HoldingsChannel.com
On this page, we present all of the funds holding AVRE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVRE, with a link to that fund's top holdings. The next columns indicate the amount of AVRE stock held by each of the funds holding AVRE, followed by the AVRE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 89 funds holding AVRE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Hill Investment Group Partners LLC. For more details on the positions held by Hill Investment Group Partners LLC (or by any of the other funds holding AVRE), click the fund name in the "Holder" column of the funds-holding-AVRE table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Hill Investment Group Partners LLC | 704,645 | $30,518 | 12/31/2023 |
| AVRE | 704,645 | $30,518 | 12/31/2023 |
| Jane Street Group LLC | 462,358 | $20,025 | 12/31/2023 |
| AVRE | 462,358 | $20,025 | 12/31/2023 |
| Quantum Financial Advisors LLC | 385,477 | $16,298 | 03/31/2024 |
| AVRE | 385,477 | $16,298 | 03/31/2024 |
| ShankerValleau Wealth Advisors Inc. | 301,940 | $12,766 | 03/31/2024 |
| AVRE | 301,940 | $12,766 | 03/31/2024 |
| BetterWealth LLC | 267,043 | $11,291 | 03/31/2024 |
| AVRE | 267,043 | $11,291 | 03/31/2024 |
| Merriman Wealth Management LLC | 258,098 | $11,178 | 12/31/2023 |
| AVRE | 258,098 | $11,178 | 12/31/2023 |
| WorthPointe LLC | 252,256 | $10,925 | 12/31/2023 |
| AVRE | 252,256 | $10,925 | 12/31/2023 |
| David Loasby | 253,229 | $10,762 | 12/31/2023 |
| AVRE | 253,229 | $10,762 | 12/31/2023 |
| Aprio Wealth Management LLC | 244,297 | $10,329 | 03/31/2024 |
| AVRE | 244,297 | $10,329 | 03/31/2024 |
| American Century Companies Inc. | 203,506 | $8,814 | 12/31/2023 |
| AVRE | 203,506 | $8,814 | 12/31/2023 |
| CI Private Wealth LLC | 200,550 | $8,686 | 12/31/2023 |
| AVRE | 200,550 | $8,686 | 12/31/2023 |
| Carlson Capital Management | 199,200 | $8,422 | 03/31/2024 |
| AVRE | 199,200 | $8,422 | 03/31/2024 |
| Prairiewood Capital LLC | 195,759 | $8,277 | 03/31/2024 |
| AVRE | 195,759 | $8,277 | 03/31/2024 |
| Physician Wealth Solutions Inc. | 187,325 | $7,920 | 03/31/2024 |
| AVRE | 187,325 | $7,920 | 03/31/2024 |
| Seaside Wealth Management Inc. | 178,319 | $7,539 | 03/31/2024 |
| AVRE | 178,319 | $7,539 | 03/31/2024 |
| CWM LLC | 166,784 | $7,052 | 03/31/2024 |
| AVRE | 166,784 | $7,052 | 03/31/2024 |
| Level Financial Advisors Inc. | 156,800 | $6,629 | 03/31/2024 |
| AVRE | 156,800 | $6,629 | 03/31/2024 |
| Allegiance Financial Group Advisory Services LLC | 136,344 | $5,905 | 12/31/2023 |
| AVRE | 136,344 | $5,905 | 12/31/2023 |
| Larson Financial Group LLC | 134,999 | $5,847 | 12/31/2023 |
| AVRE | 134,999 | $5,847 | 12/31/2023 |
| Nicolet Bankshares Inc. | 122,034 | $5,285 | 12/31/2023 |
| AVRE | 122,034 | $5,285 | 12/31/2023 |
| Resources Investment Advisors LLC. | 120,545 | $5,221 | 12/31/2023 |
| AVRE | 120,545 | $5,221 | 12/31/2023 |
| Waypoint Capital Advisors LLC | 108,978 | $4,720 | 12/31/2023 |
| AVRE | 108,978 | $4,720 | 12/31/2023 |
| Strategic Blueprint LLC | 106,020 | $4,483 | 03/31/2024 |
| AVRE | 106,020 | $4,483 | 03/31/2024 |
| North Ridge Wealth Advisors Inc. | 100,438 | $4,247 | 03/31/2024 |
| AVRE | 100,438 | $4,247 | 03/31/2024 |
| Equita Financial Network Inc. | 88,126 | $3,817 | 12/31/2023 |
| AVRE | 88,126 | $3,817 | 12/31/2023 |
| SOL Capital Management CO | 86,755 | $3,668 | 03/31/2024 |
| AVRE | 86,755 | $3,668 | 03/31/2024 |
| Quarry Hill Advisors LLC | 84,675 | $3,580 | 03/31/2024 |
| AVRE | 84,675 | $3,580 | 03/31/2024 |
| Chicago Partners Investment Group LLC | 86,249 | $3,427 | 03/31/2024 |
| AVRE | 86,249 | $3,427 | 03/31/2024 |
| Red Lighthouse Investment Management LLC | 78,812 | $3,413 | 12/31/2023 |
| AVRE | 78,812 | $3,413 | 12/31/2023 |
| Pacific Life Fund Advisors LLC | 80,668 | $3,411 | 03/31/2024 |
| AVRE | 80,668 | $3,411 | 03/31/2024 |
| Beaird Harris Wealth Management LLC | 70,229 | $3,042 | 12/31/2023 |
| AVRE | 70,229 | $3,042 | 12/31/2023 |
| Collective Family Office LLC | 62,602 | $2,647 | 03/31/2024 |
| AVRE | 62,602 | $2,647 | 03/31/2024 |
| LPL Financial LLC | 60,824 | $2,634 | 12/31/2023 |
| AVRE | 60,824 | $2,634 | 12/31/2023 |
| Cardiff Park Advisors LLC | 57,917 | $2,508 | 12/31/2023 |
| AVRE | 57,917 | $2,508 | 12/31/2023 |
| Envestnet Asset Management Inc. | 56,201 | $2,434 | 12/31/2023 |
| AVRE | 56,201 | $2,434 | 12/31/2023 |
| WMG Financial Advisors LLC | 55,607 | $2,408 | 12/31/2023 |
| AVRE | 55,607 | $2,408 | 12/31/2023 |
| DBK Financial Counsel LLC | 56,490 | $2,388 | 03/31/2024 |
| AVRE | 56,490 | $2,388 | 03/31/2024 |
| Valued Wealth Advisors LLC | 50,063 | $2,168 | 12/31/2023 |
| AVRE | 50,063 | $2,168 | 12/31/2023 |
| Lam Group Inc. | 42,105 | $1,780 | 03/31/2024 |
| AVRE | 42,105 | $1,780 | 03/31/2024 |
| Park Avenue Securities LLC | 40,455 | $1,710 | 03/31/2024 |
| AVRE | 40,455 | $1,710 | 03/31/2024 |
| JPMorgan Chase & Co. | 39,151 | $1,696 | 12/31/2023 |
| AVRE | 39,151 | $1,696 | 12/31/2023 |
| Waypoint Wealth Partners Inc. | 37,717 | $1,595 | 03/31/2024 |
| AVRE | 37,717 | $1,595 | 03/31/2024 |
| First Ascent Asset Management LLC | 34,611 | $1,499 | 12/31/2023 |
| AVRE | 34,611 | $1,499 | 12/31/2023 |
| Capstone Financial Advisors Inc. | 32,829 | $1,422 | 12/31/2023 |
| AVRE | 32,829 | $1,422 | 12/31/2023 |
| Austin Wealth Management LLC | 33,395 | $1,378 | 12/31/2023 |
| AVRE | 33,395 | $1,378 | 12/31/2023 |
| Apella Capital LLC | 27,799 | $1,167 | 03/31/2024 |
| AVRE | 27,799 | $1,167 | 03/31/2024 |
| HTG Investment Advisors Inc. | 26,047 | $1,128 | 12/31/2023 |
| AVRE | 26,047 | $1,128 | 12/31/2023 |
| SC&H Financial Advisors Inc. | 24,698 | $1,070 | 12/31/2023 |
| AVRE | 24,698 | $1,070 | 12/31/2023 |
| Creative Planning | 23,814 | $1,031 | 12/31/2023 |
| AVRE | 23,814 | $1,031 | 12/31/2023 |
| Satovsky Asset Management LLC | 21,072 | $891 | 03/31/2024 |
| AVRE | 21,072 | $891 | 03/31/2024 |
| Forum Financial Management LP | 18,841 | $816 | 12/31/2023 |
| AVRE | 18,841 | $816 | 12/31/2023 |
| MML Investors Services LLC | 17,971 | $778 | 12/31/2023 |
| AVRE | 17,971 | $778 | 12/31/2023 |
| Flagstone Financial Management | 16,841 | $729 | 12/31/2023 |
| AVRE | 16,841 | $729 | 12/31/2023 |
| Sprinkle Financial Consultants LLC | 14,186 | $600 | 03/31/2024 |
| AVRE | 14,186 | $600 | 03/31/2024 |
| Henrickson Nauta Wealth Advisors Inc. | 10,541 | $427 | 03/31/2024 |
| AVRE | 10,541 | $427 | 03/31/2024 |
| Commonwealth Equity Services LLC | 9,378 | $406 | 12/31/2023 |
| AVRE | 9,378 | $406 | 12/31/2023 |
| Bayshore Asset Management LLC | 9,212 | $399 | 12/31/2023 |
| AVRE | 9,212 | $399 | 12/31/2023 |
| AlphaQ Advisors LLC | 8,975 | $389 | 12/31/2023 |
| AVRE | 8,975 | $389 | 12/31/2023 |
| MB Generational Wealth LLC | 8,986 | $389 | 12/31/2023 |
| AVRE | 8,986 | $389 | 12/31/2023 |
| Werba Rubin Papier Wealth Management | 8,609 | $373 | 12/31/2023 |
| AVRE | 8,609 | $373 | 12/31/2023 |
| Mariner LLC | 8,421 | $365 | 12/31/2023 |
| AVRE | 8,421 | $365 | 12/31/2023 |
| Signature Resources Capital Management LLC | 8,085 | $350 | 03/31/2024 |
| AVRE | 8,085 | $350 | 03/31/2024 |
| Farther Finance Advisors LLC | 8,037 | $348 | 12/31/2023 |
| AVRE | 8,037 | $348 | 12/31/2023 |
| Willow Creek Wealth Management Inc. | 7,782 | $337 | 12/31/2023 |
| AVRE | 7,782 | $337 | 12/31/2023 |
| Abacus Planning Group Inc. | 7,609 | $322 | 03/31/2024 |
| AVRE | 7,609 | $322 | 03/31/2024 |
| Northwestern Mutual Wealth Management Co. | 7,299 | $316 | 12/31/2023 |
| AVRE | 7,299 | $316 | 12/31/2023 |
| Global Trust Asset Management LLC | 7,100 | $300 | 03/31/2024 |
| AVRE | 7,100 | $300 | 03/31/2024 |
| Good Life Advisors LLC | 6,891 | $298 | 12/31/2023 |
| AVRE | 6,891 | $298 | 12/31/2023 |
| Jackson Thornton Asset Management LLC | 5,983 | $259 | 12/31/2023 |
| AVRE | 5,983 | $259 | 12/31/2023 |
| Buckingham Strategic Partners | 5,915 | $256 | 12/31/2023 |
| AVRE | 5,915 | $256 | 12/31/2023 |
| Nwam LLC | 5,706 | $247 | 12/31/2023 |
| AVRE | 5,706 | $247 | 12/31/2023 |
| Eaton Cambridge Inc. | 5,645 | $244 | 12/31/2023 |
| AVRE | 5,645 | $244 | 12/31/2023 |
| Diversified Portfolios Inc. | 5,527 | $239 | 12/31/2023 |
| AVRE | 5,527 | $239 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 5,248 | $227 | 12/31/2023 |
| AVRE | 5,248 | $227 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 4,747 | $201 | 03/31/2024 |
| AVRE | 4,747 | $201 | 03/31/2024 |
| Allworth Financial LP | 4,659 | $197 | 03/31/2024 |
| AVRE | 4,659 | $197 | 03/31/2024 |
| Morton Brown Family Wealth LLC | 4,494 | $190 | 03/31/2024 |
| AVRE | 4,494 | $190 | 03/31/2024 |
| Tortoise Investment Management LLC | 3,925 | $170 | 12/31/2023 |
| AVRE | 3,925 | $170 | 12/31/2023 |
| IFP Advisors Inc | 3,517 | $152 | 12/31/2023 |
| AVRE | 3,517 | $152 | 12/31/2023 |
| True Wealth Design LLC | 3,144 | $136 | 12/31/2023 |
| AVRE | 3,144 | $136 | 12/31/2023 |
| Royal Bank of Canada | 2,291 | $99 | 12/31/2023 |
| AVRE | 2,291 | $99 | 12/31/2023 |
| Advisor Group Holdings Inc. | 1,397 | $61 | 12/31/2023 |
| AVRE | 1,397 | $61 | 12/31/2023 |
| Ronald Blue Trust Inc. | 1,291 | $56 | 12/31/2023 |
| AVRE | 1,291 | $56 | 12/31/2023 |
| Morris Financial Concepts Inc. | 691 | $29 | 03/31/2024 |
| AVRE | 691 | $29 | 03/31/2024 |
| Cherry Tree Wealth Management LLC | 623 | $27 | 12/31/2023 |
| AVRE | 623 | $27 | 12/31/2023 |
| UBS Group AG | 428 | $19 | 12/31/2023 |
| AVRE | 428 | $19 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 183 | $8 | 03/31/2024 |
| AVRE | 183 | $8 | 03/31/2024 |
| Aspect Partners LLC | 120 | $5 | 12/31/2023 |
| AVRE | 120 | $5 | 12/31/2023 |
| Morgan Stanley | 103 | $4 | 12/31/2023 |
| AVRE | 103 | $4 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| AVRE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of AVRE
See Details: Top 10 Hedge Funds Holding AVRE
Also See: AVRE Holdings Changes
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