LVDS — J P MORGAN EXCHANGE TRADED F
As of Q2 2026, 4 SEC-registered investment managers reported holding LVDS (J P MORGAN EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $1.99M across 34.82K shares. That is +19.2% by share count (+5.61K shares) versus the previous quarter, while reported value moved +35.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 24.25K | $1.39M | 0.00% | Reduce |
| Citadel Advisors history | 6.65K | $380.12K | 0.00% | New |
| Morgan Stanley history | 2.45K | $140.36K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.47K | $83.90K | 0.00% | Add |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 25.49K | $1.29M | 0.00% | Add |
| Morgan Stanley history | 3.35K | $169.09K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 365 | $18.44K | 0.00% | Add |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 22.60K | $1.12M | 0.00% | Reduce |
| Morgan Stanley history | 8.39K | $416.72K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 315 | $15.65K | 0.00% | Reduce |
| Bank of America Corp history | 238 | $11.82K | 0.00% | New |
| UBS Group AG history | 87 | $4.32K | 0.00% | Reduce |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wells Fargo & Co history | 25.20K | $1.30M | 0.00% | New |
| Morgan Stanley history | 8.44K | $435.98K | 0.00% | New |
| Citadel Advisors history | 4.45K | $229.84K | 0.00% | New |
| UBS Group AG history | 387 | $19.99K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 318 | $16.43K | 0.00% | New |
New Positions (Q2 2026)
- Citadel Advisors 6.65K sh · $380.12K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| Wells Fargo & Co | 24.25K | 25.49K | 22.60K | 25.20K |
| Citadel Advisors | 6.65K | — | — | 4.45K |
| Morgan Stanley | 2.45K | 3.35K | 8.39K | 8.44K |
| Fidelity Management & Research (FMR) | 1.47K | 365 | 315 | 318 |
| Bank of America Corp | — | — | 238 | — |
| UBS Group AG | — | — | 87 | 387 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details