LPL Financial
AVMC icon

LPL Financial’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

LPL Financial’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.9M Buy
248,067
+125,957
+103% +$9.76M ﹤0.01% 1573
2026
Q1 		$8.82M Buy
122,110
+24,671
+25% +$1.82M ﹤0.01% 2098
2025
Q4 		$6.88M Sell
97,439
-4
-0% -$279 ﹤0.01% 2259
2025
Q3 		$6.78M Buy
97,443
+1,669
+2% +$114K ﹤0.01% 2217
2025
Q2 		$6.34M Buy
95,774
+17,255
+22% +$1.08M ﹤0.01% 2126
2025
Q1 		$4.87M Buy
78,519
+31,409
+67% +$2.06M ﹤0.01% 2170
2024
Q4 		$3.06M Buy
47,110
+9,865
+26% +$656K ﹤0.01% 2484
2024
Q3 		$2.39M Buy
+37,245
New +$2.28M ﹤0.01% 2557

Other funds holding AVMC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial's AVMC Position: Q2 2026 in Review

LPL Financial increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 103% in Q2 2026, buying an estimated $9.76M and bringing the position to 248,067 shares worth $19.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

LPL Financial first reported a position in AVMC in Q3 2024 and has held it in 8 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • LPL Financial held 248,067 shares of Avantis US Mid Cap Equity ETF worth $19.9M as of Q2 2026.
  • LPL Financial bought 125,957 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $9.76M.
  • Avantis US Mid Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1573 holding.
  • LPL Financial first reported a position in Avantis US Mid Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

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