LSV Disciplined Value ETFLSVDETF

13F holders, Q3 2025 (September 30)
3holders +2
2new positions
0sold out
1famous investor
$28.15avg. 13F price*

At the end of Q3 2025, 3 institutions reported holding LSV Disciplined Value ETF (LSVD) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were National Pension Service ($511.2M), Beta Wealth Group, Inc. ($5.1M) and Citadel Advisors ($426K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
LSV Disciplined Value ETF
Filed as
ADVISORS INNER CIRCLE FD (Q3 2025)
CUSIP
0075W0155
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$511.7M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 18,180,888 shares bought, net +18,180,888 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

National Pension Service 0.40% New 18,162,000 $511.2M
Beta Wealth Group, Inc. 2.00% Add +2.1% 180,188 $5.1M
Citadel Advisors 0.00% New 15,142 $426K

"% of holder's portfolio" is LSVD's weight in each manager's 13F, not the share of LSV Disciplined Value ETF the manager owns.