LVDS Institutional Ownership
JPMorgan Fundamental Data Science Large Value ETF
1W: -0.9%
1M: -2.6%
3M: +1.1%
YTD: +15.6%
$58.72
+0.34 (+0.59%)
Weekly Expected Move ±1.2%
$57
$58
$59
$59
$60
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LVDS
31
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
29M
Total Invested
8
New Positions
9
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (35 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 181,177 | 11M | +4,237 | +2.4% | 4Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 102,877 | 6M | +4,770 | +4.9% | 4Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 94,420 | 6M | -2,217 | -2.3% | 4Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 32,837 | 2M | -5,427 | -14.2% | 4Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 24,253 | 1M | -1,240 | -4.9% | 4Q | SEC ↗ |
| 6 | Tower Research Capital LLC (TRC) | 14,222 | 835K | +1,873 | +15.2% | 2Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 7,176 | 421K | +182 | +2.6% | 4Q | SEC ↗ |
| 8 | JONES FINANCIAL COMPANIES LLLP | 7,028 | 413K | +5,073 | +259.5% | 4Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 6,916 | 406K | -928 | -11.8% | 4Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC NEW | 6,646 | 390K | — | +0.0% | 1Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 5,836 | 343K | +11 | +0.2% | 4Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 5,510 | 324K | +372 | +7.2% | 4Q | SEC ↗ |
| 13 | Americana Partners, LLC NEW | 5,349 | 314K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Janney Montgomery Scott LLC | 5,183 | 304K | -14 | -0.3% | 4Q | SEC ↗ |
| 15 | Focus Partners Wealth NEW | 3,633 | 213K | — | +0.0% | 1Q | SEC ↗ |
| 16 | MORGAN STANLEY | 2,454 | 144K | -895 | -26.7% | 4Q | SEC ↗ |
| 17 | FIFTH THIRD BANCORP | 1,643 | 96K | — | +0.0% | 2Q | SEC ↗ |
| 18 | FMR LLC | 1,467 | 86K | +1,102 | +301.9% | 4Q | SEC ↗ |
| 19 | Founders Financial Alliance, LLC | 1,323 | 78K | +1 | +0.1% | 2Q | SEC ↗ |
| 20 | Integrated Wealth Concepts LLC NEW | 1,230 | 72K | — | +0.0% | 1Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 941 | 55K | — | +0.0% | 2Q | SEC ↗ |
| 22 | Archer Investment Corp | 642 | 38K | — | +0.0% | 4Q | SEC ↗ |
| 23 | Steward Partners Investment Advisory, | 635 | 37K | — | +0.0% | 4Q | SEC ↗ |
| 24 | Triumph Capital Management | 222 | 13K | — | +0.0% | 4Q | SEC ↗ |
| 25 | Allworth Financial LP NEW | 193 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 26 | NewEdge Advisors, LLC | 169 | 10K | — | +0.0% | 4Q | SEC ↗ |
| 27 | TSFG, LLC | 124 | 7K | — | +0.0% | 4Q | SEC ↗ |
| 28 | IFG Advisory, LLC NEW | 30 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Clearstead Advisors, LLC NEW | 28 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Armor Investment Advisors, LLC NEW | 23 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 0 | 0K | -423 | -100.0% | 1Q | SEC ↗ |
| 32 | UBS Group AG | 0 | 0K | -87 | -100.0% | 2Q | SEC ↗ |
| 33 | SageView Advisory Group, LLC | 0 | 0K | -216 | -100.0% | 1Q | SEC ↗ |
| 34 | BANK OF AMERICA CORP /DE | 0 | 0K | -238 | -100.0% | 1Q | SEC ↗ |
| 35 | Western Wealth Management, LLC | 0 | 0K | -114 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 6,646 | 390K |
| Americana Partners, LLC | 5,349 | 314K |
| Focus Partners Wealth | 3,633 | 213K |
| Integrated Wealth Concepts LLC | 1,230 | 72K |
| Allworth Financial LP | 193 | 11K |
| IFG Advisory, LLC | 30 | 2K |
| Clearstead Advisors, LLC | 28 | 2K |
| Armor Investment Advisors, LLC | 23 | 1K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kestra Advisory Services, LLC | 423 | 25K |
| BANK OF AMERICA CORP /DE | 238 | 14K |
| SageView Advisory Group, LLC | 216 | 13K |
| Western Wealth Management, LLC | 114 | 7K |
| UBS Group AG | 87 | 5K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +5,073 | +259.5% | 7,028 |
| RAYMOND JAMES FINANCIAL INC | +4,770 | +4.9% | 102,877 |
| LPL Financial LLC | +4,237 | +2.4% | 181,177 |
| Tower Research Capital LLC (TRC) | +1,873 | +15.2% | 14,222 |
| FMR LLC | +1,102 | +301.9% | 1,467 |
| ROYAL BANK OF CANADA | +372 | +7.2% | 5,510 |
| OSAIC HOLDINGS, INC. | +182 | +2.6% | 7,176 |
| COMMONWEALTH EQUITY SERVICES, LLC | +11 | +0.2% | 5,836 |
| Founders Financial Alliance, LLC | +1 | +0.1% | 1,323 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | -5,427 | -14.2% | 32,837 |
| HighTower Advisors, LLC | -2,217 | -2.3% | 94,420 |
| WELLS FARGO & COMPANY/MN | -1,240 | -4.9% | 24,253 |
| Cambridge Investment Research Advis | -928 | -11.8% | 6,916 |
| MORGAN STANLEY | -895 | -26.7% | 2,454 |
| Janney Montgomery Scott LLC | -14 | -0.3% | 5,183 |