CUSIP 025072356REAL ESTATE ETFAVREQ4 2025
Aggregate 13F value by quarter
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UpgradeQ4 2025
143 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Plan, Inc. | 600.9K | $26.16M | +600.9K | New Position |
| 2 | American Century Companies Inc | 470.1K | $20.47M | +97.5K | Added |
| 3 | Hill Investment Group Partners, LLC | 442.4K | $19.26M | −299.0K | Reduced |
| 4 | Quantum Financial Advisors, LLC | 409.6K |
| $17.83M |
| +24.6K |
| Added |
| 5 | Nicolet Advisory Services, LLC | 388.8K | $17.13M | −89.8K | Reduced |
| 6 | Shankervalleau Wealth Advisors, Inc. | 384.1K | $16.72M | +25.8K | Added |
| 7 | Sequoia Financial Advisors, LLC | 367.0K | $15.98M | +129.3K | Added |
| 8 | Betterwealth, LLC | 331.5K | $14.43M | +14.8K | Added |
| 9 | Capstone Financial Advisors, Inc. | 317.4K | $13.82M | +13.1K | Added |
| 10 | Allegiance Financial Group Advisory Services LLC | 309.5K | $13.47M | +24.7K | Added |
See every fund holding American Centy ETF Tr, with full quarter-over-quarter share changes.
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