LSV Disciplined Value ETFLSVDETF
13F holders, Q1 2026 (March 31)3holders
1new positions
1sold out
1famous investor
$29.29avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding LSV Disciplined Value ETF (LSVD) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were National Pension Service ($532.1M), Citadel Advisors ($11.0M) and Beta Wealth Group, Inc. ($7.7M). 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 (Q1 2026)
- CUSIP
- 0075W0155
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $11.0M |
| Exits | 1 | $4K |
All 13F filers, Q4 2025 → Q1 2026: 465,932 shares bought and 121 shares sold, net +465,811 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 | $532.1M |
| Citadel Advisors | 0.01% | New | 375,903 | $11.0M |
| Beta Wealth Group, Inc. | 3.17% | Add +52.5% | 261,523 | $7.7M |
"% of holder's portfolio" is LSVD's weight in each manager's 13F, not the share of LSV Disciplined Value ETF the manager owns.