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LSV Disciplined Value ETF (LSVD) Institutional Ownership

$33.05 +0.36 (+1.10%)
As of 05/5/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for LSV Disciplined Value ETF (NYSEARCA:LSVD)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$516.32M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$258.73K
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LSVD Institutional Buying and Selling by Quarter

LSV Disciplined Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2026Beta Wealth Group Inc.171,494$5.10M2.0%-4.8%0.931%
11/17/2025Citadel Advisors LLC15,142$426K0.0%N/A0.082%
11/7/2025Beta Wealth Group Inc.180,188$5.07M2.0%+2.1%0.978%
11/4/2025National Pension Service18,162,000$511.23M0.4%N/A98.599%
8/11/2025Beta Wealth Group Inc.176,442$4.53M1.7%N/A67.862%


LSVD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LSVD shares?

During the previous two years, the following institutional investors and hedge funds held shares of LSV Disciplined Value ETF shares: National Pension Service ($511.23M), and Beta Wealth Group Inc. ($5.10M), Citadel Advisors LLC ($426K).Learn more on LSV Disciplined Value ETF's institutional investors.

Which institutional investors have been buying LSV Disciplined Value ETF's stock?

The following institutional investors have purchased LSV Disciplined Value ETF's stock in the last 24 months: National Pension Service ($18.16M), Beta Wealth Group Inc. ($180.19K), and Citadel Advisors LLC ($15.14K).

How much institutional buying is happening at LSV Disciplined Value ETF?

Institutional investors have bought a total of 18,357,330 shares in the last 24 months. This purchase volume represents approximately $516.32M in transactions.

Which of LSV Disciplined Value ETF's major shareholders have been selling company stock?

The following institutional investors have sold LSV Disciplined Value ETF stock in the last 24 months: Beta Wealth Group Inc. ($8.69K).

How much institutional selling is happening at LSV Disciplined Value ETF?

Institutional investors have sold a total of 8,694 shares in the last 24 months. This volume of shares sold represents approximately $258.73K in transactions.


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This page (NYSEARCA:LSVD) was last updated on 5/6/2026 by MarketBeat.com Staff.
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