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JPM F Data S Large Value ETF (LVDS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares219,685 from 181,177
Change+38,508 (+21%)
Value$12.8M (+$2.5M)
Filed 2026-11-06
HighTower Advisors, LLC
DECREASED
Shares78,296 from 94,420
Change-16,124 (-17%)
Value$4.6M (-$825.1K)
Filed 2026-11-10
Independence Asset Advisors, LLC
NEW
Shares16,464
Change+16,464
Value$962.1K
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares13,474 from 5,836
Change+7,638 (+131%)
Value$787.4K (+$453.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares6,902 from 6,916
Change-14 (0%)
Value$403.0K (+$7.0K)
Filed 2026-11-02
Americana Partners, LLC
INCREASED
Shares5,367 from 5,349
Change+18 (+0%)
Value$313.7K (+$7.7K)
Filed 2026-10-28
Fifth Third Bancorp
UNCHANGED
Shares1,643 from 1,643
Change0 (0%)
Value$96.0K (+$2.0K)
Filed 2026-11-05
Harbour Investments, Inc.
INCREASED
Shares956 from 941
Change+15 (+2%)
Value$55.9K (+$2.0K)
Filed 2026-11-09
Archer Investment Corp
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$37.5K (+$796)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares223 from 222
Change+1 (+0%)
Value$13.0K (+$320)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$11.0K ($0)
Filed 2026-11-06
Tsfg, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$7 (-$7.0K)
Filed 2026-10-23
Heritage Family Offices, LLP
NEW
Shares43
Change+43
Value$2.5K
Filed 2026-11-02
IFG Advisory, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.8K (+$37)
Filed 2026-11-09
Clearstead Advisors, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.6K (+$35)
Filed 2026-11-06
Armor Investment Advisors, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-27
Raymond James Financial Inc
N/A
Shares— from 102,877
Change-102,877 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 32,837
Change-32,837 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 24,253
Change-24,253 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 14,222
Change-14,222 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,028
Change-7,028 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,510
Change-5,510 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,183
Change-5,183 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 635
Change-635 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Status
LPL Financial LLC
INCREASED219,685181,177+38,508+21%$10.4M$12.8M+$2.5M2026-11-06
HighTower Advisors, LLC
DECREASED78,29694,420-16,124-17%$5.4M$4.6M-$825.1K2026-11-10
Independence Asset Advisors, LLC
NEW16,464—+16,464——$962.1K—2026-10-23
Commonwealth Equity Services, LLC
INCREASED13,4745,836+7,638+131%$333.8K$787.4K+$453.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED6,9026,916-140%$396.0K$403.0K+$7.0K2026-11-02
Americana Partners, LLC
INCREASED5,3675,349+18+0%$305.9K$313.7K+$7.7K2026-10-28
Fifth Third Bancorp
UNCHANGED1,6431,64300%$94.0K$96.0K+$2.0K2026-11-05
Harbour Investments, Inc.
INCREASED956941+15+2%$53.8K$55.9K+$2.0K2026-11-09
Archer Investment Corp
UNCHANGED64264200%$36.7K$37.5K+$7962026-11-05
Triumph Capital Management
INCREASED223222+1+0%$12.7K$13.0K+$3202026-10-14
Allworth Financial LP
UNCHANGED19319300%$11.0K$11.0K$02026-11-06
Tsfg, LLC
UNCHANGED12412400%$7.0K$7-$7.0K2026-10-23
Heritage Family Offices, LLP
NEW43—+43——$2.5K—2026-11-02
IFG Advisory, LLC
UNCHANGED303000%$1.7K$1.8K+$372026-11-09
Clearstead Advisors, LLC
UNCHANGED282800%$1.6K$1.6K+$352026-11-06
Armor Investment Advisors, LLC
CLOSED023-23-100%$1.3K$0-$1.3K2026-10-27
Raymond James Financial Inc
N/A—102,877-102,877-100%$5.9M———
Cetera Investment Advisers
N/A—32,837-32,837-100%$1.9M———
Wells Fargo & Company
N/A—24,253-24,253-100%$1.4M———
Tower Research Capital LLC (TRC)
N/A—14,222-14,222-100%$813.4K———
Osaic Holdings, Inc.
N/A—7,176-7,176-100%$410.5K———
Jones Financial Companies Lllp
N/A—7,028-7,028-100%$401.4K———
Citadel Advisors LLC
N/A—6,646-6,646-100%$380.1K———
Royal Bank of Canada
N/A—5,510-5,510-100%$315.0K———
Janney Montgomery Scott LLC
N/A—5,183-5,183-100%$297.0K———
Focus Partners Wealth
N/A—3,633-3,633-100%$207.8K———
Morgan Stanley
N/A—2,454-2,454-100%$140.4K———
FMR LLC
N/A—1,467-1,467-100%$83.9K———
Founders Financial Alliance, LLC
N/A—1,323-1,323-100%$75.6K———
Steward Partners Investment Advisory, LLC
N/A—635-635-100%$36.3K———
NewEdge Advisors, LLC
N/A—169-169-100%$9.7K———
Showing 31 of 31 institutions