Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (LVDS)

29 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
72%

Smart Money Signals — LVDS

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 3Q
For 1 consecutive quarter, more hedge funds added LVDS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
29 hedge funds hold LVDS right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 72% buying

18 buying7 selling
Last quarter: 18 funds were net buyers (9 opened a brand new position + 9 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 45% entered in last year

■ 0% conviction (2yr+) ■ 55% medium ■ 45% 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.
💰

Value +19% but shares only +4% — price-driven

Value
+19%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +19%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~9 new funds/quarter

3 → 5 → 9 new funds/Q
New funds entering each quarter: 3 → 5 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 29 current holders: 29 (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 — 46% AUM from top-100 funds

46% from top-100 AUM funds
7 of 29 holders are among the 100 largest funds by AUM, controlling 46% 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 Q2, 18 hedge funds were net buyers of LVDS (9 opened a new position, 9 added to an existing one), while 7 reduced or exited (5 trimmed, 2 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. 46% of total institutional value in LVDS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 29.

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

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

Loading signal freshness…
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
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 22 31.82%
13F Shares 507K 490K 3.5%
Total Value $29M $24M 19.23%
New Positions 9 5 +4
Increased Positions 9 7 +2
Closed Positions 2 5 -3
Reduced Positions 5 8 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LVDS

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

29 + 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 25 LVDS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tower Research Capital LLC (TRC) 0.02% 14,222 $813K
2 Founders Financial Alliance, LLC 0.01% 1,323 $76K
3 Archer Investment Corp 0.01% 642 $37K
4 Americana Partners, LLC 0.01% 5,349 $306K
5 HighTower Advisors, LLC 0.01% 94,420 $5.4M
6 LPL Financial LLC 0.00% 181,177 $10.4M
7 Triumph Capital Management 0.00% 222 $13K
8 Cetera Investment Advisers 0.00% 32,837 $1.9M
9 Raymond James Financial Inc 0.00% 102,877 $5.9M
10 Harbour Investments, INC. 0.00% 941 $54K
11 Osaic Holdings, INC. 0.00% 7,176 $410K
12 Armor Investment Advisors, LLC 0.00% 23 $1K
13 Commonwealth Equity Services, LLC 0.00% 5,836 $334K
14 Integrated Wealth Concepts LLC 0.00% 1,230 $70K
15 Wells Fargo & Company/Mn 0.00% 24,253 $1.4M
16 Focus Partners Wealth 0.00% 3,633 $208K
17 Steward Partners Investment Advisory, LLC 0.00% 635 $36K
18 Jones Financial Companies Lllp 0.00% 7,028 $401K
19 Fifth Third Bancorp 0.00% 1,643 $94K
20 IFG Advisory, LLC 0.00% 30 $2K
21 Royal Bank of Canada 0.00% 5,510 $315K
22 Allworth Financial LP 0.00% 193 $11K
23 Citadel Advisors LLC 0.00% 6,646 $380K
24 NewEdge Advisors, LLC 0.00% 169 $10K
25 Clearstead Advisors, LLC 0.00% 28 $2K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LVDS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LVDS?

More buyers than sellers — 72% buying: Last quarter: 18 funds were net buyers (9 opened a brand new position + 9 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LVDS holders?

Elite ownership — 46% AUM from top-100 funds: 7 of 29 holders are among the 100 largest funds by AUM, controlling 46% 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 — 45% 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.

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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