ETF Holders

Who owns LVDS?

US large cap

JPMorgan Fundamental Data Science Large Value ETF · JPMorgan

30 institutions reported holding LVDS, worth $29.4M, in Form 13F filings for June 30, 2026.

13F holders
30
Institutional value
$29.4M
Change from prior quarter
+19.0%
+$4.7M, with price moves
New and sold-out firms
9 / 1
10 added, 6 trimmed

Top 10 institutional holders of LVDS

FirmLocationValueSharesChange
LPL Financial LLCFort Mill, SC$10.4M181,177+4,237 shares
Raymond James Financial Inc.St. Petersburg, FL$5.9M102,877+4,770 shares
HighTower Advisors, LLCChicago, IL$5.4M94,420−2,217 shares
Cetera Investment AdvisersSchaumburg, IL$1.9M32,837−5,427 shares
Wells Fargo & CompanySan Francisco, CA$1.4M24,253−1,240 shares
Tower Research Capital LLC (TRC)New York, NY$813K14,222+1,873 shares
Osaic Holdings, Inc.Scottsdale, AZ$410K7,176+182 shares
Jones Financial Companies LLLPDes Peres, MO$401K7,028+5,073 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$396K6,916−928 shares
Citadel Advisors LLCMiami, FL$380K6,646New position
20 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns LVDS?

30 institutional managers reported holding LVDS in Form 13F filings for June 30, 2026, worth $29.4M in total. The largest reported position was held by LPL Financial LLC, at $10.4M.

Did institutions buy or sell LVDS last quarter?

Reported 13F value rose 19.0% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 1 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is LVDS ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.