Who Owns LSV Disciplined Value ETF (LSVD)?Hedge Fund & Institutional Holders
Institutional Holders
3
as of Q4 2025
Total Institutional Value
$51030005.4T
% of Float Held
—
QoQ Change in Holders
+2 / -1
Price History
LSVD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| National Pension Service | New Position | +18.2M | +$540.0M |
| UBS Group AG | New Position | +121 | +$3.0M |
LSVD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -15K | -$426.2M |
| Beta Wealth Group, Inc. | Decreased | -9K | -$-31.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Beta Wealth Group, Inc. | 171,494 | $5.1B | 2.05% | Share |
| 2 | National Pension Service | 18,162,000 | $540.0M | 0.40% | Share |
| 3 | UBS Group AG | 121 | $3.0M | 0.00% | Share |
LSVD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 3 | $5.6B | +1 |
| Q3 2025 | 2 | $5.5B | +0 |
| Q2 2025 | 2 | $4.5B | +1 |
| Q1 2025 | 1 | $559.4M | -1 |
| Q4 2024 | 2 | $927.6M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 3 institutional investors hold LSVD (LSV Disciplined Value ETF). The largest holder is Beta Wealth Group, Inc. with $5.1B in shares. This quarter, 2 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own LSVD?
As of Q4 2025, 3 institutional investors report holding LSVD (LSV Disciplined Value ETF) in their 13F filings.
Who is the largest institutional holder of LSVD?
The largest institutional holder of LSVD is Beta Wealth Group, Inc. with $5.1B in shares.
Is institutional ownership of LSVD increasing or decreasing?
This quarter, 2 institutions opened new positions in LSVD and 1 closed their positions.