LPL Financial
AVSU icon

LPL Financial’s Avantis Responsible US Equity ETF AVSU Stock Holding History

LPL Financial’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1M Sell
125,783
-6,246
-5% -$523K ﹤0.01% 2038
2026
Q1 		$9.76M Sell
132,029
-2,888
-2% -$223K ﹤0.01% 2013
2025
Q4 		$10.3M Buy
134,917
+1,875
+1% +$140K ﹤0.01% 1901
2025
Q3 		$9.79M Buy
133,042
+1,765
+1% +$126K ﹤0.01% 1880
2025
Q2 		$9.01M Buy
131,277
+108,353
+473% +$6.89M ﹤0.01% 1819
2025
Q1 		$1.43M Buy
22,924
+8,540
+59% +$565K ﹤0.01% 3249
2024
Q4 		$951K Sell
14,384
-6,708
-32% -$449K ﹤0.01% 3526
2024
Q3 		$1.38M Sell
21,092
-623
-3% -$39.2K ﹤0.01% 3090
2024
Q2 		$1.34M Buy
21,715
+467
+2% +$28.2K ﹤0.01% 2975
2024
Q1 		$1.31M Sell
21,248
-3,787
-15% -$221K ﹤0.01% 2942
2023
Q4 		$1.41M Buy
25,035
+3,094
+14% +$160K ﹤0.01% 2739
2023
Q3 		$1.09M Buy
+21,941
New +$1.13M ﹤0.01% 2824

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial's AVSU Position: Q2 2026 in Review

LPL Financial reduced its Avantis Responsible US Equity ETF (AVSU) stake by 4.7% in Q2 2026, selling an estimated $523K and leaving 125,783 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

LPL Financial first reported a position in AVSU in Q3 2023 and has held it in 12 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • LPL Financial held 125,783 shares of Avantis Responsible US Equity ETF worth $11.1M as of Q2 2026.
  • LPL Financial sold 6,246 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $523K.
  • Avantis Responsible US Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2038 holding.
  • LPL Financial first reported a position in Avantis Responsible US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

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