Who owns LSV Disciplined Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LSVD from SEC Form 13F filings across 2 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 2 institutions disclosed 18.4M shares of LSV Disciplined Value ETF worth $635.7M — about 100.8% of shares outstanding; the largest disclosed holder is National Pension Service. Source: SEC Form 13F filings, parsed by EvidInvest.
2
13F holders
$635.7M
value, 2026 filers
100.8%
of shares outstanding (18.4M sh)
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LSVD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | National Pension Service | 18.2M | $627.4M | 0.4% | 99.5% | 0.0% |
| 2 | Beta Wealth Group, Inc. | 241,038 | $8.3M | 3.1% | 1.3% | -7.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.