LPL Financial
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LPL Financial’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

LPL Financial’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2M Buy
225,531
+106,613
+90% +$8.36M ﹤0.01% 1636
2026
Q1 		$8.82M Buy
118,918
+23,488
+25% +$1.76M ﹤0.01% 2097
2025
Q4 		$6.79M Sell
95,430
-7,956
-8% -$552K ﹤0.01% 2272
2025
Q3 		$7.12M Buy
103,386
+3,452
+3% +$234K ﹤0.01% 2182
2025
Q2 		$6.53M Sell
99,934
-266
-0.3% -$16.4K ﹤0.01% 2089
2025
Q1 		$6.16M Buy
100,200
+39,793
+66% +$2.6M ﹤0.01% 1980
2024
Q4 		$3.94M Buy
+60,407
New +$4.04M ﹤0.01% 2262

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

LPL Financial's AVMV Position: Q2 2026 in Review

LPL Financial increased its Avantis US Mid Cap Value ETF (AVMV) stake by 90% in Q2 2026, buying an estimated $8.36M and bringing the position to 225,531 shares worth $18.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

LPL Financial first reported a position in AVMV in Q4 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • LPL Financial held 225,531 shares of Avantis US Mid Cap Value ETF worth $18.2M as of Q2 2026.
  • LPL Financial bought 106,613 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $8.36M.
  • Avantis US Mid Cap Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1636 holding.
  • LPL Financial first reported a position in Avantis US Mid Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

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