JPM F DATA S LARGE VALUE ETF (LVDS) Institutional Ownership Changes & 13F Activity
JPM F DATA S LARGE VALUE ETF (LVDS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hightower Advisors, Llc, Citadel Advisors Llc, Cetera Investment Advisers, Americana Partners, Llc, and Jones Financial Companies Lllp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +6,646 | — | 6,646 | $380.13K | Q2 2026 | Sep 02, 2026 |
| Jones Financial Companies Lllp | Buy | +5,073 | +259.5% | 7,028 | $401.37K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +4,770 | +4.9% | 102,877 | $5.88M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,240 | -4.9% | 24,253 | $1.39M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +372 | +7.2% | 5,510 | $315.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +182 | +2.6% | 7,176 | $410.47K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +30 | — | 30 | $1.72K | Q2 2026 | Aug 14, 2026 |
| Fmr Llc | Buy | +1,102 | +301.9% | 1,467 | $83.90K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -895 | -26.7% | 2,454 | $140.36K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -5,427 | -14.2% | 32,837 | $1.88M | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | Buy | +3,633 | — | 3,633 | $207.79K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +169 | — | 169 | $9.67K | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +1,873 | +15.2% | 14,222 | $813.44K | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +193 | — | 193 | $11.04K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +4,237 | +2.4% | 181,177 | $10.36M | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, Llc | Buy | +28 | — | 28 | $1.60K | Q2 2026 | Aug 06, 2026 |
| Americana Partners, Llc | Buy | +5,349 | — | 5,349 | $305.95K | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott Llc | Sell | -14 | -0.3% | 5,183 | $297.00K | Q2 2026 | Aug 05, 2026 |
| Armor Investment Advisors, Llc | Buy | +23 | — | 23 | $1.32K | Q2 2026 | Aug 04, 2026 |
| Founders Financial Alliance, Llc | Buy | +1 | +0.1% | 1,323 | $75.65K | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -928 | -11.8% | 6,916 | $396.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +11 | +0.2% | 5,836 | $333.80K | Q2 2026 | Jul 29, 2026 |
| Western Wealth Management, Llc | Sell | -114 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Hightower Advisors, Llc | Sell | -96,637 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about LVDS activity
Which institutional owners are buying LVDS?
Institutional owners buying LVDS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LVDS activity?
"Buy" means an investor increased their reported position in LVDS compared to the prior reporting period. This reflects growing exposure to JPM F DATA S LARGE VALUE ETF (LVDS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LVDS increasing?
Institutional interest in LVDS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.