LSV Disciplined Value ETFLSVDETF
13F holders, Q4 2025 (December 31)3holders
1new positions
1sold out
$29.76avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding LSV Disciplined Value ETF (LSVD) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were National Pension Service ($540.5M), Beta Wealth Group, Inc. ($5.1M) and UBS Group AG ($4K).
- Company
- LSV Disciplined Value ETF
- Filed as
- ADVISORS INNER CIRCLE FD (Q4 2025)
- CUSIP
- 0075W0155
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 1 | $426K |
All 13F filers, Q3 2025 → Q4 2025: 121 shares bought and 23,836 shares sold, net −23,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| National Pension Service | 0.40% | No change | 18,162,000 | $540.5M |
| Beta Wealth Group, Inc. | 2.05% | Reduce -4.8% | 171,494 | $5.1M |
| UBS Group AG | 0.00% | New | 121 | $4K |
"% of holder's portfolio" is LSVD's weight in each manager's 13F, not the share of LSV Disciplined Value ETF the manager owns.