Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (LVDS)

22 + Investors. Track Smart Money conviction in LVDS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
48%

Smart Money Signals — LVDS

Based on 22 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 2Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 92% of 0.8Y peak

92% of all-time peak
22 funds currently hold this stock — 92% of the 0.8-year high of 24 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🟠

More sellers than buyers — 48% buying

12 buying13 selling
Last quarter: 13 funds reduced or exited vs 12 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 22 current holders: 22 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
6 of 22 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in LVDS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LVDS

In 2026 Q1, 12 hedge funds were net buyers of LVDS (5 opened a new position, 7 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in LVDS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 22.

Hedge Fund Ownership: LVDS

How many hedge funds hold LVDS — quarterly history vs. share price
Quarterly hedge fund ownership of LVDS vs. share price

Market Analysis: LVDS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LVDS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy J P MORGAN EXCHANGE TRADED F (LVDS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LVDS has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 58d ago
LVDS
+13.8%
SPY
+15.4%

LVDS outperformed SPY by -1.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 13d ago
LVDS
+2.4%
SPY
+1.5%

Since the filing became public, LVDS outperformed SPY by +0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: LVDS
22 + Investors

Track Smart Money conviction in LVDS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 22 22 -
13F Shares 490K 451K 8.73%
Total Value $24M $22M 7.57%
New Positions 5 3 +2
Increased Positions 7 4 +3
Closed Positions 5 5 -
Reduced Positions 8 11 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LVDS

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Institutional Holders (2026 Q1)

22 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LVDS. Verified SEC 13F-HR filings.

QUARTER:
Top 22 institutional holders of LVDS — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tower Research Capital LLC (TRC) 0.02% 12,349 $624K
2 Founders Financial Alliance, LLC 0.01% 1,322 $67K
3 Archer Investment Corp 0.01% 642 $32K
4 HighTower Advisors, LLC 0.01% 96,637 $4.9M
5 LPL Financial LLC 0.00% 176,940 $8.9M
6 Triumph Capital Management 0.00% 222 $11K
7 Cetera Investment Advisers 0.00% 38,264 $1.9M
8 RAYMOND JAMES FINANCIAL INC 0.00% 98,107 $5.0M
9 Cambridge Investment Research Advisors, Inc. 0.00% 7,844 —
10 TSFG, LLC 0.00% 124 —
11 HARBOUR INVESTMENTS, INC. 0.00% 941 $48K
12 Janney Montgomery Scott LLC 0.00% 5,197 —
13 OSAIC HOLDINGS, INC. 0.00% 6,994 $353K
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 5,825 $294K
15 WELLS FARGO & COMPANY/MN 0.00% 25,493 $1.3M
16 Western Wealth Management, LLC 0.00% 114 $6K
17 Steward Partners Investment Advisory, LLC 0.00% 635 $32K
18 FIFTH THIRD BANCORP 0.00% 1,643 $83K
19 JONES FINANCIAL COMPANIES LLLP 0.00% 1,955 $97K
20 ROYAL BANK OF CANADA 0.00% 5,138 $259K
21 MORGAN STANLEY 0.00% 3,349 $169K
22 FMR LLC 0.00% 365 $18K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — J P MORGAN EXCHANGE TRADED F (LVDS)

What does the Smart Money Trend signal show for LVDS?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for LVDS?

More sellers than buyers — 48% buying: Last quarter: 13 funds reduced or exited vs 12 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LVDS holders?

Elite ownership — 45% AUM from top-100 funds: 6 of 22 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in LVDS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LVDS?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy J P MORGAN EXCHANGE TRADED F (LVDS) following the 2026 Q1 hedge fund 13F filings?

As of today, LVDS has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), LVDS has gained +13.8% vs +15.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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