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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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LVDS

LVDS — 13F Filings Explorer

JPM F Data S Large Value ETF

+$2.4M

Net Activity

Data as of: 2026-03-31

Institutions Holding

21

Popularity Rank

#8096

Avg Weight

0.00%

Total Value

$24.7M

Ownership Trend

21 institutions currently hold LVDS, with 12 net buyers and 12 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

12

Net Buying Institutions

12

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$8.9M
RJ
Raymond James Financial INC
$5.0M
HA
HighTower Advisors, LLC
$4.9M
CI
Cetera Investment Advisers
$1.9M
WF
Wells Fargo & Company/mn
$1.3M

Top 5 by Conviction

TR
Tower Research Capital LLC (TRC)
0.02%
HA
HighTower Advisors, LLC
0.01%
FF
Founders Financial Alliance, LLC
0.01%
AI
Archer Investment Corp
0.01%
LF
LPL Financial LLC
0.00%
View all 21 holding institutions

Across its top 20 institutional holders, LVDS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 25/100).

Quarterly Activity

Recent Activity

+$17.6M

Total Buy Value

$9.1M

Total Sell Value

New buy4
Trim8
Add8
Sold out4

12

Net Buyers

12

Net Sellers

Smart Money Convergence

LVDS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/LVDS

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

46654Q583

FAQ

Who are the top institutional investors holding JPM F DATA S LARGE VALUE ETF (LVDS)?
Major stakeholders currently include LPL Financial LLC ($8.9M), Raymond James Financial INC ($5.0M), HighTower Advisors, LLC ($4.9M). Based on the latest 13F filings, there are a total of 21 tracked investment funds and institutions maintaining positions in LVDS.
What is the overall institutional sentiment toward LVDS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.4M, driven by 12 managers accumulating shares while 12 reduced their exposure.
Which institutions have been selling or reducing their LVDS positions?
In the latest period, 8 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $9.1M.
Are there any notable investors adding LVDS to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $17.6M.

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Developer Access

Access LVDS's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/LVDS

CLI

npx alphasmo stocks get LVDS
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