | 0.2% | 2026-Q2 |
| CoreCap Advisors, LLC added | 29,671 | $1M | 0.2% | 2026-Q2 |
| Apella Capital, LLC added | 29,266 | $1M | 0.2% | 2026-Q2 |
| Flagstone Financial Management added | 29,006 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 28,080 | $1M | 0.2% | 2026-Q2 |
| Empire Financial Management Company, LLC added | 27,688 | $1M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 27,059 | $1M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 25,252 | $1M | 0.2% | 2026-Q2 |
| SC&H Financial Advisors, Inc. trimmed | 25,174 | $1M | 0.2% | 2026-Q2 |
| TCI Wealth Advisors, Inc. trimmed | 24,615 | $1M | 0.2% | 2026-Q2 |
| B&D White Capital Company, LLC trimmed | 24,079 | $1M | 0.2% | 2026-Q2 |
| SATOVSKY ASSET MANAGEMENT LLC added | 22,272 | $1M | 0.2% | 2026-Q2 |
| BAYSHORE ASSET MANAGEMENT, LLC added | 21,408 | $1M | 0.2% | 2026-Q2 |
| Sanchez Levi Garrett added | 18,849 | $893K | 0.1% | 2026-Q2 |
| Cogent Private Wealth, Inc. added | 18,660 | $884K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,392 | $871K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. new | 18,148 | $860K | 0.1% | 2026-Q2 |
| SeedSafe Financial LLC | 17,944 | $850K | 0.1% | 2026-Q2 |
| Avant Financial Advisors LLC added | 17,620 | $835K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 17,462 | $827K | 0.1% | 2026-Q2 |
| Torren Management, LLC added | 16,794 | $796K | 0.1% | 2026-Q2 |
| MB Generational Wealth, LLC | 16,419 | $778K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 15,597 | $739K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 15,370 | $728K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 15,309 | $725K | 0.1% | 2026-Q2 |
| POINCIANA ADVISORS GROUP, LLC | 15,144 | $718K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 15,130 | $717K | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 14,543 | $689K | 0.1% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 14,063 | $666K | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC new | 13,620 | $645K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 13,618 | $645K | 0.1% | 2026-Q2 |
| Parkshore Wealth Management, Inc. trimmed | 13,609 | $645K | 0.1% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 12,912 | $612K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.