LPL Financial

LPL Financial’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

LPL Financial’s Portfolio AVLC Stock Details AVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34.6M	Buy	446,321 +28,410	+7%	+$2.28M	0.01%	1097
2025 Q4	$32.9M	Buy	417,911 +84,619	+25%	+$6.57M	0.01%	1087
2025 Q3	$25.5M	Buy	333,292 +25,453	+8%	+$1.88M	0.01%	1210
2025 Q2	$21.9M	Buy	307,839 +109,399	+55%	+$7.18M	0.01%	1202
2025 Q1	$12.7M	Buy	198,440 +78,273	+65%	+$5.31M	0.01%	1436
2024 Q4	$8.12M	Buy	120,167 +11,004	+10%	+$751K	﹤0.01%	1697
2024 Q3	$7.21M	Buy	109,163 +37,051	+51%	+$2.36M	﹤0.01%	1707
2024 Q2	$4.53M	Buy	72,112 +14,841	+26%	+$907K	﹤0.01%	1941
2024 Q1	$3.54M	Buy	+57,271	New	+$3.33M	﹤0.01%	2057

Other funds holding AVLC

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $464M AUM 47.68% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return