LPL Financial
AVDS icon

LPL Financial’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

LPL Financial’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.19M Buy
40,825
+17,627
+76% +$1.38M ﹤0.01% 3290
2026
Q2 		$1.75M Buy
23,198
+15,423
+198% +$1.19M ﹤0.01% 3899
2026
Q1 		$559K Buy
7,775
+3,323
+75% +$247K ﹤0.01% 4664
2025
Q4 		$311K Buy
+4,452
New +$302K ﹤0.01% 5121

Other funds holding AVDS

True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
Freedom Investment Management
Freedom Investment Management Hartford, Connecticut $330M AUM 14.37% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cornerstone Wealth Partners
Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Nvest Wealth Strategies
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

LPL Financial's AVDS Position: Q3 2026 in Review

LPL Financial increased its Avantis International Small Cap Equity ETF (AVDS) stake by 76% in Q3 2026, buying an estimated $1.38M and bringing the position to 40,825 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #3290.

LPL Financial first reported a position in AVDS in Q4 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold AVDS as of Q3 2026.

  • LPL Financial held 40,825 shares of Avantis International Small Cap Equity ETF worth $3.19M as of Q3 2026.
  • LPL Financial bought 17,627 Avantis International Small Cap Equity ETF shares in Q3 2026, an estimated $1.38M.
  • Avantis International Small Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3290 holding.
  • LPL Financial first reported a position in Avantis International Small Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.