LVDS · JPMorgan Fundamental Data Science Large Value ETF ETF
$60.40
-0.32 (-0.53%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $380,124
Total Shares: 6,646
Institutional Ownership Trend
4 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+63.9 pts
Top 5
100.0%
+11.2 pts
Top 10
100.0%
+3.4 pts
HHI
10,000
Highly concentrated+7,804
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
22
Unchanged
0
Holder count:
-21
Institutional value:
-98.5%
Shares held:
-98.6%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 6,646 | $380,124 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 176,940 | $8,933,877 | |
| Mega RAYMOND JAMES FINANCIAL INC | 98,107 | $4,953,520 | |
| Large HighTower Advisors, LLC | 96,637 | $4,879,298 | |
| Large Cetera Investment Advisers | 38,264 | $1,931,987 | |
| Mega WELLS FARGO & COMPANY/MN | 25,493 | $1,287,166 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC LVDS | $380,124 | 100.00% | 6,646 | Shares | 2026-09-02 |