LSV Disciplined Value ETFLSVDETF
13F holders, Q2 2025 (June 30)1holders
1new positions
1sold out
$25.68avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding LSV Disciplined Value ETF (LSVD) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holder was Beta Wealth Group, Inc. ($4.5M).
- Company
- LSV Disciplined Value ETF
- Filed as
- ADVISORS INNER CIRCLE FD (Q2 2025)
- CUSIP
- 0075W0155
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4.5M |
| Exits | 1 | $559K |
All 13F filers, Q1 2025 → Q2 2025: 176,442 shares bought and 23,992 shares sold, net +152,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Beta Wealth Group, Inc. | 1.66% | New | 176,442 | $4.5M |
"% of holder's portfolio" is LSVD's weight in each manager's 13F, not the share of LSV Disciplined Value ETF the manager owns.