LPL Financial
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LPL Financial’s Avantis Responsible Emerging Markets Equity ETF AVSE Stock Holding History

LPL Financial’s Portfolio AVSE Stock Details AVSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Buy
20,117
+7,156
+55% +$552K ﹤0.01% 3969
2026
Q1 		$863K Buy
12,961
+1,090
+9% +$75.7K ﹤0.01% 4309
2025
Q4 		$771K Buy
11,871
+1,217
+11% +$78.7K ﹤0.01% 4333
2025
Q3 		$677K Buy
10,654
+238
+2% +$14.5K ﹤0.01% 4371
2025
Q2 		$611K Buy
+10,416
New +$562K ﹤0.01% 4212

Other funds holding AVSE

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial's AVSE Position: Q2 2026 in Review

LPL Financial increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 55% in Q2 2026, buying an estimated $552K and bringing the position to 20,117 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3969.

LPL Financial first reported a position in AVSE in Q2 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

  • LPL Financial held 20,117 shares of Avantis Responsible Emerging Markets Equity ETF worth $1.65M as of Q2 2026.
  • LPL Financial bought 7,156 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $552K.
  • Avantis Responsible Emerging Markets Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3969 holding.
  • LPL Financial first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

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