LVDS Institutional Ownership & Shareholders
JPM F DATA S LARGE VALUE ETF (LVDS) is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $24.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of LVDS tracked by InsiderSet, reporting ownership valued at approximately $10.36M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.03M, representing an estimated gain of +6.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed LVDS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in JPM F DATA S LARGE VALUE ETF (LVDS).
This page ranks the largest institutional LVDS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
29
Total Reported Value
$24.96M
Largest Holder
Lpl Financial Llc
Largest Position
$10.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 181,177 | $10,362,588 | $11,034,784 | +$672,196 | +6.49% | |
| Raymond James Financial Inc | 0.00% | 102,877 | $5,884,153 | $6,265,837 | +$381,684 | +6.49% | |
| Cetera Investment Advisers | 0.00% | 32,837 | $1,878,137 | $1,999,974 | +$121,837 | +6.49% | |
| Wells Fargo & Company/Mn | 0.00% | 24,253 | $1,387,174 | $1,477,156 | +$89,982 | +6.49% | |
| Independence Asset Advisors, Llc | 0.23% | 16,464 | $962,115 | $1,002,758 | +$40,643 | +4.22% | |
| Tower Research Capital Llc (Trc) | 0.02% | 14,222 | $813,442 | $866,207 | +$52,765 | +6.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,474 | $787,370 | $820,649 | +$33,279 | +4.23% | |
| Osaic Holdings, Inc. | 0.00% | 7,176 | $410,468 | $437,062 | +$26,594 | +6.48% | |
| Jones Financial Companies Lllp | 0.00% | 7,028 | $401,369 | $428,048 | +$26,679 | +6.65% | |
| Citadel Advisors Llc | 0.00% | 6,646 | $380,125 | $404,782 | +$24,657 | +6.49% | |
| Royal Bank Of Canada | 0.00% | 5,510 | $315,000 | $335,593 | +$20,593 | +6.54% | |
| Americana Partners, Llc | 0.01% | 5,367 | $313,652 | $326,883 | +$13,231 | +4.22% | |
| Janney Montgomery Scott Llc | 0.00% | 5,183 | $297,000 | $315,676 | +$18,676 | +6.29% | |
| Focus Partners Wealth | 0.00% | 3,633 | $207,793 | $221,272 | +$13,479 | +6.49% | |
| Morgan Stanley | 0.00% | 2,454 | $140,359 | $149,464 | +$9,105 | +6.49% | |
| Fifth Third Bancorp | 0.00% | 1,643 | $93,958 | $100,069 | +$6,111 | +6.50% | |
| Fmr Llc | 0.00% | 1,467 | $83,898 | $89,349 | +$5,451 | +6.50% | |
| Founders Financial Alliance, Llc | 0.01% | 1,323 | $75,646 | $80,579 | +$4,933 | +6.52% | |
| Harbour Investments, Inc. | 0.00% | 941 | $53,821 | $57,313 | +$3,492 | +6.49% | |
| Archer Investment Corp | 0.01% | 642 | $36,720 | $39,102 | +$2,382 | +6.49% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 635 | $36,319 | $38,675 | +$2,356 | +6.49% | |
| Triumph Capital Management | 0.00% | 223 | $13,038 | $13,582 | +$544 | +4.17% | |
| Allworth Financial Lp | 0.00% | 193 | $11,039 | $11,755 | +$716 | +6.48% | |
| Newedge Advisors, Llc | 0.00% | 169 | $9,666 | $10,293 | +$627 | +6.49% | |
| Heritage Family Offices, Llp | 0.00% | 43 | $2,513 | $2,619 | +$106 | +4.22% | |
| Ifg Advisory, Llc | 0.00% | 30 | $1,716 | $1,827 | +$111 | +6.48% | |
| Clearstead Advisors, Llc | 0.00% | 28 | $1,602 | $1,705 | +$103 | +6.45% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 6,902 | $403 | $420,374 | +$419,971 | +104211.14% | |
| Tsfg, Llc | 0.00% | 124 | $7 | $7,552 | +$7,545 | +107790.81% |
Frequently asked questions about LVDS
Who are the largest institutional holders of LVDS?
The largest institutional holders of LVDS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Raymond James Financial Inc, Cetera Investment Advisers, Wells Fargo & Company/Mn, and Independence Asset Advisors, Llc. InsiderSet ranks institutional holders by their latest reported LVDS position.
What is LVDS institutional ownership?
This page tracks LVDS positions reported by institutional investment managers through SEC Form 13F. JPM F DATA S LARGE VALUE ETF (LVDS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LVDS?
InsiderSet currently tracks 29 institutional managers reporting LVDS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LVDS shareholders.
How much LVDS stock do institutions own?
Institutional investment managers disclosed approximately $24.96M in LVDS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LVDS institutional ownership last updated?
The latest LVDS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LVDS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LVDS position after the reporting date.
Are institutions buying or selling LVDS?
Institutional buying and selling can be analyzed by comparing LVDS positions across consecutive 13F reporting periods. InsiderSet's LVDS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LVDS ownership changes.
How has LVDS institutional ownership changed over time?
InsiderSet tracks LVDS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.