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LVDS

JPMorgan Fundamental Data Science Large Value ETF

23 hedge funds and large institutions have $30.1M invested in JPMorgan Fundamental Data Science Large Value ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

27.44% more ownership

Funds ownership: 0%27.44% (+27%)

Holders
23
Holders Change
+23
Holders Change %
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.45M +$9.29M +182,992 New
HighTower Advisors
2
HighTower Advisors
Illinois
$8.26M +$8.12M +160,003 New
Raymond James Financial
3
Raymond James Financial
Florida
$3.36M +$3.3M +65,057 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.69M +$2.64M +52,026 New
Wells Fargo
5
Wells Fargo
California
$1.3M +$1.28M +25,198 New
TRCT
6
Tower Research Capital (TRC)
New York
$935K +$919K +18,101 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$652K +$641K +12,633 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$636K +$625K +12,323 New
Jane Street
9
Jane Street
New York
$614K +$604K +11,892 New
Morgan Stanley
10
Morgan Stanley
New York
$436K +$428K +8,441 New
Osaic Holdings
11
Osaic Holdings
Arizona
$373K +$368K +7,257 New
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$335K +$330K +6,493 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$300K +$294K +5,799 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$284K +$279K +5,500 New
Citadel Advisors
15
Citadel Advisors
Florida
$230K +$226K +4,450 New
Jones Financial Companies
16
Jones Financial Companies
Missouri
$105K +$104K +2,042 New
FFA
17
Founders Financial Alliance
North Carolina
$68K +$66.8K +1,316 New
AIC
18
Archer Investment Corporation
Indiana
$33.2K +$32.6K +642 New
SPIA
19
Steward Partners Investment Advisory
New York
$30.8K +$30.3K +597 New
UBS Group
20
UBS Group
Switzerland
$20K +$19.6K +387 New
Fidelity Investments
21
Fidelity Investments
Massachusetts
$16.4K +$16.1K +318 New
NA
22
NewEdge Advisors
Louisiana
$8.73K +$8.58K +169 New
TFGT
23
TS Financial Group (TSFG)
Illinois
$6K +$6.29K +124 New

LVDS Hedge Fund Activity: Q3 2025 in Review

23 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Fundamental Data Science Large Value ETF (LVDS) for Q3 2025, worth a combined $30.1M.

Buyers outnumbered sellers: 23 funds opened new LVDS positions and 0 closed out — a net gain of 23 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $9.29M.

  • 23 institutional investors held JPMorgan Fundamental Data Science Large Value ETF (LVDS) as of Q3 2025, up from 0 in Q2 2025.
  • Funds reported $30.1M of JPMorgan Fundamental Data Science Large Value ETF stock for Q3 2025.
  • 23 funds opened new JPMorgan Fundamental Data Science Large Value ETF positions in Q3 2025 and 0 closed out, a net change of +23 holders.
  • The largest JPMorgan Fundamental Data Science Large Value ETF buyer in Q3 2025 was LPL Financial, an estimated $9.29M added.

Based on aggregated 13F filings for Q3 2025.