LPL Financial
AVIV icon

LPL Financial’s Avantis International Large Cap Value ETF AVIV Stock Holding History

LPL Financial’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.4M Buy
354,320
+84,913
+32% +$6.64M 0.01% 1367
2026
Q1 		$20.2M Buy
269,407
+106,304
+65% +$8.05M 0.01% 1466
2025
Q4 		$11.6M Buy
163,103
+18,030
+12% +$1.24M ﹤0.01% 1797
2025
Q3 		$9.78M Buy
145,073
+17,572
+14% +$1.14M ﹤0.01% 1883
2025
Q2 		$7.94M Buy
127,501
+66,218
+108% +$3.92M ﹤0.01% 1930
2025
Q1 		$3.47M Buy
61,283
+23,145
+61% +$1.28M ﹤0.01% 2443
2024
Q4 		$1.98M Buy
38,138
+14,561
+62% +$784K ﹤0.01% 2869
2024
Q3 		$1.32M Sell
23,577
-375
-2% -$20.2K ﹤0.01% 3126
2024
Q2 		$1.26M Buy
23,952
+12,596
+111% +$679K ﹤0.01% 3038
2024
Q1 		$614K Buy
11,356
+4,663
+70% +$240K ﹤0.01% 3603
2023
Q4 		$345K Buy
6,693
+845
+14% +$41.1K ﹤0.01% 3985
2023
Q3 		$282K Buy
+5,848
New +$287K ﹤0.01% 3975

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

LPL Financial's AVIV Position: Q2 2026 in Review

LPL Financial increased its Avantis International Large Cap Value ETF (AVIV) stake by 32% in Q2 2026, buying an estimated $6.64M and bringing the position to 354,320 shares worth $27.4M. The position accounts for 0.01% of the portfolio, ranked #1367.

LPL Financial first reported a position in AVIV in Q3 2023 and has held it in 12 quarters since. 192 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • LPL Financial held 354,320 shares of Avantis International Large Cap Value ETF worth $27.4M as of Q2 2026.
  • LPL Financial bought 84,913 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $6.64M.
  • Avantis International Large Cap Value ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1367 holding.
  • LPL Financial first reported a position in Avantis International Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 192 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.