There is a long list of 89 institutional holders of AVRE within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of AVRE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-AVRE table below, the initial column indicates the name of each top institutional holder of AVRE, with a link to that fund's top holdings. The next columns indicate the amount of AVRE stock held by each of the institutional holders of AVRE, followed by the AVRE position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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
Quantum Financial Advisors LLC	484,124	$20,967	12/31/2023
AVRE	484,124	$20,967	12/31/2023
Jane Street Group LLC	462,358	$20,025	12/31/2023
AVRE	462,358	$20,025	12/31/2023
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
Physician Wealth Solutions Inc.	187,325	$7,920	03/31/2024
AVRE	187,325	$7,920	03/31/2024
Prairiewood Capital LLC	181,428	$7,858	12/31/2023
AVRE	181,428	$7,858	12/31/2023
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	79,866	$3,459	12/31/2023
AVRE	79,866	$3,459	12/31/2023
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

See All: Funds Holding AVRE
See Details: Top 10 Hedge Funds Holding AVRE
Also See: AVRE Holdings Changes

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