How many institutions own AVRE stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own AVRE shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Avantis Real Estate ETF stock?

PHYSICIAN WEALTH SOLUTIONS INC., in the last quarter, reduced its stake in AVRE by -1.85% restricting it's holding to 283.67 thousand shares of worth nearly $13.44M. ARCADIA WEALTH MANAGEMENT, INC. also lessened -3.78% of the AVRE shares from its portfolio, reducing its holding to 61.38 thousand shares of worth $2.91M. WMG FINANCIAL ADVISORS, LLC also shunned AVRE shares holding by -3.91% last quarter which brought its holding to 54.62 thousand shares worth $2.59M.

Investors who are buying AVRE stock?

As per its latest 13F filing, SEQUOIA FINANCIAL ADVISORS, LLC increased its stake in AVRE by 4.45% in the last quarter. The institutional holder raised its holding to 1.03 million shares having worth more than $48.88M. AMERICAN CENTURY COMPANIES INC also added 33.29% more shares of AVRE to its portfolio, raising its holding to 810.54 thousand shares of worth $38.40M. NICOLET BANKSHARES INC also increased its AVRE shares holding by 3.62% which brought its holding to 619.23 thousand shares worth $29.49M.

AVRE's major insiders: who are they?

The insider with the most stakes in AVRE is N/A , N/A at the company. Additionally, AVRE stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell AVRE stock?

Company executives, directors, and other insiders own N/A percent of Avantis Real Estate ETF's stock. Within the last six months, there have been 0 transaction(s) in which AVRE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased AVRE stock?

There have been 0 transaction(s) during the past 6-months in which Avantis Real Estate ETF insiders have bought stock, totalling 0 shares

How much of AVRE does insiders own?

Around 0 Avantis Real Estate ETF shares are held by insiders, which represents about N/A of AVRE stock.

Who is the insider with the largest stake?

AVRE N/A, N/A holds the largest portfolio of the company's shares. AVRE shares owned by N/A total nearly -.

Which institution holds the most shares in AVRE?

SEQUOIA FINANCIAL ADVISORS, LLC is the largest institutional owner in AVRE which holds 1.03 million shares worth $48.88M or 5.95% of the total AVRE shares outstanding followed by AMERICAN CENTURY COMPANIES INC with ownership of 810.54 thousand shares representing 4.67% of the AVRE ownership. NICOLET BANKSHARES INC is the third largest stakeholder with 619.23 thousand shares or 3.57% of the ownership worth more than $29.49M.

Is Avantis Real Estate ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the AVRE is concerned, it is a stock which is optionable.

Is there a short position on AVRE's shares?

Number of AVRE shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding AVRE shares are there?

As of today, null shares of AVRE are outstanding.

Is there many float in AVRE stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, AVRE has null shares in float.

AVRE short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for AVRE is null.

Avantis Real Estate ETF (AVRE) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. SEQUOIA FINANCIAL ADVISORS, LLC is the top corporate investor, holding 1.03M shares valued at $48.88M. A 5.95% stake in Avantis Real Estate ETF is owned by the company. AMERICAN CENTURY COMPANIES INC owns 810.54K shares valued at $38.40M, which translates its holding of 4.67% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	5.95%	1.03M	48.88M	43.93K	+4.45%
Jun 30, 2026	AMERICAN CENTURY COMPANIES INC	4.67%	810.54K	38.4M	202.44K	+33.29%
Jun 30, 2026	NICOLET BANKSHARES INC	3.57%	619.23K	29.49M	21.65K	+3.62%
Jun 30, 2026	LPL FINANCIAL LLC	3.34%	578.81K	27.42M	277.51K	+92.10%
Jun 30, 2026	BETTERWEALTH, LLC	2%	347.59K	16.47M	8.31K	+2.45%
Jun 30, 2026	PRAIRIEWOOD CAPITAL, LLC	1.84%	318.86K	15.11M	10.3K	+3.34%
Jun 30, 2026	PHYSICIAN WEALTH SOLUTIONS INC.	1.63%	283.67K	13.44M	-5.35K	-1.85%
Jun 30, 2026	SENTINEL WEALTH MANAGEMENT, INC.	0.83%	144K	6.82M	8.55K	+6.31%
Jun 30, 2026	HTG INVESTMENT ADVISORS, INC.	0.64%	110.3K	5.23M	10.57K	+10.60%
Jun 30, 2026	AUSTIN WEALTH MANAGEMENT, LLC	0.61%	106.11K	5.19M	2.19K	+2.10%
Jun 30, 2026	SPRINKLE FINANCIAL CONSULTANTS LLC	0.36%	62.09K	2.94M	8.55K	+15.96%
Jun 30, 2026	ARCADIA WEALTH MANAGEMENT, INC.	0.35%	61.38K	2.91M	-2.41K	-3.78%
Jun 30, 2026	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.32%	55.5K	2.63M	0	0
Jun 30, 2026	WMG FINANCIAL ADVISORS, LLC	0.32%	54.62K	2.59M	-2.22K	-3.91%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	49.38K	2.34M	2K	+4.23%
Jun 30, 2026	HAVEN PRIVATE, LLC	0.29%	48.49K	2.3M	21.02K	+76.50%
Jun 30, 2026	FINANCIAL PLAN, INC.	4.59%	797.05K	37.76M	84.72K	+11.89%
Jun 30, 2026	EQUITA FINANCIAL NETWORK, INC.	1.26%	217.77K	10.32M	10.41K	+5.02%
Jun 30, 2026	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.39%	68.39K	3.24M	-1.06K	-1.52%
Jun 30, 2026	BURK HOLDINGS LLC	0.4%	69.35K	3.29M	184	+0.27%
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.48%	83.71K	3.97M	368	+0.44%
Jun 30, 2026	SIMPLICITY WEALTH,LLC	0.67%	116.75K	5.53M	5.04K	+4.52%
Jun 30, 2026	COLLECTIVE FAMILY OFFICE LLC	0.73%	126.36K	5.99M	7.03K	+5.89%
Jun 30, 2026	QUANTUM FINANCIAL ADVISORS, LLC	2.62%	455.25K	21.57M	31.01K	+7.31%
Jun 30, 2026	APRIO WEALTH MANAGEMENT, LLC	0.34%	58.56K	2.77M	-1.97K	-3.25%
Jun 30, 2026	EMPOWERED FUNDS, LLC	6.86%	1.19M	56.43M	-46.51K	-3.76%
Jun 30, 2026	AE WEALTH MANAGEMENT LLC	0.32%	56.22K	2.66M	11.92K	+26.92%
Jun 30, 2026	MML INVESTORS SERVICES, LLC	0.45%	78.62K	3.72M	15.14K	+23.86%
Jun 30, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.49%	84.29K	3.99M	5.7K	+7.25%
Jun 30, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.52%	89.65K	4.25M	1.63K	+1.85%
Jun 30, 2026	VALUED WEALTH ADVISORS LLC	0.56%	97.93K	4.64M	3.72K	+3.95%
Jun 30, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.6%	103.43K	5.02M	2.42K	+2.40%
Jun 30, 2026	CERITY PARTNERS LLC	0.6%	104.77K	4.96M	40.56K	+63.17%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.67%	115.9K	5.49M	93.84K	+425.31%
Jun 30, 2026	STRATEGIC BLUEPRINT, LLC	0.76%	131.35K	6.22M	-633	-0.48%
Jun 30, 2026	LAM GROUP, INC.	0.78%	134.94K	6.39M	2.61K	+1.97%
Jun 30, 2026	PARK AVENUE SECURITIES LLC	0.83%	144.56K	6.85M	18.6K	+14.77%
Jun 30, 2026	WORTHPOINTE, LLC	1.14%	197.4K	9.35M	2.22K	+1.13%
Jun 30, 2026		0.47%	79.14K	3.75M	10.57K	+15.41%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.59%	275.96K	13.08M	26.95K	+10.82%
Jun 30, 2026	VESTMENT FINANCIAL LLC	0.87%	151.51K	7.22M	-3.3K	-2.13%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.9%	156.37K	7.41M	-14.11K	-8.28%
Jun 30, 2026	QUARRY HILL ADVISORS, LLC	1%	173.1K	8.2M	13.84K	+8.69%
Jun 30, 2026	LEVEL FINANCIAL ADVISORS, INC.	1%	173.16K	8.2M	-83	-0.05%
Jun 30, 2026	COLONY GROUP, LLC	1.43%	248.31K	11.76M	-31.22K	-11.17%
Jun 30, 2026	LEADING EDGE FINANCIAL PLANNING LLC	1.53%	264.62K	12.54M	38.75K	+17.16%
Jun 30, 2026	LEXAURUM ADVISORS, LLC	1.65%	285.5K	13.53M	-1.14K	-0.40%
Jun 30, 2026	SEASIDE WEALTH MANAGEMENT, INC.	1.67%	289.18K	13.7M	15.77K	+5.77%
Jun 30, 2026	CAPSTONE FINANCIAL ADVISORS, INC.	1.79%	311.44K	14.76M	-5.07K	-1.60%
Jun 30, 2026	HILL INVESTMENT GROUP PARTNERS, LLC	2.11%	365.4K	17.31M	-24K	-6.16%
Jun 30, 2026	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	2.15%	373.42K	17.69M	35.58K	+10.53%
Jun 30, 2026	SHANKERVALLEAU WEALTH ADVISORS, INC.	2.21%	384.16K	18.2M	10.52K	+2.82%
Jun 30, 2026	NETWORTH ADVISORS, LLC	0.46%	79.14K	3.75M	10.57K	+15.41%
Jun 30, 2026	THREE ARCH WEALTH MANAGEMENT LLC	1.52%	264.36K	12.53M	20.79K	+8.54%
Mar 31, 2026	EQUITA FINANCIAL NETWORK, INC.	1.18%	207.36K	9.13M	-1.25K	-0.60%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.97%	170.48K	7.5M	401	+0.24%
Mar 31, 2026	SENTINEL WEALTH MANAGEMENT, INC.	0.77%	135.45K	5.96M	16.17K	+13.55%
Mar 31, 2026	STRATEGIC BLUEPRINT, LLC	0.75%	131.99K	5.81M	-4.67K	-3.42%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	47.37K	2.09M	2.25K	+4.98%
Mar 31, 2026	SPRINKLE FINANCIAL CONSULTANTS LLC	0.36%	53.55K	2.36M	15.28K	+39.92%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	1.41%	249.02K	10.96M	18.54K	+8.05%
Mar 31, 2026	LEXAURUM ADVISORS, LLC	1.63%	286.64K	12.62M	286.64K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	1.71%	301.3K	13.26M	43.5K	+16.87%
Mar 31, 2026	SEQUOIA FINANCIAL ADVISORS, LLC	5.6%	987.67K	43.48M	620.66K	+169.11%
Mar 31, 2026	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.31%	55.5K	2.44M	-592	-1.06%
Mar 31, 2026	ARCADIA WEALTH MANAGEMENT, INC.	0.36%	63.79K	2.81M	3.71K	+6.17%
Mar 31, 2026	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.57%	101.01K	4.74M	6.62K	+7.02%
Mar 31, 2026	COLLECTIVE FAMILY OFFICE LLC	0.68%	119.33K	5.25M	11.74K	+10.91%
Mar 31, 2026	LEADING EDGE FINANCIAL PLANNING LLC	1.28%	225.87K	9.94M	31.94K	+16.47%
Mar 31, 2026	LEVEL FINANCIAL ADVISORS, INC.	0.98%	173.25K	7.63M	30	+0.02%
Mar 31, 2026	LAM GROUP, INC.	0.75%	132.34K	5.83M	28.97K	+28.02%
Mar 31, 2026	PARK AVENUE SECURITIES LLC	0.71%	125.96K	5.55M	12.53K	+11.05%
Mar 31, 2026	VALUED WEALTH ADVISORS LLC	0.53%	94.21K	4.15M	692	+0.74%
Mar 31, 2026	CWM, LLC	0.47%	83.04K	3.66M	-46.23K	-35.77%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.45%	78.59K	3.46M	1.08K	+1.39%
Mar 31, 2026	WMG FINANCIAL ADVISORS, LLC	0.32%	56.84K	2.5M	-21.92K	-27.83%
Mar 31, 2026	COLONY GROUP, LLC	1.58%	279.53K	12.3M	-2	0.00%
Mar 31, 2026	PHYSICIAN WEALTH SOLUTIONS INC.	1.64%	289.02K	12.72M	-2.98K	-1.02%
Mar 31, 2026	CAPSTONE FINANCIAL ADVISORS, INC.	1.79%	316.51K	13.93M	-902	-0.28%
Mar 31, 2026	PRAIRIEWOOD CAPITAL, LLC	1.75%	308.56K	13.58M	23.03K	+8.06%
Mar 31, 2026	QUANTUM FINANCIAL ADVISORS, LLC	2.41%	424.24K	18.68M	14.68K	+3.59%
Mar 31, 2026	NICOLET BANKSHARES INC	3.39%	597.58K	26.43M	407.34K	+214.11%
Mar 31, 2026	MML INVESTORS SERVICES, LLC	0.36%	63.47K	2.79M	-7.94K	-11.12%
Mar 31, 2026	APRIO WEALTH MANAGEMENT, LLC	0.34%	60.53K	2.66M	-727	-1.19%
Mar 31, 2026		0.39%	68.57K	3.02M	3.07K	+4.69%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.47%	83.35K	3.67M	46.33K	+125.16%
Mar 31, 2026	RESOURCES INVESTMENT ADVISORS, LLC.	0.5%	88.02K	3.87M	3.17K	+3.73%
Mar 31, 2026	HTG INVESTMENT ADVISORS, INC.	0.57%	99.73K	4.39M	8.76K	+9.63%
Mar 31, 2026	BLVD PRIVATE WEALTH, LLC	0.27%	41.8K	1.84M	-647	-1.52%
Mar 31, 2026	JPMORGAN CHASE & CO	0.28%	43.85K	1.89M	42.49K	+3,110.25%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0.28%	44.3K	1.95M	4.18K	+10.42%
Mar 31, 2026	CERITY PARTNERS LLC	0.36%	64.21K	2.83M	64.21K	+100.00%
Mar 31, 2026	BURK HOLDINGS LLC	0.39%	69.17K	3.04M	4.78K	+7.43%
Mar 31, 2026	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.39%	69.45K	3.06M	-2.44K	-3.40%
Mar 31, 2026	NORTH RIDGE WEALTH ADVISORS, INC.	0.58%	102.84K	4.53M	-2.2K	-2.10%
Mar 31, 2026	AUSTIN WEALTH MANAGEMENT, LLC	0.59%	103.93K	4.66M	-32.95K	-24.08%
Mar 31, 2026	SIMPLICITY WEALTH,LLC	0.63%	111.71K	4.92M	-36	-0.03%
Mar 31, 2026	VESTMENT FINANCIAL LLC	0.88%	154.81K	7.43M	2.25K	+1.47%
Mar 31, 2026	QUARRY HILL ADVISORS, LLC	0.9%	159.26K	7.64M	14.8K	+10.24%
Mar 31, 2026	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	1.92%	337.83K	14.87M	28.33K	+9.15%
Mar 31, 2026	BETTERWEALTH, LLC	1.92%	339.28K	14.94M	7.79K	+2.35%
Mar 31, 2026	SHANKERVALLEAU WEALTH ADVISORS, INC.	2.12%	373.64K	16.45M	-10.42K	-2.71%
Mar 31, 2026	HILL INVESTMENT GROUP PARTNERS, LLC	2.21%	389.4K	17.14M	-53.01K	-11.98%
Mar 31, 2026	AMERICAN CENTURY COMPANIES INC	3.45%	608.1K	26.77M	137.95K	+29.34%
Mar 31, 2026	EMPOWERED FUNDS, LLC	7.02%	1.24M	54.48M	87.84K	+7.64%
Mar 31, 2026	SEASIDE WEALTH MANAGEMENT, INC.	1.55%	273.41K	12.04M	7.77K	+2.92%
Mar 31, 2026	WORTHPOINTE, LLC	1.11%	195.18K	8.59M	-33.15K	-14.52%
Dec 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	2.72%	409.56K	17.83M	24.57K	+6.38%
Dec 31, 2025	CITADEL ADVISORS LLC	0.74%	109.77K	4.78M	-20.3K	-15.61%
Dec 31, 2025	QUARRY HILL ADVISORS, LLC	0.96%	144.47K	6.29M	14.71K	+11.34%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.41%	61.8K	2.69M	37.5K	+154.28%
Dec 31, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	2.14%	317.41K	13.82M	13.09K	+4.30%
Dec 31, 2025	EMPOWERED FUNDS, LLC	7.63%	1.15M	50.05M	1.15M	+100.00%
Dec 31, 2025	SIMPLICITY WEALTH,LLC	0.74%	111.74K	4.86M	6.26K	+5.93%
Dec 31, 2025	SEASIDE WEALTH MANAGEMENT, INC.	1.79%	265.65K	11.56M	28.88K	+12.20%
Dec 31, 2025	COLLECTIVE FAMILY OFFICE LLC	0.71%	107.6K	4.68M	4.28K	+4.14%
Dec 31, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.37%	56.09K	2.44M	-6.13K	-9.85%
Dec 31, 2025	ARCADIA WEALTH MANAGEMENT, INC.	0.4%	60.08K	2.62M	5.56K	+10.19%
Dec 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.41%	61.26K	2.67M	-263	-0.43%
Dec 31, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.48%	71.89K	3.13M	-2.11K	-2.85%
Dec 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.56%	84.85K	3.69M	-3.75K	-4.23%
Dec 31, 2025	HTG INVESTMENT ADVISORS, INC.	0.6%	90.97K	3.96M	15.61K	+20.72%
Dec 31, 2025	CWM, LLC	0.87%	129.27K	5.63M	-53.01K	-29.08%
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	0.91%	136.66K	5.95M	-2.65K	-1.90%
Dec 31, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.91%	136.88K	6.02M	6.73K	+5.17%
Dec 31, 2025	LAM GROUP, INC.	0.69%	103.37K	4.5M	2.56K	+2.54%
Dec 31, 2025	MML INVESTORS SERVICES, LLC	0.48%	71.41K	3.11M	9.33K	+15.03%
Dec 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.63%	94.39K	4.19M	-711	-0.75%
Dec 31, 2025		0.44%	65.5K	2.85M	65.5K	+100.00%
Dec 31, 2025	AMERICAN CENTURY COMPANIES INC	3.13%	470.15K	20.47M	97.55K	+26.18%
Dec 31, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	2.98%	442.42K	19.26M	-299.04K	-40.33%
Dec 31, 2025	VALUED WEALTH ADVISORS LLC	0.62%	93.51K	4.07M	5.14K	+5.81%
Dec 31, 2025	WMG FINANCIAL ADVISORS, LLC	0.52%	78.76K	3.43M	-4.2K	-5.06%
Dec 31, 2025	SENTINEL WEALTH MANAGEMENT, INC.	0.79%	119.28K	5.19M	19.39K	+19.41%
Dec 31, 2025	PARK AVENUE SECURITIES LLC	0.75%	113.43K	4.94M	12.36K	+12.22%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	1.13%	170.08K	7.4M	8.13K	+5.02%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0.27%	40.12K	1.75M	11.66K	+40.99%
Dec 31, 2025	LPL FINANCIAL LLC	1.71%	257.8K	11.22M	39.9K	+18.31%
Dec 31, 2025	LEADING EDGE FINANCIAL PLANNING LLC	1.29%	193.93K	8.44M	42.45K	+28.03%
Dec 31, 2025	NORTH RIDGE WEALTH ADVISORS, INC.	0.7%	105.04K	4.57M	1.81K	+1.76%
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.51%	77.52K	3.37M	3.87K	+5.26%
Dec 31, 2025	DBK FINANCIAL COUNSEL, LLC	0.35%	52.38K	2.28M	-1.04K	-1.94%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	45.12K	1.96M	2.39K	+5.59%
Dec 31, 2025	SPRINKLE FINANCIAL CONSULTANTS LLC	0.25%	38.27K	1.67M	2.57K	+7.20%
Dec 31, 2025	BURK HOLDINGS LLC	0.43%	64.39K	2.8M	1.64K	+2.62%
Dec 31, 2025	PRAIRIEWOOD CAPITAL, LLC	1.9%	285.54K	12.43M	28.91K	+11.26%
Dec 31, 2025	COLONY GROUP, LLC	1.86%	279.53K	12.17M	-52.6K	-15.84%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.55%	230.47K	10.03M	20.17K	+9.59%
Dec 31, 2025	NICOLET BANKSHARES INC	1.26%	190.25K	8.28M	5.55K	+3.01%
Dec 31, 2025	LEVEL FINANCIAL ADVISORS, INC.	1.15%	173.22K	7.54M	9.14K	+5.57%
Dec 31, 2025	VESTMENT FINANCIAL LLC	1.01%	152.56K	6.71M	14.06K	+10.15%
Dec 31, 2025	BLVD PRIVATE WEALTH, LLC	0.28%	42.45K	1.85M	-598	-1.39%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.31%	45.59K	1.98M	-534	-1.16%
Dec 31, 2025	EQUITA FINANCIAL NETWORK, INC.	1.39%	208.6K	9.08M	20.32K	+10.79%
Dec 31, 2025	WORTHPOINTE, LLC	1.52%	228.33K	9.94M	-6K	-2.56%
Dec 31, 2025	PHYSICIAN WEALTH SOLUTIONS INC.	1.94%	292.01K	12.71M	-4.18K	-1.41%
Dec 31, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	2.06%	309.5K	13.47M	24.71K	+8.68%
Dec 31, 2025	BETTERWEALTH, LLC	2.2%	331.49K	14.43M	14.84K	+4.69%
Dec 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	2.44%	367.01K	15.98M	129.26K	+54.37%
Dec 31, 2025	SHANKERVALLEAU WEALTH ADVISORS, INC.	2.55%	384.06K	16.72M	25.78K	+7.20%
Dec 31, 2025	NICOLET ADVISORY SERVICES, LLC	2.59%	388.8K	17.13M	-89.83K	-18.77%
Sep 30, 2025	VALUED WEALTH ADVISORS LLC	0.59%	88.38K	3.93M	8.48K	+10.62%
Sep 30, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	4.97%	741.46K	32.98M	4.47K	+0.61%
Sep 30, 2025	JANE STREET GROUP, LLC	0.52%	78.19K	3.48M	46.23K	+144.67%
Sep 30, 2025	BLVD PRIVATE WEALTH, LLC	0.29%	43.05K	1.91M	3.99K	+10.22%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.29%	42.74K	1.9M	1.4K	+3.37%
Sep 30, 2025	SOL CAPITAL MANAGEMENT CO	0.27%	40.39K	1.8M	-3.35K	-7.65%
Sep 30, 2025	FORUM FINANCIAL MANAGEMENT, LP	0.24%	35.92K	1.6M	-4.95K	-12.12%
Sep 30, 2025	SPRINKLE FINANCIAL CONSULTANTS LLC	0.24%	35.7K	1.59M	2.85K	+8.68%
Sep 30, 2025	PACIFIC LIFE FUND ADVISORS LLC	0.24%	35.61K	1.58M	360	+1.02%
Sep 30, 2025	PCG WEALTH ADVISORS, LLC	0.23%	33.76K	1.5M	33.76K	+100.00%
Sep 30, 2025	LIFE PLANNING PARTNERS, INC	0.21%	31.64K	1.41M	2.45K	+8.41%
Sep 30, 2025	ENTREWEALTH, LLC	0.19%	29.02K	1.29M	5.71K	+24.52%
Sep 30, 2025	PRAIRIEWOOD CAPITAL, LLC	1.72%	256.63K	11.41M	22.17K	+9.45%
Sep 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	1.59%	237.75K	10.58M	113.17K	+90.84%
Sep 30, 2025	SEASIDE WEALTH MANAGEMENT, INC.	1.59%	236.77K	10.53M	6.95K	+3.02%
Sep 30, 2025	LPL FINANCIAL LLC	1.46%	217.9K	9.69M	37.94K	+21.08%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.93%	139.31K	6.2M	5.9K	+4.43%
Sep 30, 2025	VESTMENT FINANCIAL LLC	0.93%	138.51K	6.15M	9.97K	+7.75%
Sep 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.87%	130.16K	5.87M	8.72K	+7.18%
Sep 30, 2025	CITADEL ADVISORS LLC	0.87%	130.07K	5.79M	7.55K	+6.16%
Sep 30, 2025	COLLECTIVE FAMILY OFFICE LLC	0.69%	103.32K	4.6M	1.67K	+1.64%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.64%	95.1K	4.25M	1.08K	+1.15%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.42%	62.08K	2.76M	791	+1.29%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.41%	210.3K	9.35M	31.07K	+17.34%
Sep 30, 2025	QUARRY HILL ADVISORS, LLC	0.87%	129.75K	5.77M	13.75K	+11.85%
Sep 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.59%	88.6K	3.94M	-10.06K	-10.19%
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	4.26%	634.65K	28.19M	312.08K	+96.75%
Sep 30, 2025	NICOLET ADVISORY SERVICES, LLC	3.21%	478.63K	21.1M	152.26K	+46.65%
Sep 30, 2025	NICOLET BANKSHARES INC	1.24%	184.7K	8.22M	37.44K	+25.42%
Sep 30, 2025	CWM, LLC	1.22%	182.28K	8.11M	-13.06K	-6.69%
Sep 30, 2025	LEVEL FINANCIAL ADVISORS, INC.	1.1%	164.07K	7.3M	6.99K	+4.45%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	1.09%	161.95K	7.2M	-7.94K	-4.67%
Sep 30, 2025	LEADING EDGE FINANCIAL PLANNING LLC	1.02%	151.48K	6.74M	25.45K	+20.20%
Sep 30, 2025	NORTH RIDGE WEALTH ADVISORS, INC.	0.69%	103.23K	4.59M	94	+0.09%
Sep 30, 2025	PARK AVENUE SECURITIES LLC	0.68%	101.07K	4.5M	12.95K	+14.69%
Sep 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.41%	61.52K	2.74M	563	+0.92%
Sep 30, 2025	ARCADIA WEALTH MANAGEMENT, INC.	0.37%	54.53K	2.43M	2.1K	+4.01%
Sep 30, 2025	DBK FINANCIAL COUNSEL, LLC	0.36%	53.42K	2.38M	100	+0.19%
Sep 30, 2025	CARDIFF PARK ADVISORS, LLC	0.34%	51.42K	2.29M	-63	-0.12%
Sep 30, 2025	SHANKERVALLEAU WEALTH ADVISORS, INC.	2.4%	358.28K	15.94M	20.5K	+6.07%
Sep 30, 2025	COLONY GROUP, LLC	2.23%	332.13K	14.77M	25.12K	+8.18%
Sep 30, 2025	BETTERWEALTH, LLC	2.12%	316.65K	14.08M	2.61K	+0.83%
Sep 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	2.04%	304.32K	13.54M	-1.22K	-0.40%
Sep 30, 2025	PHYSICIAN WEALTH SOLUTIONS INC.	1.99%	296.18K	13.17M	-1.76K	-0.59%
Sep 30, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	1.91%	284.79K	12.67M	35.04K	+14.03%
Sep 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.56%	82.96K	3.69M	-11.4K	-12.08%
Sep 30, 2025	HTG INVESTMENT ADVISORS, INC.	0.51%	75.36K	3.35M	9.06K	+13.66%
Sep 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.5%	74K	3.29M	-8.56K	-10.37%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.49%	73.65K	3.28M	1.21K	+1.67%
Sep 30, 2025	LAM GROUP, INC.	0.68%	100.81K	4.48M	11.69K	+13.12%
Sep 30, 2025	SENTINEL WEALTH MANAGEMENT, INC.	0.67%	99.89K	4.44M	39.06K	+64.20%
Sep 30, 2025	BURK HOLDINGS LLC	0.42%	62.74K	2.79M	418	+0.67%
Sep 30, 2025	WORTHPOINTE, LLC	1.57%	234.32K	10.42M	-124	-0.05%
Sep 30, 2025	LEXAURUM ADVISORS, LLC	1.49%	221.54K	9.85M	21.91K	+10.97%
Sep 30, 2025	SIMPLICITY WEALTH,LLC	0.71%	105.48K	4.69M	-102.09K	-49.18%
Sep 30, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.42%	62.22K	2.77M	220	+0.35%
Sep 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	2.58%	384.99K	17.12M	22.19K	+6.12%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	2.5%	372.6K	16.57M	24.82K	+7.14%
Sep 30, 2025	EQUITA FINANCIAL NETWORK, INC.	1.26%	188.29K	8.37M	18.5K	+10.89%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.31%	46.12K	2.05M	46.12K	+100.00%
Jun 30, 2025	CARDIFF PARK ADVISORS, LLC	0.37%	51.48K	2.27M	-6.63K	-11.41%
Jun 30, 2025	NORTH RIDGE WEALTH ADVISORS, INC.	0.75%	103.13K	4.55M	301	+0.29%
Jun 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.88%	121.43K	5.29M	47.38K	+63.97%
Jun 30, 2025	LEXAURUM ADVISORS, LLC	1.45%	199.63K	8.82M	63.79K	+46.96%
Jun 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.68%	94.02K	4.24M	-95	-0.10%
Jun 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.69%	94.36K	4.17M	-2.92K	-3.00%
Jun 30, 2025		0.38%	52.43K	2.32M	1.66K	+3.26%
Jun 30, 2025	PRAIRIEWOOD CAPITAL, LLC	1.71%	234.47K	10.35M	8.47K	+3.75%
Jun 30, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	1.82%	249.75K	11.03M	19.65K	+8.54%
Jun 30, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	2.23%	305.55K	13.49M	25.3K	+9.03%
Jun 30, 2025	COLONY GROUP, LLC	2.24%	307.01K	13.56M	3.01K	+0.99%
Jun 30, 2025	BETTERWEALTH, LLC	2.29%	314.04K	13.87M	7.58K	+2.47%
Jun 30, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.45%	62K	2.74M	-16.88K	-21.40%
Jun 30, 2025	HTG INVESTMENT ADVISORS, INC.	0.48%	66.3K	2.93M	5.02K	+8.18%
Jun 30, 2025	PARK AVENUE SECURITIES LLC	0.64%	88.13K	3.89M	10.4K	+13.37%
Jun 30, 2025	LAM GROUP, INC.	0.65%	89.12K	3.94M	-16.1K	-15.30%
Jun 30, 2025	ARCADIA WEALTH MANAGEMENT, INC.	0.38%	52.43K	2.32M	1.66K	+3.26%
Jun 30, 2025	PARKSHORE WEALTH MANAGEMENT, INC.	0.43%	58.69K	2.59M	-11.41K	-16.28%
Jun 30, 2025	SENTINEL WEALTH MANAGEMENT, INC.	0.44%	60.84K	2.69M	60.84K	+100.00%
Jun 30, 2025	BURK HOLDINGS LLC	0.45%	62.32K	2.75M	-1.28K	-2.01%
Jun 30, 2025	VESTMENT FINANCIAL LLC	0.94%	128.54K	5.7M	9.24K	+7.75%
Jun 30, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.72%	98.66K	4.36M	-18.49K	-15.78%
Jun 30, 2025	COLLECTIVE FAMILY OFFICE LLC	0.74%	101.65K	4.49M	-8.58K	-7.78%
Jun 30, 2025	QUARRY HILL ADVISORS, LLC	0.84%	116K	5.12M	1.87K	+1.63%
Jun 30, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.91%	124.58K	5.5M	-145	-0.12%
Jun 30, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.92%	126.03K	5.57M	21.91K	+21.04%
Jun 30, 2025	EQUITA FINANCIAL NETWORK, INC.	1.24%	169.79K	7.5M	-12.15K	-6.68%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	1.24%	169.89K	7.5M	-58.58K	-25.64%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.31%	179.23K	7.91M	18.04K	+11.19%
Jun 30, 2025	LPL FINANCIAL LLC	1.31%	179.96K	7.95M	27.55K	+18.08%
Jun 30, 2025	CWM, LLC	1.42%	195.34K	8.63M	3.4K	+1.77%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	2.35%	322.56K	14.24M	265.42K	+464.44%
Jun 30, 2025	SHANKERVALLEAU WEALTH ADVISORS, INC.	2.46%	337.78K	14.92M	6.95K	+2.10%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	2.53%	347.78K	15.36M	23.49K	+7.24%
Jun 30, 2025	QUANTUM FINANCIAL ADVISORS, LLC	2.64%	362.8K	16.02M	-3.14K	-0.86%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	41.34K	1.83M	2.23K	+5.70%
Jun 30, 2025	SOL CAPITAL MANAGEMENT CO	0.32%	43.74K	1.93M	-2.37K	-5.14%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.35%	47.6K	2.1M	15.62K	+48.82%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.97%	133.4K	5.89M	10.26K	+8.33%
Jun 30, 2025	NICOLET BANKSHARES INC	1.07%	147.26K	6.5M	6.81K	+4.85%
Jun 30, 2025	LEVEL FINANCIAL ADVISORS, INC.	1.14%	157.09K	6.94M	-644	-0.41%
Jun 30, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	5.37%	736.99K	32.55M	-32.38K	-4.21%
Jun 30, 2025	EMPOWERED FUNDS, LLC	8.19%	1.12M	49.68M	-76.16K	-6.34%
Jun 30, 2025	SIMPLICITY WEALTH,LLC	1.51%	207.58K	9.17M	110.3K	+113.39%
Jun 30, 2025	DBK FINANCIAL COUNSEL, LLC	0.39%	53.32K	2.35M	-702	-1.30%
Jun 30, 2025	APRIO WEALTH MANAGEMENT, LLC	0.44%	60.96K	2.69M	-9.39K	-13.35%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.45%	61.29K	2.71M	7.23K	+13.37%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.53%	72.44K	3.2M	-13.59K	-15.79%
Jun 30, 2025	VALUED WEALTH ADVISORS LLC	0.58%	79.9K	3.53M	3.52K	+4.61%
Jun 30, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.6%	82.56K	3.65M	-1.13K	-1.35%
Jun 30, 2025	CITADEL ADVISORS LLC	0.89%	122.52K	5.41B	99.73K	+437.61%
Jun 30, 2025	SEASIDE WEALTH MANAGEMENT, INC.	1.67%	229.82K	10.15M	8.44K	+3.81%
Jun 30, 2025	WORTHPOINTE, LLC	1.71%	234.45K	10.35M	-4.05K	-1.70%
Jun 30, 2025	PHYSICIAN WEALTH SOLUTIONS INC.	2.17%	297.94K	13.16M	-10.02K	-3.25%
Jun 30, 2025	NICOLET ADVISORY SERVICES, LLC	2.38%	326.36K	14.24M	22.03K	+7.24%
Mar 31, 2025	LAM GROUP, INC.	0.82%	105.22K	4.53M	30.84K	+41.47%
Mar 31, 2025	CARDIFF PARK ADVISORS, LLC	0.45%	58.11K	2.5M	454	+0.79%
Mar 31, 2025	APRIO WEALTH MANAGEMENT, LLC	0.55%	70.35K	3.03M	-6.41K	-8.35%
Mar 31, 2025	PACIFIC LIFE FUND ADVISORS LLC	0.55%	70.44K	3.03M	-4.26K	-5.71%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	1.77%	228.47K	9.83M	14.19K	+6.62%
Mar 31, 2025	QUANTUM FINANCIAL ADVISORS, LLC	2.84%	365.94K	15.74M	700	+0.19%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.25%	161.19K	6.93M	7.32K	+4.76%
Mar 31, 2025	CWM, LLC	1.49%	191.94K	8.26M	2.69K	+1.42%
Mar 31, 2025	HILL INVESTMENT GROUP PARTNERS, LLC	5.97%	769.36K	33.09M	5.57K	+0.73%
Mar 31, 2025	DBK FINANCIAL COUNSEL, LLC	0.42%	54.02K	2.32M	801	+1.51%
Mar 31, 2025	EMPOWERED FUNDS, LLC	9.32%	1.2M	51.66M	13.34K	+1.12%
Mar 31, 2025	WMG FINANCIAL ADVISORS, LLC	0.75%	97.27K	4.18M	5.4K	+5.88%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.9%	115.36K	4.96M	54.34K	+89.06%
Mar 31, 2025	RESOURCES INVESTMENT ADVISORS, LLC.	0.91%	117.15K	5.04M	-4.03K	-3.32%
Mar 31, 2025	SEQUOIA FINANCIAL ADVISORS, LLC	0.97%	124.73K	5.36M	124.73K	+100.00%
Mar 31, 2025	LEXAURUM ADVISORS, LLC	1.05%	135.84K	5.84M	10.85K	+8.68%
Mar 31, 2025	SEASIDE WEALTH MANAGEMENT, INC.	1.72%	221.39K	9.52M	11.88K	+5.67%
Mar 31, 2025	COLLECTIVE FAMILY OFFICE LLC	0.86%	110.23K	4.74M	7.25K	+7.04%
Mar 31, 2025	PRAIRIEWOOD CAPITAL, LLC	1.75%	226K	9.72M	12.59K	+5.90%
Mar 31, 2025		0.49%	63.6K	2.74M	897	+1.43%
Mar 31, 2025	BEAIRD HARRIS WEALTH MANAGEMENT, LLC	0.65%	83.69K	3.6M	-188	-0.22%
Mar 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.67%	86.02K	3.7M	86.02K	+100.00%
Mar 31, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.73%	94.11K	4.12M	450	+0.48%
Mar 31, 2025	SIMPLICITY WEALTH,LLC	0.75%	97.28K	4.18M	97.28K	+100.00%
Mar 31, 2025	NORTH RIDGE WEALTH ADVISORS, INC.	0.8%	102.83K	4.42M	-420	-0.41%
Mar 31, 2025	LEADING EDGE FINANCIAL PLANNING LLC	0.81%	104.12K	4.48M	23.78K	+29.60%
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	0.96%	123.15K	5.3M	6.3K	+5.40%
Mar 31, 2025	NICOLET BANKSHARES INC	1.09%	140.45K	6.04M	6.24K	+4.65%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	2.52%	324.29K	13.95M	21.37K	+7.05%
Mar 31, 2025	ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC	1.79%	230.1K	9.9M	21.68K	+10.40%
Mar 31, 2025	WORTHPOINTE, LLC	1.85%	238.49K	10.26M	3.68K	+1.57%
Mar 31, 2025	CAPSTONE FINANCIAL ADVISORS, INC.	2.17%	280.25K	12.05M	-62.39K	-18.21%
Mar 31, 2025	COLONY GROUP, LLC	2.36%	304K	13.08M	304K	+100.00%
Mar 31, 2025	NICOLET ADVISORY SERVICES, LLC	2.36%	304.33K	12.25M	15.94K	+5.53%
Mar 31, 2025	PHYSICIAN WEALTH SOLUTIONS INC.	2.39%	307.96K	13.25M	-5.78K	-1.84%
Mar 31, 2025	LPL FINANCIAL LLC	1.18%	152.41K	6.56M	-1.47K	-0.95%
Mar 31, 2025	LEVEL FINANCIAL ADVISORS, INC.	1.22%	157.73K	6.78M	4.64K	+3.03%
Mar 31, 2025	HTG INVESTMENT ADVISORS, INC.	0.48%	61.29K	2.64M	8.5K	+16.10%
Mar 31, 2025	QUARRY HILL ADVISORS, LLC	0.89%	114.14K	4.91M	11.08K	+10.75%
Mar 31, 2025	EQUITA FINANCIAL NETWORK, INC.	1.41%	181.94K	7.83M	23.91K	+15.13%
Mar 31, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.57%	74.06K	3.16M	14.93K	+25.26%
Mar 31, 2025	VALUED WEALTH ADVISORS LLC	0.59%	76.38K	3.29M	6.31K	+9.00%
Mar 31, 2025	PARK AVENUE SECURITIES LLC	0.6%	77.73K	3.34M	9.21K	+13.44%
Mar 31, 2025	RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	0.61%	78.87K	3.33M	8.52K	+12.11%
Mar 31, 2025	BETTERWEALTH, LLC	2.38%	306.46K	13.18M	21.41K	+7.51%
Mar 31, 2025	SHANKERVALLEAU WEALTH ADVISORS, INC.	2.57%	330.83K	14.23M	9.33K	+2.90%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.42%	54.07K	2.33M	-3.77K	-6.52%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.44%	57.15K	2.46M	28.27K	+97.89%

Frequently Asked Questions