Lido Advisors
AVLV icon

Lido Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Lido Advisors’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220K Buy
+2,410
New +$212K ﹤0.01% 1917
2025
Q3 		– Sell
-4,103
Closed -$280K – 1835
2025
Q2 		$280K Buy
+4,103
New +$264K ﹤0.01% 1373

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Lido Advisors's AVLV Position: Q2 2026 in Review

Lido Advisors opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 2,410 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1917 among its holdings. This is a return to the name: Lido Advisors previously reported a position in AVLV as recently as Q2 2025.

Lido Advisors first reported a position in AVLV in Q2 2025 and has held it in 2 quarters since. The position peaked at $280K in Q2 2025. 563 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Lido Advisors held 2,410 shares of Avantis US Large Cap Value ETF worth $220K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Lido Advisors position in Q2 2026.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1917 holding.
  • Lido Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and has held it in 2 quarters since.
  • Lido Advisors's Avantis US Large Cap Value ETF position peaked at $280K in Q2 2025.
  • 563 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.