CUSIP 025072356REAL ESTATE ETFAVREQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Financial Plan, Inc. | 600.9K | $26.16M |
| 2 | American Century Companies Inc | 470.1K | $20.47M |
| 3 | Hill Investment Group Partners, LLC | 442.4K | $19.26M |
| 4 | Quantum Financial Advisors, LLC | 409.6K | $17.83M |
| 5 | Nicolet Advisory Services, LLC | 388.8K | $17.13M |
| 6 | Shankervalleau Wealth Advisors, Inc. | 384.1K | $16.72M |
| 7 | Sequoia Financial Advisors, LLC | 367.0K | $15.98M |
| 8 | Betterwealth, LLC | 331.5K | $14.43M |
| 9 |
| Capstone Financial Advisors, Inc. |
| 317.4K |
| $13.82M |
| 10 | Allegiance Financial Group Advisory Services LLC | 309.5K | $13.47M |