LPL Financial
AVLC icon

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
Q2 		$38M Sell
422,791
-23,530
-5% -$2.03M 0.01% 1163
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

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

LPL Financial's AVLC Position: Q2 2026 in Review

LPL Financial reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 5.3% in Q2 2026, selling an estimated $2.03M and leaving 422,791 shares worth $38M. The position accounts for 0.01% of the portfolio, ranked #1163.

LPL Financial first reported a position in AVLC in Q1 2024 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • LPL Financial held 422,791 shares of Avantis US Large Cap Equity ETF worth $38M as of Q2 2026.
  • LPL Financial sold 23,530 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $2.03M.
  • Avantis US Large Cap Equity ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1163 holding.
  • LPL Financial first reported a position in Avantis US Large Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

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