LPL Financial
AVUS icon

LPL Financial’s Avantis US Equity ETF AVUS Stock Holding History

LPL Financial’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$266M Buy
2,388,713
+75,380
+3% +$8.63M 0.07% 272
2025
Q4 		$259M Buy
2,313,333
+1,722
+0.1% +$190K 0.07% 267
2025
Q3 		$251M Buy
2,311,611
+80,728
+4% +$8.47M 0.07% 256
2025
Q2 		$225M Buy
2,230,883
+81,199
+4% +$7.6M 0.08% 260
2025
Q1 		$199M Buy
2,149,684
+727,153
+51% +$70.9M 0.08% 246
2024
Q4 		$138M Buy
1,422,531
+80,265
+6% +$7.88M 0.06% 299
2024
Q3 		$128M Buy
1,342,266
+97,263
+8% +$8.93M 0.06% 301
2024
Q2 		$112M Sell
1,245,003
-1,728
-0.1% -$153K 0.06% 303
2024
Q1 		$112M Buy
1,246,731
+7,446
+0.6% +$629K 0.06% 290
2023
Q4 		$101M Buy
1,239,285
+52,500
+4% +$3.97M 0.06% 280
2023
Q3 		$86.9M Buy
1,186,785
+101,673
+9% +$7.72M 0.06% 279
2023
Q2 		$81.6M Buy
1,085,112
+47,268
+5% +$3.38M 0.06% 296
2023
Q1 		$73.6M Buy
1,037,844
+163,584
+19% +$11.6M 0.06% 307
2022
Q4 		$59.5M Buy
874,260
+132,618
+18% +$9.06M 0.05% 350
2022
Q3 		$46.2M Buy
741,642
+130,379
+21% +$8.95M 0.04% 369
2022
Q2 		$39.8M Buy
611,263
+100,638
+20% +$7.14M 0.04% 400
2022
Q1 		$39.4M Buy
510,625
+114,031
+29% +$8.69M 0.03% 423
2021
Q4 		$31.8M Buy
396,594
+303,569
+326% +$23.8M 0.03% 495
2021
Q3 		$6.86M Buy
93,025
+45,864
+97% +$3.45M 0.01% 1184
2021
Q2 		$3.5M Buy
47,161
+42,308
+872% +$3.08M ﹤0.01% 1597
2021
Q1 		$337K Buy
+4,853
New +$325K ﹤0.01% 3385

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's AVUS Position: Q1 2026 in Review

LPL Financial increased its Avantis US Equity ETF (AVUS) stake by 3.3% in Q1 2026, buying an estimated $8.63M and bringing the position to 2,388,713 shares worth $266M. The position accounts for 0.07% of the portfolio, ranked #272.

LPL Financial first reported a position in AVUS in Q1 2021 and has held it in 21 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • LPL Financial held 2,388,713 shares of Avantis US Equity ETF worth $266M as of Q1 2026.
  • LPL Financial bought 75,380 Avantis US Equity ETF shares in Q1 2026, an estimated $8.63M.
  • Avantis US Equity ETF made up 0.07% of LPL Financial's portfolio in Q1 2026, its #272 holding.
  • LPL Financial first reported a position in Avantis US Equity ETF in Q1 2021 and has held it in 21 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.