Public ownership evidence

Avantis Real Estate ETF (AVRE) Ownership Disclosures

Read AVRE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Avantis Real Estate ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
156,367
Value (USD)
$7,408,686
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AVRE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AVRE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28156,367$7,408,686None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2027,059$1,282,055None
Beacon Pointe Advisors, LLC2026-06-302026-08-1942,019$1,990,857None
Sanchez Levi Garrett2026-06-302026-08-1818,849$893,046None
Corient Private Wealth LP2026-06-302026-08-18156,367$7,408,686None
Empowered Funds, LLC2026-06-302026-08-181,191,067$56,432,754None
Financial Plan, Inc.2026-06-302026-08-15797,049$37,763,808None
Synergy Investment Management, LLC2026-06-302026-08-15293$13,862None
Empire Financial Management Company, LLC2026-06-302026-08-1527,688$1,311,863None
Quarry LP2026-06-302026-08-151,437$68,085None
ENTREWEALTH, LLC2026-06-302026-08-1538,149$1,846,953None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-1514,063$666,319None
Ameritas Advisory Services, LLC2026-06-302026-08-1517,462$827,329None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,392$871,385None
Capstone Financial Advisors, Inc.2026-06-302026-08-15311,435$14,755,783None
JANE STREET GROUP, LLC2026-06-302026-08-158,008$379,419None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,490$212,736None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-1546,091$2,183,769None
Financial Engines Advisors L.L.C.2026-06-302026-08-1514,543$689,047None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,941$142,403None
MAI Capital Management2026-06-302026-08-158,415$398,703None
Cerity Partners LLC2026-06-302026-08-15104,773$4,964,347None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1540,615$1,924,316None
ROYAL BANK OF CANADA2026-06-302026-08-151,825$86,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-155,152$244,102None
Larson Financial Group LLC2026-06-302026-08-153$156None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15681$32,247None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,203$56,998None
Burk Holdings LLC2026-06-302026-08-1469,350$3,285,802None
Ariadne Wealth Management, LP2026-06-302026-08-149,437$447,118None
Quantinno Capital Management LP2026-06-302026-08-1415,597$739,023None
Creative Planning2026-06-302026-08-1428,080$1,330,437None
SATOVSKY ASSET MANAGEMENT LLC2026-06-302026-08-1422,272$1,055,235None
UMB Bank, n.a.2026-06-302026-08-14114$5,401None
MORGAN STANLEY2026-06-302026-08-141$52None
MORGAN STANLEY2026-06-302026-08-14244$11,561None
SeedSafe Financial LLC2026-06-302026-08-1317,944$850,187None
SeedSafe Financial LLC2026-03-312026-08-1317,944$789,895None
SeedSafe Financial LLC2025-12-312026-08-1317,944$781,102None
Hill Investment Group Partners, LLC2026-06-302026-08-13365,402$17,312,733None
Corient Private Wealth LP2026-06-302026-08-13156,367$7,408,686None
Integrated Wealth Concepts LLC2026-06-302026-08-13813$38,509None
Strategic Wealth Partners, Ltd.2026-06-302026-08-1319$899None
Baird Financial Group, Inc.2026-06-302026-08-13514$24,353None
Baird Financial Group, Inc.2026-06-302026-08-1317,634$835,499None
Focus Partners Wealth2026-06-302026-08-13248,305$11,764,710None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1315,130$716,862None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13251$11,892None
AMERICAN CENTURY COMPANIES INC2026-06-302026-08-13810,539$38,403,338None
JPMORGAN CHASE & CO2026-06-302026-08-13955$46,002None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Sanchez Levi Garrett ↗Corient Private Wealth LP ↗Empowered Funds, LLC ↗Financial Plan, Inc. ↗Synergy Investment Management, LLC ↗Empire Financial Management Company, LLC ↗Quarry LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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